(IBDZ) iShares Trust - Performance 6% in 12m
Compare IBDZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
35.53%
#32 in Group
Rel. Strength
61.75%
#3044 in Universe
Total Return 12m
6.04%
#45 in Group
Total Return 5y
6.04%
#37 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: IBDZ (6%) 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: IBDZ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDZ
| Total Return (including Dividends) | IBDZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.40% | 13.81% | 13.81% |
| 3 Months | 1.26% | -6.30% | -6.30% |
| 12 Months | 6.04% | 10.65% | 10.65% |
| 5 Years | 6.04% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDZ | SPY | S&P 500 |
| 1 Month | 73.0% | 83% | 83% |
| 3 Months | 11.9% | -75.3% | -75.3% |
| 12 Months | 42.0% | 50.1% | 50.1% |
| 5 Years | 42.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #26 | -10.9% | -10.9% |
| 3 Month | #47 | 8.06% | 8.06% |
| 12 Month | #10 | -1.90% | -1.90% |
| 5 Years | #10 | -1.90% | -1.90% |
FAQs
Does IBDZ iShares Trust outperforms the market?
No,
over the last 12 months IBDZ made 6.04%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDZ made 1.26%, while SPY made -6.30%.
Over the last 3 months IBDZ made 1.26%, while SPY made -6.30%.
Performance Comparison IBDZ vs Indeces and Sectors
IBDZ vs. Indices IBDZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.14% | -12.4% | 5.69% | -4.61% |
| US NASDAQ 100 | QQQ | -1.33% | -16.0% | 5.48% | -5.60% |
| US Dow Jones Industrial 30 | DIA | -1.55% | -8.59% | 5.98% | -1.67% |
| German DAX 40 | DAX | -1.12% | -13.6% | -20.6% | -19.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.32% | -10.4% | 4.92% | -1.33% |
| Hongkong Hang Seng | HSI | -4.31% | -18.5% | -2.67% | -7.64% |
| India NIFTY 50 | INDA | 3.78% | -3.44% | 5.25% | 6.25% |
| Brasil Bovespa | EWZ | -2.19% | -15.8% | -3.01% | 14.4% |
IBDZ vs. Sectors IBDZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.78% | -12.0% | -1.37% | -15.5% |
| Consumer Discretionary | XLY | -1.52% | -12.8% | 6.67% | -8.23% |
| Consumer Staples | XLP | -0.28% | -5.19% | -1.24% | -3.08% |
| Energy | XLE | -0.96% | -5.36% | 12.3% | 15.5% |
| Financial | XLF | -2.24% | -12.1% | -1.41% | -16.4% |
| Health Care | XLV | 1.87% | 0.53% | 10.7% | 10.1% |
| Industrial | XLI | -2.83% | -15.4% | 4.26% | -4.95% |
| Materials | XLB | -0.94% | -12.2% | 10.6% | 11.3% |
| Real Estate | XLRE | 0.18% | -10.1% | 4.94% | -9.41% |
| Technology | XLK | -2.22% | -19.8% | 8.57% | -1.06% |
| Utilities | XLU | -1.19% | -8.19% | -1.97% | -11.4% |
| Aerospace & Defense | XAR | -3.12% | -19.8% | -5.81% | -21.3% |
| Biotech | XBI | 5.45% | -10.4% | 25.8% | 18.3% |
| Homebuilder | XHB | -1.61% | -10.1% | 18.9% | 13.6% |
| Retail | XRT | -3.04% | -13.3% | 9.93% | 7.52% |