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

ETF | Mid-Cap Growth |

Last Closing

USD 119.28

Change

+3.33 (+2.87)%

Market Cap

USD 16.21B

Volume

0.48M

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: 2025-04-24 )

Largest Industry Peers for Mid-Cap Growth

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

+5.52 (+2.30%)

USD 14.12B
IJK iShares S&P Mid-Cap 400 Growth..

+1.84 (+2.28%)

USD 7.96B
XMMO Invesco S&P MidCap Momentum ET..

+2.42 (+2.17%)

USD 3.25B
IVOG Vanguard S&P Mid-Cap 400 Growt..

+2.02 (+2.02%)

USD 0.98B
ETHO Amplify ETF Trust

+1.17 (+2.26%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

+0.47 (+0.73%)

USD 0.17B
BFOR Barron's 400 ETF

+1.38 (+2.06%)

USD 0.14B
IPO Renaissance IPO ETF

+1.33 (+3.60%)

USD 0.12B
PEXL Pacer US Export Leaders ETF

+1.42 (+3.29%)

USD 0.04B
HAIL SPDR S&P Kensho Smart Mobility

+0.91 (+3.77%)

USD 0.02B

ETFs Containing IWP

QMG:CA 0.00 % 1.07 %

N/A

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

+0.69 (+1.64%)

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 -5.89% 88% B+ 39% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.89% 88% B+ 37% F
Trailing 12 Months  
Capital Gain 9.98% 100% F 76% C+
Dividend Return 0.40% 50% F 5% F
Total Return 10.38% 94% A 71% C-
Trailing 5 Years  
Capital Gain 74.53% 61% D- 67% D+
Dividend Return 3.49% 22% F 7% C-
Total Return 78.02% 61% D- 58% F
Average Annual (5 Year Horizon)  
Capital Gain 5.88% 33% F 57% F
Dividend Return 6.35% 33% F 51% F
Total Return 0.48% 39% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 25.32% 39% F 40% F
Risk Adjusted Return 25.09% 33% F 42% F
Market Capitalization 16.21B 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.