(IBDW) iShares Trust - Performance 7.3% in 12m
Compare IBDW with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
9.58%
#50 in Group
Rel. Strength
56.49%
#3463 in Universe
Total Return 12m
7.32%
#4 in Group
Total Return 5y
-3.57%
#55 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: IBDW (7.3%) 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: IBDW vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDW
| Total Return (including Dividends) | IBDW | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.60% | 13.81% | 13.81% |
| 3 Months | 1.83% | -6.30% | -6.30% |
| 12 Months | 7.32% | 10.65% | 10.65% |
| 5 Years | -3.57% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDW | SPY | S&P 500 |
| 1 Month | 76.3% | 83% | 83% |
| 3 Months | 52.8% | -75.3% | -75.3% |
| 12 Months | 69.3% | 50.1% | 50.1% |
| 5 Years | -3.20% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #19 | -10.7% | -10.7% |
| 3 Month | #29 | 8.68% | 8.68% |
| 12 Month | #14 | -3.01% | -3.01% |
| 5 Years | #35 | -31.0% | -31.0% |
FAQs
Does IBDW iShares Trust outperforms the market?
No,
over the last 12 months IBDW made 7.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDW made 1.83%, while SPY made -6.30%.
Over the last 3 months IBDW made 1.83%, while SPY made -6.30%.
Performance Comparison IBDW vs Indeces and Sectors
IBDW vs. Indices IBDW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.57% | -12.2% | 6.90% | -3.33% |
| US NASDAQ 100 | QQQ | -1.76% | -15.8% | 6.69% | -4.32% |
| US Dow Jones Industrial 30 | DIA | -1.98% | -8.39% | 7.19% | -0.39% |
| German DAX 40 | DAX | -1.55% | -13.4% | -19.4% | -18.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.75% | -10.2% | 6.13% | -0.05% |
| Hongkong Hang Seng | HSI | -4.74% | -18.3% | -1.46% | -6.36% |
| India NIFTY 50 | INDA | 3.35% | -3.24% | 6.46% | 7.53% |
| Brasil Bovespa | EWZ | -2.62% | -15.6% | -1.80% | 15.7% |
IBDW vs. Sectors IBDW is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.21% | -11.8% | -0.16% | -14.2% |
| Consumer Discretionary | XLY | -1.95% | -12.6% | 7.88% | -6.95% |
| Consumer Staples | XLP | -0.71% | -4.99% | -0.03% | -1.80% |
| Energy | XLE | -1.39% | -5.16% | 13.5% | 16.8% |
| Financial | XLF | -2.67% | -11.9% | -0.20% | -15.1% |
| Health Care | XLV | 1.44% | 0.73% | 11.9% | 11.4% |
| Industrial | XLI | -3.26% | -15.2% | 5.47% | -3.67% |
| Materials | XLB | -1.37% | -12.0% | 11.8% | 12.6% |
| Real Estate | XLRE | -0.25% | -9.94% | 6.15% | -8.13% |
| Technology | XLK | -2.65% | -19.6% | 9.78% | 0.22% |
| Utilities | XLU | -1.62% | -7.99% | -0.76% | -10.2% |
| Aerospace & Defense | XAR | -3.55% | -19.6% | -4.60% | -20.0% |
| Biotech | XBI | 5.02% | -10.2% | 27.0% | 19.6% |
| Homebuilder | XHB | -2.04% | -9.88% | 20.1% | 14.9% |
| Retail | XRT | -3.47% | -13.1% | 11.1% | 8.80% |