SPMD:NYE-SPDR Russell Small Cap Completeness (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 48.2

Change

+1.19 (+2.53)%

Market Cap

USD 11.19B

Volume

1.34M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the performance of the mid-capitalization segment of the U.S. equity market.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-22 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF

+1.34 (+2.50%)

USD 83.09B
IWR iShares Russell Mid-Cap ETF

+2.16 (+2.75%)

USD 36.82B
MDY SPDR® S&P MIDCAP 400 ETF Trus..

+12.32 (+2.51%)

USD 20.27B
VXF Vanguard Extended Market Index..

+4.29 (+2.71%)

USD 18.55B
XMHQ Invesco S&P MidCap Quality ETF

+2.17 (+2.52%)

USD 4.90B
JHMM John Hancock Multifactor Mid C..

+1.40 (+2.66%)

USD 3.62B
IVOO Vanguard S&P Mid-Cap 400 Index..

+2.23 (+2.46%)

USD 2.34B
FSMD Fidelity Small-Mid Factor

+0.84 (+2.32%)

USD 1.24B
EQAL Invesco Russell 1000 Equal Wei..

+0.99 (+2.29%)

USD 0.58B
JPME JPMorgan Diversified Return U...

+2.26 (+2.43%)

USD 0.33B

ETFs Containing SPMD

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -11.87% 11% F 28% F
Dividend Return 0.33% 100% F 13% F
Total Return -11.54% 28% F 28% F
Trailing 12 Months  
Capital Gain -5.08% 24% F 37% F
Dividend Return 1.56% 83% B 31% F
Total Return -3.52% 33% F 33% F
Trailing 5 Years  
Capital Gain 79.92% 42% F 70% C-
Dividend Return 12.60% 79% B- 30% F
Total Return 92.52% 63% D 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.76% 32% F 65% D
Dividend Return 10.06% 32% F 62% D
Total Return 1.30% 53% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 23.36% 32% F 43% F
Risk Adjusted Return 43.07% 26% F 58% F
Market Capitalization 11.19B 67% D+ 87% B+

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:

There is nothing we particularly like

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.

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.