(IBDU) iShares Trust - Performance 7% in 12m
Compare IBDU with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
11.04%
#49 in Group
Rel. Strength
55.09%
#3574 in Universe
Total Return 12m
7.03%
#20 in Group
Total Return 5y
9.08%
#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%) vs SPY (10.7%)
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 |
0.66% | 5.98% | 38.7% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
1.39% | 6.53% | 39.2% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
3.19% | 7.09% | 34.2% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
4.24% | 6.59% | 21% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
2.88% | 8.34% | 22.7% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
3.45% | 8.21% | 31.5% | - | - | - | - | - |
| IBHH BATS iShares iBonds 2028 Term |
4.13% | 7.48% | 14.9% | - | - | - | - | - |
| IBIC NYSE ARCA iShares Trust |
-0.06% | 7.02% | 10.6% | - | - | - | - | - |
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 | 1.41% | 13.81% | 13.81% |
| 3 Months | 1.81% | -6.30% | -6.30% |
| 12 Months | 7.03% | 10.65% | 10.65% |
| 5 Years | 9.08% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDU | SPY | S&P 500 |
| 1 Month | 76.7% | 83% | 83% |
| 3 Months | 69.7% | -75.3% | -75.3% |
| 12 Months | 80.2% | 50.1% | 50.1% |
| 5 Years | -32.5% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #15 | -10.9% | -10.9% |
| 3 Month | #34 | 8.65% | 8.65% |
| 12 Month | #25 | -3.27% | -3.27% |
| 5 Years | #50 | -47.5% | -47.5% |
FAQs
Does IBDU iShares Trust outperforms the market?
No,
over the last 12 months IBDU made 7.03%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDU made 1.81%, while SPY made -6.30%.
Over the last 3 months IBDU made 1.81%, while SPY made -6.30%.
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 | -1.44% | -12.4% | 7.31% | -3.62% |
| US NASDAQ 100 | QQQ | -1.63% | -16.0% | 7.10% | -4.61% |
| US Dow Jones Industrial 30 | DIA | -1.85% | -8.58% | 7.60% | -0.68% |
| German DAX 40 | DAX | -1.42% | -13.6% | -19.0% | -18.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.62% | -10.4% | 6.54% | -0.34% |
| Hongkong Hang Seng | HSI | -4.61% | -18.5% | -1.05% | -6.65% |
| India NIFTY 50 | INDA | 3.48% | -3.43% | 6.87% | 7.24% |
| Brasil Bovespa | EWZ | -2.49% | -15.8% | -1.39% | 15.4% |
IBDU vs. Sectors IBDU is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.08% | -12.0% | 0.25% | -14.5% |
| Consumer Discretionary | XLY | -1.82% | -12.8% | 8.29% | -7.24% |
| Consumer Staples | XLP | -0.58% | -5.18% | 0.38% | -2.09% |
| Energy | XLE | -1.26% | -5.35% | 13.9% | 16.5% |
| Financial | XLF | -2.54% | -12.1% | 0.21% | -15.4% |
| Health Care | XLV | 1.57% | 0.54% | 12.3% | 11.1% |
| Industrial | XLI | -3.13% | -15.4% | 5.88% | -3.96% |
| Materials | XLB | -1.24% | -12.2% | 12.2% | 12.3% |
| Real Estate | XLRE | -0.12% | -10.1% | 6.56% | -8.42% |
| Technology | XLK | -2.52% | -19.8% | 10.2% | -0.07% |
| Utilities | XLU | -1.49% | -8.18% | -0.35% | -10.4% |
| Aerospace & Defense | XAR | -3.42% | -19.8% | -4.19% | -20.3% |
| Biotech | XBI | 5.15% | -10.4% | 27.5% | 19.3% |
| Homebuilder | XHB | -1.91% | -10.1% | 20.5% | 14.6% |
| Retail | XRT | -3.34% | -13.2% | 11.6% | 8.51% |