IWP:NYE-iShares Russell Mid-Cap Growth ETF (USD)

ETF | Mid-Cap Growth |

Last Closing

USD 124.48

Change

+3.61 (+2.99)%

Market Cap

USD 15.82B

Volume

0.74M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index measures the performance of the mid-capitalization growth sector of the U.S. equity market, as defined by Russell. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-24 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Price(Change) Market Cap
VOT Vanguard Mid-Cap Growth Index ..

+6.38 (+2.57%)

USD 14.48B
IJK iShares S&P Mid-Cap 400 Growth..

+2.48 (+2.95%)

USD 8.67B
XMMO Invesco S&P MidCap Momentum ET..

+3.08 (+2.68%)

USD 3.54B
IVOG Vanguard S&P Mid-Cap 400 Growt..

+2.99 (+2.86%)

USD 1.01B
ETHO Amplify ETF Trust

+1.28 (+2.30%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

+1.04 (+1.60%)

USD 0.17B
BFOR Barron's 400 ETF

+1.60 (+2.28%)

USD 0.14B
IPO Renaissance IPO ETF

+1.41 (+3.61%)

USD 0.13B
PEXL Pacer US Export Leaders ETF

+1.06 (+2.27%)

USD 0.05B
HAIL SPDR S&P Kensho Smart Mobility

+0.48 (+1.74%)

USD 0.02B

ETFs Containing IWP

QMG:CA 0.00 % 1.07 %

N/A

N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

+0.21 (+0.49%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.79% 69% C- 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.79% 69% C- 34% F
Trailing 12 Months  
Capital Gain 10.28% 100% F 74% C
Dividend Return 0.39% 50% F 5% F
Total Return 10.66% 94% A 68% D+
Trailing 5 Years  
Capital Gain 110.34% 61% D- 69% C-
Dividend Return 4.04% 22% F 7% C-
Total Return 114.38% 61% D- 63% D
Average Annual (5 Year Horizon)  
Capital Gain 7.08% 33% F 59% D-
Dividend Return 7.56% 33% F 53% F
Total Return 0.48% 39% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 26.63% 39% F 39% F
Risk Adjusted Return 28.39% 33% F 44% F
Market Capitalization 15.82B 100% F 90% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.