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

ETF | Mid-Cap Growth |

Last Closing

USD 126.78

Change

+2.41 (+1.94)%

Market Cap

USD 16.21B

Volume

1.01M

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: 2025-05-08 )

Largest Industry Peers for Mid-Cap Growth

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

+2.83 (+1.12%)

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

+0.91 (+1.07%)

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

+0.65 (+0.54%)

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

+1.37 (+1.30%)

USD 0.98B
ETHO Amplify ETF Trust

+0.87 (+1.59%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

+0.29 (+0.43%)

USD 0.17B
BFOR Barron's 400 ETF

+1.10 (+1.56%)

USD 0.14B
IPO Renaissance IPO ETF

+0.34 (+0.84%)

USD 0.12B
PEXL Pacer US Export Leaders ETF

+0.58 (+1.26%)

USD 0.04B
HAIL SPDR S&P Kensho Smart Mobility

+0.70 (+2.69%)

USD 0.02B

ETFs Containing IWP

QMG:CA 0.00 % 1.07 %

N/A

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

+0.12 (+0.28%)

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 0.02% 88% B+ 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.02% 88% B+ 58% F
Trailing 12 Months  
Capital Gain 15.25% 100% F 84% B
Dividend Return 0.40% 50% F 5% F
Total Return 15.65% 100% F 82% B
Trailing 5 Years  
Capital Gain 74.04% 72% C 68% D+
Dividend Return 3.28% 22% F 7% C-
Total Return 77.32% 72% C 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.42% 33% F 56% F
Dividend Return 5.89% 33% F 50% F
Total Return 0.47% 39% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 24.81% 39% F 40% F
Risk Adjusted Return 23.75% 39% F 41% 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.