QDVD Performance & Benchmarks - 7.8% in 12m
The Total Return for 3m is 7.4%, for 6m -5.8% and YTD -5.3%. Compare with Peer-Group: US Equity Income
Performance Rating
56.23%
#4 in Peer-Group
Rel. Strength
47.09%
#4068 in Stock-Universe
Total Return 12m
7.84%
#8 in Peer-Group
Total Return 5y
79.86%
#6 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | EUR |
|---|---|
| 52 Week High | 50.53 EUR |
| 52 Week Low | 39.64 EUR |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 40.11 |
| Buy/Sell Signal +-5 | -1.62 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: QDVD (7.8%) vs SPY (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in US Equity Income
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| QDVD | -1.55% | 1.08% | 7.35% |
| FUSA | -1.12% | 2.22% | 7.71% |
| FUSD | -1.14% | 2.17% | 7.62% |
| JEQP | -1.18% | 2.66% | 6.07% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| QDVD | -5.76% | 7.84% | 79.9% |
| FUSA | -4.67% | 9.70% | 92.5% |
| FUSD | -4.67% | 8.86% | 109% |
| QYLE | -15.9% | 10.1% | 46.2% |
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 |
|---|---|---|---|---|---|---|---|---|
| FUSD XETRA Fidelity SICAV - Fidelity |
2.17% | 8.86% | 109% | - | - | - | - | - |
| FUSA XETRA Fidelity US Quality Income |
2.22% | 9.7% | 92.5% | - | - | - | - | - |
| SPYD XETRA SPDR S&P US Dividend |
1.23% | 1.12% | 64.9% | - | - | - | - | - |
| QYLE XETRA Global X NASDAQ 100 Covered |
1.71% | 10.1% | 46.2% | - | - | - | - | - |
| JEQP XETRA JPM Nasdaq Equity Premium |
2.66% | -5.77% | -5.77% | - | - | - | - | - |
Performance Comparison: QDVD vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for QDVD
| Total Return (including Dividends) | QDVD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.08% | 1.17% | 1.17% |
| 3 Months | 7.35% | 11.77% | 11.77% |
| 12 Months | 7.84% | 22.89% | 22.89% |
| 5 Years | 79.86% | 101.58% | 101.58% |
| Trend Stabilty (consistency of price movement) | QDVD | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 45.5% | 58.7% | 58.7% |
| 3 Months | 71.9% | 96.1% | 96.1% |
| 12 Months | -21.8% | 50.3% | 50.3% |
| 5 Years | 94% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 57 %th | -0.10% | -0.10% |
| 3 Month | 86 %th | -3.95% | -3.95% |
| 12 Month | 76 %th | -12.25% | -12.25% |
| 5 Years | 71 %th | -10.78% | -10.78% |
FAQs
Does iShares MSCI USA (QDVD) outperform the market?
No,
over the last 12 months QDVD made 7.84%, while its related Sector, the SPDR SP500 Trust (SPY) made 22.89%.
Over the last 3 months QDVD made 7.35%, while SPY made 11.77%.
Performance Comparison QDVD vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
QDVD vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -0.1% | -10.3% | -15% |
| US NASDAQ 100 | QQQ | -0.3% | -0.4% | -12.4% | -22% |
| German DAX 40 | DAX | 0% | 2% | -15.7% | -29% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.1% | -2.8% | -16.8% | -15% |
| Hongkong Hang Seng | HSI | 0.2% | -4% | -37.1% | -35% |
| India NIFTY 50 | INDA | 0.5% | 6.4% | -8% | 12% |
| Brasil Bovespa | EWZ | -2.5% | 6.6% | -14% | 1% |
QDVD vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.7% | 0.8% | -11% | -24% |
| Consumer Discretionary | XLY | 1% | 0.9% | -1.8% | -21% |
| Consumer Staples | XLP | -0.7% | 3.1% | -8.7% | 2% |
| Energy | XLE | 2.3% | 1.9% | -2.1% | 6% |
| Financial | XLF | 0.5% | 2.9% | -6.5% | -21% |
| Health Care | XLV | -0.1% | 2.5% | 4.2% | 16% |
| Industrial | XLI | -0.3% | -0.2% | -16.4% | -19% |
| Materials | XLB | 0.9% | 3.3% | -6.1% | 5% |
| Real Estate | XLRE | 0.7% | 0.4% | -6.8% | 2% |
| Technology | XLK | -0.1% | -1% | -17.2% | -25% |
| Utilities | XLU | -3.7% | -4.3% | -17.5% | -15% |
| Aerospace & Defense | XAR | -1.6% | -2.9% | -30% | -48% |
| Biotech | XBI | -2.7% | -2.8% | 2.5% | 15% |
| Homebuilder | XHB | -3.3% | -4.9% | -5.9% | 8% |
| Retail | XRT | -0.7% | 1.5% | -5.4% | -4% |
QDVD vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 4.4% | 2.99% | -4.35% | 5% |
| Natural Gas | UNG | 3.6% | 13.8% | 20.1% | 6% |
| Gold | GLD | -3.2% | -0.2% | -23.6% | -32% |
| Silver | SLV | -0.7% | -1.7% | -22.8% | -30% |
| Copper | CPER | 20.7% | 13.7% | -3.2% | -1% |
QDVD vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.1% | -1.9% | -6.2% | 15% |
| iShares High Yield Corp. Bond | HYG | -1.7% | 0.4% | -9.4% | -2% |