(I500) iShares SP500 Swap - Performance 7.2% in 12m
Compare I500 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.08%
#96 in Group
Rel. Strength
61.98%
#3038 in Universe
Total Return 12m
7.21%
#5 in Group
Total Return 5y
68.30%
#101 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: I500 (7.2%) vs SPY (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend 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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-14% | -0.68% | 99% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-13.9% | -0.75% | 98.5% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-12.7% | 0.6% | 92.5% | - | - | - | - | - |
| LYSP5 SW Lyxor SP500 - D-USD USD |
-9.63% | 5.81% | 101% | - | - | - | - | - |
| ESDD PA BNP Paribas Easy SP500 H |
-8.5% | 6.58% | 101% | - | - | - | - | - |
| CSSPX SW iShares Core SP500 USD |
-8.51% | 6.83% | 100% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-13.9% | -0.81% | 90.1% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-14% | -0.82% | 89.9% | - | - | - | - | - |
Performance Comparison: I500 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for I500
| Total Return (including Dividends) | I500 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -8.38% | -8.16% | -8.16% |
| 3 Months | -13.27% | -12.80% | -12.80% |
| 12 Months | 7.21% | 6.85% | 6.85% |
| 5 Years | 68.30% | 100.40% | 100.40% |
| Trend Score (consistency of price movement) | I500 | SPY | S&P 500 |
| 1 Month | -71.6% | -70.9% | -70.9% |
| 3 Months | -88.5% | -90.1% | -90.1% |
| 12 Months | 61.7% | 62.2% | 62.2% |
| 5 Years | 79.3% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | -0.24% | -0.24% |
| 3 Month | #12 | -0.54% | -0.54% |
| 12 Month | #8 | 0.33% | 0.33% |
| 5 Years | #20 | 0.02% | 0.02% |
FAQs
Does I500 iShares SP500 Swap outperforms the market?
Yes,
over the last 12 months I500 made 7.21%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.85%.
Over the last 3 months I500 made -13.27%, while SPY made -12.80%.
Over the last 3 months I500 made -13.27%, while SPY made -12.80%.
Performance Comparison I500 vs Indeces and Sectors
I500 vs. Indices I500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.81% | -0.22% | -0.13% | 0.36% |
| US NASDAQ 100 | QQQ | 0.21% | 1.03% | 0.93% | 0.43% |
| US Dow Jones Industrial 30 | DIA | 0.14% | -0.52% | -1.16% | 3.06% |
| German DAX 40 | DAX | -2.90% | -1.52% | -18.6% | -11.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.43% | -4.65% | -2.55% | -0.86% |
| Hongkong Hang Seng | HSI | -5.86% | -3.42% | -4.77% | -10.1% |
| India NIFTY 50 | INDA | -7.38% | -11.0% | -6.11% | 3.36% |
| Brasil Bovespa | EWZ | -6.76% | -7.12% | -5.46% | 17.1% |
I500 vs. Sectors I500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.97% | -0.06% | -9.15% | -7.77% |
| Consumer Discretionary | XLY | -1.29% | 0.49% | -4.03% | -2.94% |
| Consumer Staples | XLP | -4.23% | -12.0% | -10.8% | -5.07% |
| Energy | XLE | -5.70% | 3.96% | -0.79% | 19.3% |
| Financial | XLF | -2.51% | -2.42% | -9.98% | -9.98% |
| Health Care | XLV | -0.83% | -0.16% | 0.70% | 8.82% |
| Industrial | XLI | -1.38% | -1.19% | -0.81% | 3.01% |
| Materials | XLB | -3.42% | -2.42% | 5.20% | 14.1% |
| Real Estate | XLRE | -4.20% | -5.03% | -2.85% | -8.42% |
| Technology | XLK | 1.46% | 3.19% | 7.50% | 7.44% |
| Utilities | XLU | -3.15% | -8.16% | -6.54% | -14.5% |
| Aerospace & Defense | XAR | -0.45% | -3.01% | -8.93% | -14.0% |
| Biotech | XBI | -4.18% | 4.21% | 11.8% | 14.4% |
| Homebuilder | XHB | -3.94% | -0.40% | 12.6% | 15.2% |
| Retail | XRT | -5.02% | -2.76% | 1.80% | 11.7% |