(USMV) iShares MSCI USA Min - Performance 16.3% in 12m
Compare USMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.73%
#40 in Group
Rel. Strength
71.19%
#2299 in Universe
Total Return 12m
16.27%
#11 in Group
Total Return 5y
72.31%
#112 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: USMV (16.3%) vs SPY (13%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.74% | 27.5% | 157% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-0.6% | 15.6% | 121% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-2.48% | 15.9% | 95.6% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.92% | 14% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.11% | 9.89% | 125% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.47% | 17.5% | 117% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-1.37% | 8.5% | 121% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-0.6% | 12.4% | 121% | - | - | - | - | - |
Performance Comparison: USMV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for USMV
| Total Return (including Dividends) | USMV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.80% | -0.45% | -0.45% |
| 3 Months | -0.15% | -6.29% | -6.29% |
| 12 Months | 16.27% | 13.04% | 13.04% |
| 5 Years | 72.31% | 111.82% | 111.82% |
| Trend Score (consistency of price movement) | USMV | SPY | S&P 500 |
| 1 Month | 35.6% | 47.5% | 47.5% |
| 3 Months | -48.4% | -87.3% | -87.3% |
| 12 Months | 77.6% | 54.3% | 54.3% |
| 5 Years | 85.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #150 | -1.36% | -1.36% |
| 3 Month | #5 | 6.56% | 6.56% |
| 12 Month | #13 | 2.86% | 2.86% |
| 5 Years | #188 | -18.7% | -18.7% |
FAQs
Does USMV iShares MSCI USA Min outperforms the market?
Yes,
over the last 12 months USMV made 16.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.04%.
Over the last 3 months USMV made -0.15%, while SPY made -6.29%.
Over the last 3 months USMV made -0.15%, while SPY made -6.29%.
Performance Comparison USMV vs Indeces and Sectors
USMV vs. Indices USMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.05% | -1.35% | 4.57% | 3.23% |
| US NASDAQ 100 | QQQ | -1.97% | -3.70% | 3.86% | 1.30% |
| US Dow Jones Industrial 30 | DIA | -0.51% | 1.05% | 5.33% | 7.0% |
| German DAX 40 | DAX | -0.69% | -1.58% | -13.5% | -8.74% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.60% | 1.41% | 8.27% | 11.3% |
| Hongkong Hang Seng | HSI | -0.65% | -0.28% | 4.04% | 3.34% |
| India NIFTY 50 | INDA | 1.47% | -6.68% | 4.69% | 13.4% |
| Brasil Bovespa | EWZ | 0.58% | -4.63% | -1.13% | 23.0% |
USMV vs. Sectors USMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.20% | -1.20% | -1.41% | -7.19% |
| Consumer Discretionary | XLY | -1.08% | -1.21% | 3.40% | 1.60% |
| Consumer Staples | XLP | 1.01% | -0.98% | 0.47% | 5.33% |
| Energy | XLE | 3.21% | 12.2% | 9.71% | 25.6% |
| Financial | XLF | 0.06% | 0.21% | -2.36% | -6.40% |
| Health Care | XLV | 1.65% | 2.87% | 9.73% | 17.5% |
| Industrial | XLI | -1.37% | -2.10% | 3.53% | 5.58% |
| Materials | XLB | 0.76% | 1.42% | 12.4% | 20.7% |
| Real Estate | XLRE | -0.94% | -0.70% | 4.41% | -2.09% |
| Technology | XLK | -2.61% | -4.23% | 7.52% | 5.83% |
| Utilities | XLU | 0.23% | -1.90% | 0.15% | -4.52% |
| Aerospace & Defense | XAR | -2.08% | -8.78% | -9.31% | -11.2% |
| Biotech | XBI | -0.89% | -7.35% | 19.9% | 21.7% |
| Homebuilder | XHB | 0.22% | 0.28% | 19.5% | 22.4% |
| Retail | XRT | 0.19% | -0.64% | 10.5% | 17.8% |