ducovest

MDYG:ARCA-SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidCap 400 Growth Index--symbol: MUV) (USD)

ETF | Mid-Cap Growth | NYSE Arca

Last Closing

USD 82.66

Change

-0.91 (-1.09)%

Market Cap

USD 0.42B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P MidCap 400 Growth Index that tracks the performance of medium capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the mid-capitalization growth segment of the U.S. equity market. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 08/11/2005

Primary Benchmark: S&P MidCap 400 Growth TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
TARS Tarsus Pharmaceuticals Inc 1.32 %
DOCU DocuSign Inc 1.09 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-15 )

Largest Industry Peers for Mid-Cap Growth

Symbol Name Mer Price(Change) Market Cap
IWP iShares Russell Mid-Cap Growth.. 0.24 %

N/A

 USD 14.98B
VOT Vanguard Mid-Cap Growth Index .. 0.07 %

N/A

 USD 12.34B
IJK iShares S&P Mid-Cap 400 Growth.. 0.24 %

N/A

 USD 9.44B
XMMO Invesco S&P MidCap Momentum ET.. 0.39 %

N/A

 USD 2.14B
IVOG Vanguard S&P Mid-Cap 400 Growt.. 0.20 %

N/A

 USD 0.95B
RFG Invesco S&P MidCap 400® Pure .. 0.35 %

N/A

 USD 0.33B
ETHO Etho Climate Leadership U.S. E.. 0.45 %

N/A

 USD 0.18B
IPO Renaissance IPO ETF 0.60 %

N/A

 USD 0.17B
CWS AdvisorShares Focused Equity E.. 0.68 %

N/A

 USD 0.14B
BFOR Barron's 400 ETF 0.65 %

N/A

 USD 0.14B

ETFs Containing MDYG

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Growth) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.24% 81% B- 84% B
Dividend Return 0.18% 63% D 7% C-
Total Return 9.41% 88% B+ 83% B
Trailing 12 Months  
Capital Gain 20.43% 69% C- 79% B-
Dividend Return 1.26% 67% D+ 16% F
Total Return 21.69% 75% C 77% C+
Trailing 5 Years  
Capital Gain 55.06% 50% F 76% C+
Dividend Return 4.70% 79% B- 16% F
Total Return 59.76% 50% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 9.95% 25% F 71% C-
Dividend Return 10.65% 19% F 68% D+
Total Return 0.70% 69% C- 17% F
Risk Return Profile  
Volatility (Standard Deviation) 23.05% 69% C- 49% F
Risk Adjusted Return 46.19% 50% F 71% C-
Market Capitalization 0.42B 81% B- 70% C-

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.