(IBDV) iShares Trust - Performance 7.2% in 12m
Compare IBDV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
1.08%
#53 in Group
Rel. Strength
55.97%
#3504 in Universe
Total Return 12m
7.22%
#9 in Group
Total Return 5y
0.81%
#51 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: IBDV (7.2%) 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: IBDV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDV
| Total Return (including Dividends) | IBDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.52% | 13.81% | 13.81% |
| 3 Months | 1.98% | -6.30% | -6.30% |
| 12 Months | 7.22% | 10.65% | 10.65% |
| 5 Years | 0.81% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDV | SPY | S&P 500 |
| 1 Month | 78.6% | 83% | 83% |
| 3 Months | 65.6% | -75.3% | -75.3% |
| 12 Months | 70.3% | 50.1% | 50.1% |
| 5 Years | -44.6% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | -10.8% | -10.8% |
| 3 Month | #26 | 8.83% | 8.83% |
| 12 Month | #18 | -3.10% | -3.10% |
| 5 Years | #48 | -48.8% | -48.8% |
FAQs
Does IBDV iShares Trust outperforms the market?
No,
over the last 12 months IBDV made 7.22%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDV made 1.98%, while SPY made -6.30%.
Over the last 3 months IBDV made 1.98%, while SPY made -6.30%.
Performance Comparison IBDV vs Indeces and Sectors
IBDV vs. Indices IBDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.55% | -12.3% | 7.26% | -3.43% |
| US NASDAQ 100 | QQQ | -1.74% | -15.8% | 7.05% | -4.42% |
| US Dow Jones Industrial 30 | DIA | -1.96% | -8.47% | 7.55% | -0.49% |
| German DAX 40 | DAX | -1.53% | -13.4% | -19.0% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.73% | -10.3% | 6.49% | -0.15% |
| Hongkong Hang Seng | HSI | -4.72% | -18.4% | -1.10% | -6.46% |
| India NIFTY 50 | INDA | 3.37% | -3.32% | 6.82% | 7.43% |
| Brasil Bovespa | EWZ | -2.60% | -15.7% | -1.44% | 15.6% |
IBDV vs. Sectors IBDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.19% | -11.9% | 0.20% | -14.3% |
| Consumer Discretionary | XLY | -1.93% | -12.7% | 8.24% | -7.05% |
| Consumer Staples | XLP | -0.69% | -5.07% | 0.33% | -1.90% |
| Energy | XLE | -1.37% | -5.24% | 13.9% | 16.7% |
| Financial | XLF | -2.65% | -12.0% | 0.16% | -15.2% |
| Health Care | XLV | 1.46% | 0.65% | 12.3% | 11.3% |
| Industrial | XLI | -3.24% | -15.3% | 5.83% | -3.77% |
| Materials | XLB | -1.35% | -12.0% | 12.2% | 12.5% |
| Real Estate | XLRE | -0.23% | -10.0% | 6.51% | -8.23% |
| Technology | XLK | -2.63% | -19.7% | 10.1% | 0.12% |
| Utilities | XLU | -1.60% | -8.07% | -0.40% | -10.3% |
| Aerospace & Defense | XAR | -3.53% | -19.6% | -4.24% | -20.1% |
| Biotech | XBI | 5.04% | -10.3% | 27.4% | 19.5% |
| Homebuilder | XHB | -2.02% | -9.96% | 20.5% | 14.8% |
| Retail | XRT | -3.45% | -13.1% | 11.5% | 8.70% |