(IVE) iShares SP500 Value - Performance 7.2% in 12m
IVE performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
66.26%
#61 in Peer-Group
Rel. Strength
51.41%
#3697 in Stock-Universe
Total Return 12m
7.24%
#108 in Peer-Group
Total Return 5y
91.38%
#38 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 204.26 USD |
| 52 Week Low | 168.34 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 58.60 |
| Buy/Sell Signal +-5 | 0.20 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IVE (7.2%) vs SPY (11.6%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| FDL NYSE ARCA First Trust Morningstar |
0.76% | 18.2% | 102% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
0.13% | 12.2% | 113% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
0.3% | 14.5% | 107% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
0.21% | 14.3% | 98.4% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
1.1% | 11.9% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
0.44% | 15.1% | 106% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
0.85% | 12.9% | 92.7% | - | - | - | - | - |
| EQWL NYSE ARCA Invesco S&P 100 Equal |
1.24% | 16.8% | 108% | - | - | - | - | - |
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 | 0.03% | 1.43% | 1.43% |
| 3 Months | 0.79% | 6.58% | 6.58% |
| 12 Months | 7.24% | 11.56% | 11.56% |
| 5 Years | 91.38% | 107.90% | 107.90% |
| Trend Score (consistency of price movement) | IVE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 46.8% | 74.5% | 74.5% |
| 3 Months | 31.4% | 72.6% | 72.6% |
| 12 Months | 7.7% | 43.3% | 43.3% |
| 5 Years | 93% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #116 | -1.38% | -1.38% |
| 3 Month | #119 | -5.43% | -5.43% |
| 12 Month | #114 | -3.87% | -3.87% |
| 5 Years | #108 | -7.95% | -7.95% |
FAQs
Does iShares SP500 Value (IVE) outperform the market?
No,
over the last 12 months IVE made 7.24%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.56%.
Over the last 3 months IVE made 0.79%, while SPY made 6.58%.
Performance Comparison IVE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IVE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.6% | -1.4% | -1.7% | -4% |
| US NASDAQ 100 | QQQ | -0.8% | -2.4% | -1.4% | -4% |
| German DAX 40 | DAX | 1.9% | 0.4% | -17.9% | -23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 0.4% | -3% | -5% |
| Hongkong Hang Seng | HSI | 0.6% | -4.1% | -18.9% | -19% |
| India NIFTY 50 | INDA | 1.2% | 0.2% | -0.7% | 8% |
| Brasil Bovespa | EWZ | -2.6% | -1.1% | -21.7% | -3% |
IVE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1% | -2.5% | -5.3% | -18% |
| Consumer Discretionary | XLY | -0.2% | 1.7% | 8.2% | -12% |
| Consumer Staples | XLP | 0.4% | 1.1% | -2.6% | -0% |
| Energy | XLE | -5.2% | -2.7% | -4.1% | 4% |
| Financial | XLF | 0.8% | 2.1% | -4.8% | -18% |
| Health Care | XLV | -1.2% | -1.9% | 0% | 13% |
| Industrial | XLI | 0.7% | 0.1% | -7% | -12% |
| Materials | XLB | 0.2% | -1.2% | -2.4% | 7% |
| Real Estate | XLRE | -0.3% | 0.2% | -1.9% | -6% |
| Technology | XLK | -1.6% | -3.4% | -2.8% | 1% |
| Utilities | XLU | -0.5% | 1.4% | -8.6% | -13% |
| Aerospace & Defense | XAR | 1.9% | -3.9% | -17.1% | -35% |
| Biotech | XBI | 1% | -5.5% | 10.3% | 15% |
| Homebuilder | XHB | 0.9% | 5.6% | 13.7% | 16% |
| Retail | XRT | 2.1% | -0.7% | 5.1% | 4% |
IVE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -9.2% | -15.4% | -8.40% | 6% |
| Natural Gas | UNG | -2.6% | -1.6% | -23.5% | 19% |
| Gold | GLD | -1.8% | -5.9% | -29.1% | -38% |
| Silver | SLV | 1% | -12.7% | -20.6% | -15% |
| Copper | CPER | 1.5% | -5.5% | -17.3% | -3% |
IVE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.1% | 0.6% | 1.7% | 12% |
| iShares High Yield Corp. Bond | HYG | -0.3% | -0.6% | -4.7% | -2% |