EQWM:ARCA-PowerShares Russell Midcap Equal Weight Portfolio

ETF | Mid-Cap Blend | NYSE Arca

Last Closing Price

USD 49.38

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

1.42K

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Midcap? Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to approximately 800 securities of medium sized companies in the larger U.S. equity market.

Inception Date: 01/12/2006

Primary Benchmark: Russell Mid Cap Equal Weight TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.69%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-15 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap 0.09 %

N/A

USD 45.99B
VO Vanguard Mid-Cap 0.06 %

N/A

USD 22.85B
MDY SPDR MidCap Trust Series I 0.25 %

N/A

USD 21.45B
IWR iShares Russell Mid-Cap 0.20 %

N/A

USD 17.64B
VXF Vanguard Extended Market 0.08 %

N/A

USD 5.92B
SCHM Schwab U.S. Mid Cap 0.06 %

N/A

USD 4.38B
TILT FlexShares Mornigstar US Marke.. 0.27 %

N/A

USD 1.27B
EZM WisdomTree U.S. MidCap Earning.. 0.38 %

N/A

USD 1.07B
IVOO Vanguard S&P Mid-Cap 400 0.15 %

N/A

USD 0.88B
JKG iShares Morningstar Mid-Cap 0.25 %

N/A

USD 0.81B

ETFs Containing EQWM

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Mid-Cap Blend)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.46% 53% F 60% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.46% 53% F 59% F
Trailing 12 Months  
Capital Gain 16.22% 33% F 63% D
Dividend Return 1.19% 31% F 14% F
Total Return 17.41% 30% F 61% D-
Trailing 5 Years  
Capital Gain 76.99% 14% F 75% C
Dividend Return 9.21% 48% F 25% F
Total Return 86.20% 14% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.42% 37% F 72% C-
Dividend Return 10.85% 43% F 69% D+
Total Return 1.43% 70% C- 26% F
Risk Return Profile  
Volatility (Standard Deviation) 10.71% 37% F 67% D+
Risk Adjusted Return 101.33% 57% F 80% B-
Market Capitalization 0.02B 10% F 11% F

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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.

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.