(SIZE) iShares MSCI USA Size - Performance 6.6% in 12m
Compare SIZE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.35%
#16 in Group
Rel. Strength
57.62%
#3373 in Universe
Total Return 12m
6.62%
#21 in Group
Total Return 5y
91.79%
#23 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: SIZE (6.6%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: SIZE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SIZE
| Total Return (including Dividends) | SIZE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.04% | 2.87% | 2.87% |
| 3 Months | -5.04% | -6.42% | -6.42% |
| 12 Months | 6.62% | 9.87% | 9.87% |
| 5 Years | 91.79% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | SIZE | SPY | S&P 500 |
| 1 Month | 94.7% | 89.4% | 89.4% |
| 3 Months | -74.5% | -72% | -72% |
| 12 Months | 47.1% | 49.3% | 49.3% |
| 5 Years | 74.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #28 | 1.14% | 1.14% |
| 3 Month | #25 | 1.47% | 1.47% |
| 12 Month | #21 | -2.96% | -2.96% |
| 5 Years | #30 | -7.58% | -7.58% |
FAQs
Does SIZE iShares MSCI USA Size outperforms the market?
No,
over the last 12 months SIZE made 6.62%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months SIZE made -5.04%, while SPY made -6.42%.
Over the last 3 months SIZE made -5.04%, while SPY made -6.42%.
Performance Comparison SIZE vs Indeces and Sectors
SIZE vs. Indices SIZE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.01% | 1.17% | -0.76% | -3.25% |
| US NASDAQ 100 | QQQ | 0.76% | -0.67% | -1.17% | -4.70% |
| US Dow Jones Industrial 30 | DIA | 0.73% | 2.43% | 0.27% | 0.25% |
| German DAX 40 | DAX | -1.11% | -15.2% | -26.3% | -18.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.35% | -2.23% | 0.01% | 0.99% |
| Hongkong Hang Seng | HSI | -2.51% | -12.2% | -10.3% | -5.47% |
| India NIFTY 50 | INDA | 3.40% | 1.76% | -2.66% | 4.29% |
| Brasil Bovespa | EWZ | -1.04% | -7.49% | -9.97% | 13.1% |
SIZE vs. Sectors SIZE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.83% | 0.37% | -6.94% | -13.7% |
| Consumer Discretionary | XLY | 0.09% | 0.53% | 1.43% | -7.43% |
| Consumer Staples | XLP | 1.38% | 2.02% | -7.67% | -0.94% |
| Energy | XLE | 0.03% | 3.96% | 5.24% | 16.4% |
| Financial | XLF | 0.38% | -1.53% | -6.64% | -14.9% |
| Health Care | XLV | 4.80% | 8.42% | 4.47% | 12.5% |
| Industrial | XLI | -0.56% | -3.34% | -1.74% | -3.37% |
| Materials | XLB | 1.02% | -0.67% | 3.29% | 12.7% |
| Real Estate | XLRE | 1.34% | -2.08% | -3.14% | -6.84% |
| Technology | XLK | 0.12% | -2.70% | 1.51% | -0.38% |
| Utilities | XLU | -0.03% | -1.58% | -8.53% | -9.29% |
| Aerospace & Defense | XAR | 0.50% | -5.30% | -10.1% | -18.5% |
| Biotech | XBI | 9.09% | 2.02% | 20.3% | 20.6% |
| Homebuilder | XHB | 1.45% | 0.97% | 12.9% | 16.4% |
| Retail | XRT | 0.86% | 0.45% | 5.53% | 10.9% |