(IBDX) iShares Trust - Performance 6.5% in 12m
Compare IBDX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
40.78%
#28 in Group
Rel. Strength
54.42%
#3627 in Universe
Total Return 12m
6.53%
#27 in Group
Total Return 5y
12.42%
#14 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: IBDX (6.5%) 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: IBDX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDX
| Total Return (including Dividends) | IBDX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.74% | 13.81% | 13.81% |
| 3 Months | 1.38% | -6.30% | -6.30% |
| 12 Months | 6.53% | 10.65% | 10.65% |
| 5 Years | 12.42% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDX | SPY | S&P 500 |
| 1 Month | 72.6% | 83% | 83% |
| 3 Months | 35.4% | -75.3% | -75.3% |
| 12 Months | 57.7% | 50.1% | 50.1% |
| 5 Years | 84.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #23 | -10.6% | -10.6% |
| 3 Month | #41 | 8.20% | 8.20% |
| 12 Month | #26 | -3.72% | -3.72% |
| 5 Years | #31 | -27.9% | -27.9% |
FAQs
Does IBDX iShares Trust outperforms the market?
No,
over the last 12 months IBDX made 6.53%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDX made 1.38%, while SPY made -6.30%.
Over the last 3 months IBDX made 1.38%, while SPY made -6.30%.
Performance Comparison IBDX vs Indeces and Sectors
IBDX vs. Indices IBDX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.54% | -12.1% | 6.08% | -4.12% |
| US NASDAQ 100 | QQQ | -1.73% | -15.6% | 5.87% | -5.11% |
| US Dow Jones Industrial 30 | DIA | -1.95% | -8.25% | 6.37% | -1.18% |
| German DAX 40 | DAX | -1.52% | -13.2% | -20.2% | -19.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.72% | -10.1% | 5.31% | -0.84% |
| Hongkong Hang Seng | HSI | -4.71% | -18.2% | -2.28% | -7.15% |
| India NIFTY 50 | INDA | 3.38% | -3.10% | 5.64% | 6.74% |
| Brasil Bovespa | EWZ | -2.59% | -15.5% | -2.62% | 14.9% |
IBDX vs. Sectors IBDX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.18% | -11.7% | -0.98% | -15.0% |
| Consumer Discretionary | XLY | -1.92% | -12.5% | 7.06% | -7.74% |
| Consumer Staples | XLP | -0.68% | -4.85% | -0.85% | -2.59% |
| Energy | XLE | -1.36% | -5.02% | 12.7% | 16.0% |
| Financial | XLF | -2.64% | -11.8% | -1.02% | -15.9% |
| Health Care | XLV | 1.47% | 0.87% | 11.1% | 10.6% |
| Industrial | XLI | -3.23% | -15.1% | 4.65% | -4.46% |
| Materials | XLB | -1.34% | -11.8% | 11.0% | 11.8% |
| Real Estate | XLRE | -0.22% | -9.80% | 5.33% | -8.92% |
| Technology | XLK | -2.62% | -19.5% | 8.96% | -0.57% |
| Utilities | XLU | -1.59% | -7.85% | -1.58% | -10.9% |
| Aerospace & Defense | XAR | -3.52% | -19.4% | -5.42% | -20.8% |
| Biotech | XBI | 5.05% | -10.1% | 26.2% | 18.8% |
| Homebuilder | XHB | -2.01% | -9.74% | 19.3% | 14.1% |
| Retail | XRT | -3.44% | -12.9% | 10.3% | 8.01% |