(IYG) iShares U.S. Financial - Performance 24% in 12m
Compare IYG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.76%
#17 in Group
Rel. Strength
78.36%
#1727 in Universe
Total Return 12m
23.96%
#6 in Group
Total Return 5y
128.39%
#16 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: IYG (24%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-5.23% | 18.2% | 190% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-4.98% | 16.6% | 163% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-6.74% | 17.2% | 147% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.05% | 41.2% | 189% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.25% | 26.9% | 144% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.63% | 27.7% | 175% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-8.48% | 0.16% | 155% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.01% | 22.7% | 145% | - | - | - | - | - |
Performance Comparison: IYG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IYG
| Total Return (including Dividends) | IYG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -0.83% | -2.01% | -0.45% |
| 3 Months | -6.18% | -4.55% | -6.29% |
| 12 Months | 23.96% | 22.67% | 13.04% |
| 5 Years | 128.39% | 144.84% | 111.82% |
| Trend Score (consistency of price movement) | IYG | XLF | S&P 500 |
| 1 Month | 54.3% | 52.2% | 47.5% |
| 3 Months | -79.3% | -79.5% | -87.3% |
| 12 Months | 81.3% | 83.3% | 54.3% |
| 5 Years | 68.1% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #8 | 1.21% | -0.38% |
| 3 Month | #13 | -1.70% | 0.12% |
| 12 Month | #8 | 1.05% | 9.66% |
| 5 Years | #21 | -6.72% | 7.82% |
FAQs
Does IYG iShares U.S. Financial outperforms the market?
Yes,
over the last 12 months IYG made 23.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.67%.
Over the last 3 months IYG made -6.18%, while XLF made -4.55%.
Over the last 3 months IYG made -6.18%, while XLF made -4.55%.
Performance Comparison IYG vs Indeces and Sectors
IYG vs. Indices IYG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.03% | -0.38% | 7.59% | 10.9% |
| US NASDAQ 100 | QQQ | -1.95% | -2.73% | 6.88% | 8.99% |
| US Dow Jones Industrial 30 | DIA | -0.49% | 2.02% | 8.35% | 14.7% |
| German DAX 40 | DAX | -0.67% | -0.61% | -10.5% | -1.05% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.62% | 2.38% | 11.3% | 19.0% |
| Hongkong Hang Seng | HSI | -0.63% | 0.69% | 7.06% | 11.0% |
| India NIFTY 50 | INDA | 1.49% | -5.71% | 7.71% | 21.1% |
| Brasil Bovespa | EWZ | 0.60% | -3.66% | 1.89% | 30.7% |
IYG vs. Sectors IYG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.18% | -0.23% | 1.61% | 0.50% |
| Consumer Discretionary | XLY | -1.06% | -0.24% | 6.42% | 9.29% |
| Consumer Staples | XLP | 1.03% | -0.01% | 3.49% | 13.0% |
| Energy | XLE | 3.23% | 13.2% | 12.7% | 33.3% |
| Financial | XLF | 0.08% | 1.18% | 0.66% | 1.29% |
| Health Care | XLV | 1.67% | 3.84% | 12.8% | 25.2% |
| Industrial | XLI | -1.35% | -1.13% | 6.55% | 13.3% |
| Materials | XLB | 0.78% | 2.39% | 15.4% | 28.4% |
| Real Estate | XLRE | -0.92% | 0.27% | 7.43% | 5.60% |
| Technology | XLK | -2.59% | -3.26% | 10.5% | 13.5% |
| Utilities | XLU | 0.25% | -0.93% | 3.17% | 3.17% |
| Aerospace & Defense | XAR | -2.06% | -7.81% | -6.29% | -3.52% |
| Biotech | XBI | -0.87% | -6.38% | 22.9% | 29.4% |
| Homebuilder | XHB | 0.24% | 1.25% | 22.6% | 30.1% |
| Retail | XRT | 0.21% | 0.33% | 13.6% | 25.5% |