(VLUE) iShares MSCI USA Value - Performance 9.9% in 12m
VLUE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
54.43%
#85 in Peer-Group
Rel. Strength
55.90%
#3356 in Stock-Universe
Total Return 12m
9.94%
#76 in Peer-Group
Total Return 5y
70.76%
#69 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 113.87 USD |
| 52 Week Low | 93.50 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 72.60 |
| Buy/Sell Signal +-5 | 0.71 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: VLUE (9.9%) vs DIA (11.4%)
5y Drawdown (Underwater) Chart
Top Performer in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FDL NYSE ARCA First Trust Morningstar |
0.76% | 18.2% | 102% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
0.13% | 12.2% | 113% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
0.3% | 14.5% | 107% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
0.21% | 14.3% | 98.4% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
1.1% | 11.9% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
0.44% | 15.1% | 106% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
0.85% | 12.9% | 92.7% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
1.24% | 16.8% | 108% | - | - | - | - | - |
Performance Comparison: VLUE vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for VLUE
| Total Return (including Dividends) | VLUE | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 0.48% | -0.06% | 1.43% |
| 3 Months | 2.23% | 2.01% | 6.58% |
| 12 Months | 9.94% | 11.40% | 11.56% |
| 5 Years | 70.76% | 78.53% | 107.90% |
| Trend Score (consistency of price movement) | VLUE | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 56.9% | 41.6% | 74.5% |
| 3 Months | 48% | 52.9% | 72.6% |
| 12 Months | 31.9% | 41.6% | 43.3% |
| 5 Years | 68.5% | 86.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #51 | 0.55% | -0.93% |
| 3 Month | #46 | 0.21% | -4.09% |
| 12 Month | #77 | -1.31% | -1.45% |
| 5 Years | #94 | -4.35% | -17.87% |
FAQs
Does iShares MSCI USA Value (VLUE) outperform the market?
No,
over the last 12 months VLUE made 9.94%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 11.40%.
Over the last 3 months VLUE made 2.23%, while DIA made 2.01%.
Performance Comparison VLUE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
VLUE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.2% | -1% | 2.3% | -2% |
| US NASDAQ 100 | QQQ | -0.4% | -2% | 2.7% | -1% |
| German DAX 40 | DAX | 2.2% | 0.9% | -13.9% | -20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.6% | 0.9% | 1% | -2% |
| Hongkong Hang Seng | HSI | 0.9% | -3.6% | -14.9% | -17% |
| India NIFTY 50 | INDA | 1.5% | 0.7% | 3.3% | 10% |
| Brasil Bovespa | EWZ | -2.2% | -0.6% | -17.7% | 0% |
VLUE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.6% | -2% | -1.3% | -15% |
| Consumer Discretionary | XLY | 0.2% | 2.2% | 12.2% | -9% |
| Consumer Staples | XLP | 0.7% | 1.5% | 1.4% | 3% |
| Energy | XLE | -4.9% | -2.3% | -0% | 7% |
| Financial | XLF | 1.2% | 2.5% | -0.7% | -15% |
| Health Care | XLV | -0.9% | -1.5% | 4% | 15% |
| Industrial | XLI | 1.1% | 0.6% | -3% | -9% |
| Materials | XLB | 0.5% | -0.8% | 1.6% | 10% |
| Real Estate | XLRE | 0.1% | 0.7% | 2.2% | -3% |
| Technology | XLK | -1.2% | -3% | 1.3% | 4% |
| Utilities | XLU | -0.2% | 1.9% | -4.6% | -11% |
| Aerospace & Defense | XAR | 2.3% | -3.5% | -13.1% | -32% |
| Biotech | XBI | 1.3% | -5% | 14.3% | 18% |
| Homebuilder | XHB | 1.2% | 6% | 17.7% | 18% |
| Retail | XRT | 2.5% | -0.3% | 9.1% | 7% |
VLUE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -8.8% | -14.9% | -4.39% | 9% |
| Natural Gas | UNG | -2.3% | -1.1% | -19.5% | 21% |
| Gold | GLD | -1.4% | -5.5% | -25.1% | -35% |
| Silver | SLV | 1.3% | -12.3% | -16.6% | -13% |
| Copper | CPER | 1.8% | -5.1% | -13.3% | -0% |
VLUE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.2% | 1.1% | 5.7% | 15% |
| iShares High Yield Corp. Bond | HYG | 0% | -0.1% | -0.7% | 1% |