(HEWB) Global X Equal Weight - Performance 19.6% in 12m
Compare HEWB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
78.69%
#5 in Group
Rel. Strength
76.37%
#1881 in Universe
Total Return 12m
19.57%
#11 in Group
Total Return 5y
132.16%
#3 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: HEWB (19.6%) vs XLF (21.6%)
5y Drawdown (Underwater) Chart
Top Performers in Financial Services Equity
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 |
|---|---|---|---|---|---|---|---|---|
| XFN TO iShares S&P/TSX Capped |
9.91% | 24.4% | 131% | - | - | - | - | - |
| ZEB TO BMO S&P/TSX Equal Weight |
9.62% | 19.5% | 131% | - | - | - | - | - |
| ZWB TO BMO Covered Call Canadian |
8.83% | 14.5% | 92.9% | - | - | - | - | - |
| HBNK TO Global X Equal Weight Banks |
9.53% | 19.4% | 36.8% | - | - | - | - | - |
| HMAX TO Hamilton Canadian |
8.76% | 16.2% | 22.4% | - | - | - | - | - |
| ZBK TO BMO Equal Weight US Banks |
13.8% | 15.3% | 100% | - | - | - | - | - |
| BKCL TO Global X Enhanced Equal |
9.05% | 13.8% | 24.7% | - | - | - | - | - |
| ZUB TO BMO Equal Weight US Banks |
13.2% | 12.2% | 90.4% | - | - | - | - | - |
Performance Comparison: HEWB vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for HEWB
| Total Return (including Dividends) | HEWB | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 9.41% | 6.84% | 5.69% |
| 3 Months | 0.26% | -2.91% | -6.49% |
| 12 Months | 19.57% | 21.55% | 9.72% |
| 5 Years | 132.16% | 150.42% | 107.51% |
| Trend Score (consistency of price movement) | HEWB | XLF | S&P 500 |
| 1 Month | 97.3% | 93.3% | 89.4% |
| 3 Months | -32.8% | -60.3% | -72% |
| 12 Months | 71.1% | 81.8% | 49.3% |
| 5 Years | 75.5% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #6 | 2.41% | 3.52% |
| 3 Month | #14 | 3.26% | 7.21% |
| 12 Month | #10 | -1.63% | 8.98% |
| 5 Years | #6 | -7.29% | 11.9% |
FAQs
Does HEWB Global X Equal Weight outperforms the market?
No,
over the last 12 months HEWB made 19.57%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.55%.
Over the last 3 months HEWB made 0.26%, while XLF made -2.91%.
Over the last 3 months HEWB made 0.26%, while XLF made -2.91%.
Performance Comparison HEWB vs Indeces and Sectors
HEWB vs. Indices HEWB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.81% | 3.72% | 7.0% | 9.85% |
| US NASDAQ 100 | QQQ | 0.54% | 2.02% | 6.59% | 8.77% |
| US Dow Jones Industrial 30 | DIA | 0.92% | 6.74% | 8.03% | 13.3% |
| German DAX 40 | DAX | 0.36% | -5.65% | -18.6% | -5.25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.58% | 6.53% | 7.77% | 13.3% |
| Hongkong Hang Seng | HSI | -2.07% | -5.49% | -2.49% | 11.4% |
| India NIFTY 50 | INDA | 4.51% | 6.20% | 5.10% | 17.5% |
| Brasil Bovespa | EWZ | -2.22% | -2.21% | -2.21% | 25.8% |
HEWB vs. Sectors HEWB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.44% | 2.93% | 0.82% | -0.81% |
| Consumer Discretionary | XLY | -0.61% | 2.72% | 9.19% | 4.76% |
| Consumer Staples | XLP | 1.67% | 8.71% | 0.09% | 12.3% |
| Energy | XLE | -1.44% | 4.92% | 13.0% | 28.6% |
| Financial | XLF | 0.11% | 2.57% | 1.12% | -1.98% |
| Health Care | XLV | 4.91% | 12.5% | 12.2% | 25.6% |
| Industrial | XLI | -0.12% | 1.10% | 6.02% | 9.20% |
| Materials | XLB | 0.65% | 4.37% | 11.1% | 25.7% |
| Real Estate | XLRE | 1.60% | 2.50% | 4.62% | 6.0% |
| Technology | XLK | -0.03% | -0.30% | 9.27% | 13.5% |
| Utilities | XLU | 0.09% | 4.27% | -0.77% | 3.54% |
| Aerospace & Defense | XAR | 0.63% | 0.24% | -2.30% | -6.39% |
| Biotech | XBI | 8.53% | 6.64% | 28.1% | 34.5% |
| Homebuilder | XHB | 1.17% | 3.80% | 20.6% | 28.4% |
| Retail | XRT | 0.75% | 3.27% | 13.3% | 25.8% |