(VLUE) iShares MSCI USA Value - Performance 5.3% in 12m
Compare VLUE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
57.10%
#90 in Group
Rel. Strength
50.03%
#3987 in Universe
Total Return 12m
5.28%
#107 in Group
Total Return 5y
74.96%
#74 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: VLUE (5.3%) vs DIA (9.3%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.13% | 11% | 147% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3.13% | 10.2% | 138% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-4.98% | 15.6% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-1.97% | 10.9% | 122% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-2.74% | 13.2% | 126% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.26% | 12.8% | 117% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
-0.5% | 18.9% | 100% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.75% | 8.3% | 125% | - | - | - | - | - |
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 | -3.62% | -2.85% | -0.45% |
| 3 Months | -5.51% | -7.94% | -6.29% |
| 12 Months | 5.28% | 9.27% | 13.04% |
| 5 Years | 74.96% | 88.12% | 111.82% |
| Trend Score (consistency of price movement) | VLUE | DIA | S&P 500 |
| 1 Month | 47.0% | 21.8% | 47.5% |
| 3 Months | -84.3% | -90.2% | -87.3% |
| 12 Months | 44.1% | 60.2% | 54.3% |
| 5 Years | 68.7% | 86.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #78 | -0.79% | -3.19% |
| 3 Month | #74 | 2.64% | 0.84% |
| 12 Month | #106 | -3.65% | -6.86% |
| 5 Years | #108 | -7.0% | -17.4% |
FAQs
Does VLUE iShares MSCI USA Value outperforms the market?
No,
over the last 12 months VLUE made 5.28%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.27%.
Over the last 3 months VLUE made -5.51%, while DIA made -7.94%.
Over the last 3 months VLUE made -5.51%, while DIA made -7.94%.
Performance Comparison VLUE vs Indeces and Sectors
VLUE vs. Indices VLUE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.55% | -3.17% | -2.0% | -7.76% |
| US NASDAQ 100 | QQQ | -2.47% | -5.52% | -2.71% | -9.69% |
| US Dow Jones Industrial 30 | DIA | -1.01% | -0.77% | -1.24% | -3.99% |
| German DAX 40 | DAX | -1.19% | -3.40% | -20.1% | -19.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.10% | -0.41% | 1.70% | 0.31% |
| Hongkong Hang Seng | HSI | -1.15% | -2.10% | -2.53% | -7.65% |
| India NIFTY 50 | INDA | 0.97% | -8.50% | -1.88% | 2.38% |
| Brasil Bovespa | EWZ | 0.08% | -6.45% | -7.70% | 12.0% |
VLUE vs. Sectors VLUE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.70% | -3.02% | -7.98% | -18.2% |
| Consumer Discretionary | XLY | -1.58% | -3.03% | -3.17% | -9.39% |
| Consumer Staples | XLP | 0.51% | -2.80% | -6.10% | -5.66% |
| Energy | XLE | 2.71% | 10.4% | 3.14% | 14.6% |
| Financial | XLF | -0.44% | -1.61% | -8.93% | -17.4% |
| Health Care | XLV | 1.15% | 1.05% | 3.16% | 6.51% |
| Industrial | XLI | -1.87% | -3.92% | -3.04% | -5.41% |
| Materials | XLB | 0.26% | -0.40% | 5.84% | 9.72% |
| Real Estate | XLRE | -1.44% | -2.52% | -2.16% | -13.1% |
| Technology | XLK | -3.11% | -6.05% | 0.95% | -5.16% |
| Utilities | XLU | -0.27% | -3.72% | -6.42% | -15.5% |
| Aerospace & Defense | XAR | -2.58% | -10.6% | -15.9% | -22.2% |
| Biotech | XBI | -1.39% | -9.17% | 13.3% | 10.7% |
| Homebuilder | XHB | -0.28% | -1.54% | 13.0% | 11.5% |
| Retail | XRT | -0.31% | -2.46% | 3.96% | 6.79% |