(SPDV) AAM SP500 High - Performance 6.4% in 12m
Compare SPDV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.25%
#26 in Group
Rel. Strength
58.30%
#3319 in Universe
Total Return 12m
6.41%
#15 in Group
Total Return 5y
90.90%
#32 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: SPDV (6.4%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
Performance Comparison: SPDV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SPDV
| Total Return (including Dividends) | SPDV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.59% | 2.87% | 2.87% |
| 3 Months | -5.47% | -6.42% | -6.42% |
| 12 Months | 6.41% | 9.87% | 9.87% |
| 5 Years | 90.90% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | SPDV | SPY | S&P 500 |
| 1 Month | 93.1% | 89.4% | 89.4% |
| 3 Months | -81.1% | -72% | -72% |
| 12 Months | 46.3% | 49.3% | 49.3% |
| 5 Years | 78.9% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #42 | -0.27% | -0.27% |
| 3 Month | #36 | 1.01% | 1.01% |
| 12 Month | #14 | -3.15% | -3.15% |
| 5 Years | #40 | -8.0% | -8.0% |
FAQs
Does SPDV AAM SP500 High outperforms the market?
No,
over the last 12 months SPDV made 6.41%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months SPDV made -5.47%, while SPY made -6.42%.
Over the last 3 months SPDV made -5.47%, while SPY made -6.42%.
Performance Comparison SPDV vs Indeces and Sectors
SPDV vs. Indices SPDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.14% | -0.28% | -3.0% | -3.46% |
| US NASDAQ 100 | QQQ | -0.11% | -2.12% | -3.41% | -4.91% |
| US Dow Jones Industrial 30 | DIA | -0.14% | 0.98% | -1.97% | 0.04% |
| German DAX 40 | DAX | -1.98% | -16.7% | -28.6% | -18.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.52% | -3.68% | -2.23% | 0.78% |
| Hongkong Hang Seng | HSI | -3.38% | -13.6% | -12.5% | -5.68% |
| India NIFTY 50 | INDA | 2.53% | 0.31% | -4.90% | 4.08% |
| Brasil Bovespa | EWZ | -1.91% | -8.94% | -12.2% | 12.9% |
SPDV vs. Sectors SPDV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.04% | -1.08% | -9.18% | -13.9% |
| Consumer Discretionary | XLY | -0.78% | -0.92% | -0.81% | -7.64% |
| Consumer Staples | XLP | 0.51% | 0.57% | -9.91% | -1.15% |
| Energy | XLE | -0.84% | 2.51% | 3.0% | 16.2% |
| Financial | XLF | -0.49% | -2.98% | -8.88% | -15.1% |
| Health Care | XLV | 3.93% | 6.97% | 2.23% | 12.3% |
| Industrial | XLI | -1.43% | -4.79% | -3.98% | -3.58% |
| Materials | XLB | 0.15% | -2.12% | 1.05% | 12.4% |
| Real Estate | XLRE | 0.47% | -3.53% | -5.38% | -7.05% |
| Technology | XLK | -0.75% | -4.15% | -0.73% | -0.59% |
| Utilities | XLU | -0.90% | -3.03% | -10.8% | -9.50% |
| Aerospace & Defense | XAR | -0.37% | -6.75% | -12.3% | -18.8% |
| Biotech | XBI | 8.22% | 0.57% | 18.1% | 20.4% |
| Homebuilder | XHB | 0.58% | -0.48% | 10.6% | 16.2% |
| Retail | XRT | -0.01% | -1.0% | 3.29% | 10.7% |