(IBDU) iShares Trust - Performance 7.3% in 12m
Compare IBDU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
9.96%
#49 in Group
Rel. Strength
61.95%
#3045 in Universe
Total Return 12m
7.32%
#18 in Group
Total Return 5y
7.67%
#33 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IBDU (7.3%) vs SPY (7.2%)
5y Drawdown (Underwater) Chart
Top Performers in Target Maturity
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 |
|---|---|---|---|---|---|---|---|---|
| IBHE BATS iShares iBonds 2025 Term |
0.28% | 6.28% | 39.4% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
0.25% | 6.62% | 40.3% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
-0.55% | 6.65% | 34.5% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
-1.22% | 7.2% | 20.1% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
-0.31% | 8.15% | 21.7% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
-0.67% | 8.18% | 32% | - | - | - | - | - |
| IBIC NYSE ARCA iShares Trust |
0.8% | 6.96% | 10.5% | - | - | - | - | - |
| IBID NYSE ARCA iShares Trust |
0.97% | 7.75% | 11% | - | - | - | - | - |
Performance Comparison: IBDU vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDU
| Total Return (including Dividends) | IBDU | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.08% | -6.73% | -6.73% |
| 3 Months | 1.73% | -11.93% | -11.93% |
| 12 Months | 7.32% | 7.24% | 7.24% |
| 5 Years | 7.67% | 100.61% | 100.61% |
| Trend Score (consistency of price movement) | IBDU | SPY | S&P 500 |
| 1 Month | -42.8% | -63.5% | -63.5% |
| 3 Months | 69.8% | -90.3% | -90.3% |
| 12 Months | 80.2% | 60.6% | 60.6% |
| 5 Years | -33.7% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #42 | 7.13% | 7.13% |
| 3 Month | #47 | 15.5% | 15.5% |
| 12 Month | #27 | 0.08% | 0.08% |
| 5 Years | #50 | -46.3% | -46.3% |
FAQs
Does IBDU iShares Trust outperforms the market?
Yes,
over the last 12 months IBDU made 7.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 7.24%.
Over the last 3 months IBDU made 1.73%, while SPY made -11.93%.
Over the last 3 months IBDU made 1.73%, while SPY made -11.93%.
Performance Comparison IBDU vs Indeces and Sectors
IBDU vs. Indices IBDU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.95% | 6.65% | 8.52% | 0.08% |
| US NASDAQ 100 | QQQ | -2.43% | 7.28% | 8.38% | -0.27% |
| US Dow Jones Industrial 30 | DIA | 0.08% | 6.83% | 7.90% | 2.83% |
| German DAX 40 | DAX | -3.17% | 3.86% | -11.4% | -13.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.38% | 3.31% | 7.37% | -1.89% |
| Hongkong Hang Seng | HSI | -4.62% | 3.64% | 3.98% | -9.46% |
| India NIFTY 50 | INDA | -4.10% | -2.11% | 5.17% | 4.33% |
| Brasil Bovespa | EWZ | -6.22% | -0.54% | 3.47% | 16.1% |
IBDU vs. Sectors IBDU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.66% | 6.77% | -0.61% | -7.75% |
| Consumer Discretionary | XLY | -3.39% | 6.76% | 3.22% | -3.97% |
| Consumer Staples | XLP | -2.10% | -3.06% | 0.56% | -4.01% |
| Energy | XLE | -2.02% | 12.4% | 9.82% | 20.0% |
| Financial | XLF | -2.65% | 4.77% | -0.35% | -10.5% |
| Health Care | XLV | 0.32% | 7.68% | 10.7% | 9.71% |
| Industrial | XLI | -1.35% | 5.95% | 8.69% | 3.26% |
| Materials | XLB | -1.69% | 5.77% | 15.8% | 13.2% |
| Real Estate | XLRE | -1.72% | 3.15% | 8.87% | -7.41% |
| Technology | XLK | -2.22% | 8.92% | 14.8% | 6.16% |
| Utilities | XLU | -1.84% | -0.28% | 4.89% | -14.4% |
| Aerospace & Defense | XAR | -0.50% | 3.10% | -0.85% | -14.6% |
| Biotech | XBI | -5.37% | 10.9% | 19.9% | 13.8% |
| Homebuilder | XHB | -3.48% | 8.04% | 23.3% | 17.8% |
| Retail | XRT | -3.82% | 5.31% | 12.0% | 13.6% |