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

ETF | Mid-Cap Growth |

Last Closing

USD 130.58

Change

-3.37 (-2.52)%

Market Cap

USD 16.21B

Volume

0.94M

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: 2025-05-21 )

Largest Industry Peers for Mid-Cap Growth

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

-5.82 (-2.15%)

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

-2.23 (-2.48%)

USD 8.83B
XMMO Invesco S&P MidCap Momentum ET..

-2.80 (-2.23%)

USD 3.81B
IVOG Vanguard S&P Mid-Cap 400 Growt..

-2.59 (-2.32%)

USD 0.98B
ETHO Amplify ETF Trust

-1.54 (-2.65%)

USD 0.18B
CWS AdvisorShares Focused Equity E..

-1.08 (-1.58%)

USD 0.17B
BFOR Barron's 400 ETF

-1.40 (-1.87%)

USD 0.14B
IPO Renaissance IPO ETF

-1.01 (-2.31%)

USD 0.12B
PEXL Pacer US Export Leaders ETF

-0.89 (-1.80%)

USD 0.04B
HAIL SPDR S&P Kensho Smart Mobility

-0.67 (-2.33%)

USD 0.02B

ETFs Containing IWP

QMG:CA 0.00 % 1.07 %

N/A

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

-0.44 (-0.99%)

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 3.02% 88% B+ 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.02% 88% B+ 71% C-
Trailing 12 Months  
Capital Gain 17.18% 100% F 85% B
Dividend Return 0.39% 50% F 5% F
Total Return 17.57% 100% F 83% B
Trailing 5 Years  
Capital Gain 74.82% 72% C 68% D+
Dividend Return 3.20% 22% F 6% D-
Total Return 78.01% 72% C 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.16% 44% F 56% F
Dividend Return 5.64% 39% F 50% F
Total Return 0.47% 39% F 12% F
Risk Return Profile  
Volatility (Standard Deviation) 24.56% 33% F 39% F
Risk Adjusted Return 22.96% 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.