(IVE) iShares SP500 Value - Performance 4.6% in 12m
Compare IVE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.86%
#52 in Group
Rel. Strength
49.55%
#4027 in Universe
Total Return 12m
4.64%
#110 in Group
Total Return 5y
96.27%
#44 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: IVE (4.6%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: IVE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IVE
| Total Return (including Dividends) | IVE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.75% | -0.87% | -0.87% |
| 3 Months | -6.13% | -7.58% | -7.58% |
| 12 Months | 4.64% | 11.88% | 11.88% |
| 5 Years | 96.27% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | IVE | SPY | S&P 500 |
| 1 Month | 15.8% | 23% | 23% |
| 3 Months | -87.0% | -88.5% | -88.5% |
| 12 Months | 39.4% | 55.1% | 55.1% |
| 5 Years | 93.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #124 | -2.91% | -2.91% |
| 3 Month | #105 | 1.57% | 1.57% |
| 12 Month | #126 | -6.47% | -6.47% |
| 5 Years | #111 | -6.68% | -6.68% |
FAQs
Does IVE iShares SP500 Value outperforms the market?
No,
over the last 12 months IVE made 4.64%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months IVE made -6.13%, while SPY made -7.58%.
Over the last 3 months IVE made -6.13%, while SPY made -7.58%.
Performance Comparison IVE vs Indeces and Sectors
IVE vs. Indices IVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.36% | -2.88% | -3.02% | -7.24% |
| US NASDAQ 100 | QQQ | -2.39% | -5.15% | -3.45% | -8.03% |
| US Dow Jones Industrial 30 | DIA | -0.42% | -0.57% | -2.93% | -4.56% |
| German DAX 40 | DAX | -0.13% | -5.07% | -22.5% | -20.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.60% | -0.93% | -0.03% | -1.32% |
| Hongkong Hang Seng | HSI | -0.37% | -3.81% | -4.94% | -9.25% |
| India NIFTY 50 | INDA | 1.48% | -7.81% | -3.31% | 1.57% |
| Brasil Bovespa | EWZ | -0.56% | -8.35% | -6.72% | 10.5% |
IVE vs. Sectors IVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.61% | -2.70% | -9.15% | -19.3% |
| Consumer Discretionary | XLY | -1.44% | -3.65% | -5.53% | -8.68% |
| Consumer Staples | XLP | 2.14% | -3.95% | -8.33% | -6.56% |
| Energy | XLE | 3.12% | 10.1% | 2.77% | 15.7% |
| Financial | XLF | 0.03% | -1.64% | -10.6% | -18.1% |
| Health Care | XLV | -1.28% | 0.04% | -1.33% | 2.92% |
| Industrial | XLI | -1.78% | -3.86% | -3.73% | -4.95% |
| Materials | XLB | -0.75% | -1.32% | 4.39% | 8.16% |
| Real Estate | XLRE | 0.16% | -2.44% | -2.13% | -13.5% |
| Technology | XLK | -3.81% | -5.44% | 0.32% | -3.09% |
| Utilities | XLU | 1.48% | -3.81% | -5.14% | -17.2% |
| Aerospace & Defense | XAR | -2.31% | -10.1% | -16.6% | -21.9% |
| Biotech | XBI | -2.66% | -6.03% | 9.62% | 6.47% |
| Homebuilder | XHB | -0.67% | -1.48% | 11.8% | 11.7% |
| Retail | XRT | 0.21% | -3.19% | 2.55% | 7.38% |