(SPD) Simplify US Equity - Performance 16.8% in 12m
Compare SPD with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.68%
#146 in Group
Rel. Strength
71.93%
#2241 in Universe
Total Return 12m
16.82%
#10 in Group
Total Return 5y
49.20%
#129 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: SPD (16.8%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: SPD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPD
| Total Return (including Dividends) | SPD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 12.11% | -0.87% | -0.87% |
| 3 Months | 1.01% | -7.58% | -7.58% |
| 12 Months | 16.82% | 11.88% | 11.88% |
| 5 Years | 49.20% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | SPD | SPY | S&P 500 |
| 1 Month | 77.3% | 23% | 23% |
| 3 Months | -25.2% | -88.5% | -88.5% |
| 12 Months | 49.6% | 55.1% | 55.1% |
| 5 Years | 54.3% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #1 | 13.1% | 13.1% |
| 3 Month | #3 | 9.29% | 9.29% |
| 12 Month | #11 | 4.42% | 4.42% |
| 5 Years | #178 | -13.9% | -13.9% |
FAQs
Does SPD Simplify US Equity outperforms the market?
Yes,
over the last 12 months SPD made 16.82%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months SPD made 1.01%, while SPY made -7.58%.
Over the last 3 months SPD made 1.01%, while SPY made -7.58%.
Performance Comparison SPD vs Indeces and Sectors
SPD vs. Indices SPD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.58% | 13.0% | 7.50% | 4.94% |
| US NASDAQ 100 | QQQ | -0.45% | 10.7% | 7.07% | 4.15% |
| US Dow Jones Industrial 30 | DIA | 1.52% | 15.3% | 7.59% | 7.62% |
| German DAX 40 | DAX | 1.81% | 10.8% | -12.0% | -7.86% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.54% | 14.9% | 10.5% | 10.9% |
| Hongkong Hang Seng | HSI | 1.57% | 12.1% | 5.58% | 2.93% |
| India NIFTY 50 | INDA | 3.42% | 8.05% | 7.21% | 13.8% |
| Brasil Bovespa | EWZ | 1.38% | 7.51% | 3.80% | 22.6% |
SPD vs. Sectors SPD is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.33% | 13.2% | 1.37% | -7.14% |
| Consumer Discretionary | XLY | 0.50% | 12.2% | 4.99% | 3.50% |
| Consumer Staples | XLP | 4.08% | 11.9% | 2.19% | 5.62% |
| Energy | XLE | 5.06% | 26.0% | 13.3% | 27.9% |
| Financial | XLF | 1.97% | 14.2% | -0.10% | -5.87% |
| Health Care | XLV | 0.66% | 15.9% | 9.19% | 15.1% |
| Industrial | XLI | 0.16% | 12.0% | 6.79% | 7.23% |
| Materials | XLB | 1.19% | 14.5% | 14.9% | 20.3% |
| Real Estate | XLRE | 2.10% | 13.4% | 8.39% | -1.27% |
| Technology | XLK | -1.87% | 10.4% | 10.8% | 9.09% |
| Utilities | XLU | 3.42% | 12.1% | 5.38% | -5.01% |
| Aerospace & Defense | XAR | -0.37% | 5.72% | -6.03% | -9.75% |
| Biotech | XBI | -0.72% | 9.83% | 20.1% | 18.7% |
| Homebuilder | XHB | 1.27% | 14.4% | 22.3% | 23.9% |
| Retail | XRT | 2.15% | 12.7% | 13.1% | 19.6% |