(I500) iShares SP500 Swap - Performance 8.2% in 12m
Compare I500 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
72.46%
#102 in Group
Rel. Strength
61.32%
#2978 in Universe
Total Return 12m
8.16%
#12 in Group
Total Return 5y
77.11%
#106 in Group
12m Total Return: I500 (8.2%) vs SPY (8.5%)
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 |
|---|---|---|---|---|---|---|---|---|
| D500 XETRA Invesco SP500 Dis |
-9.02% | 7.9% | 150% | - | - | - | - | - |
| VUSA XETRA Vanguard SP500 EUR |
-9.07% | 7.93% | 150% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-9% | 7.81% | 139% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-9.26% | 6.42% | 144% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-9.02% | 7.81% | 139% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-9.06% | 7.7% | 139% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-8.94% | 6.37% | 142% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-9.04% | 7.75% | 138% | - | - | - | - | - |
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 | -5.40% | -5.57% | -5.57% |
| 3 Months | -6.06% | -4.27% | -4.27% |
| 12 Months | 8.16% | 8.49% | 8.49% |
| 5 Years | 77.11% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | I500 | SPY | S&P 500 |
| 1 Month | -28.7% | -26.8% | -26.8% |
| 3 Months | -51.6% | -52.6% | -52.6% |
| 12 Months | 84.5% | 85.4% | 85.4% |
| 5 Years | 78.8% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #17 | 0.19% | 0.19% |
| 3 Month | #24 | -1.87% | -1.87% |
| 12 Month | #12 | -0.94% | -0.94% |
| 5 Years | #48 | -0.79% | -0.79% |
FAQs
Does I500 iShares SP500 Swap outperforms the market?
No,
over the last 12 months I500 made 8.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months I500 made -6.06%, while SPY made -4.27%.
Over the last 3 months I500 made -6.06%, while SPY made -4.27%.
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 | -1.02% | 0.17% | -0.75% | -0.33% |
| US NASDAQ 100 | QQQ | 0.85% | 2.19% | 1.0% | 2.13% |
| US Dow Jones Industrial 30 | DIA | -2.26% | -1.37% | -2.62% | 0.23% |
| German DAX 40 | DAX | -0.61% | -3.67% | -17.2% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.61% | -5.40% | 3.39% | -1.37% |
| Hongkong Hang Seng | HSI | -2.28% | -4.95% | 1.60% | -8.50% |
| India NIFTY 50 | INDA | -2.35% | -12.4% | 8.78% | 7.46% |
| Brasil Bovespa | EWZ | -2.28% | -12.6% | 5.66% | 20.4% |
I500 vs. Sectors I500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.31% | -0.24% | -9.92% | -10.4% |
| Consumer Discretionary | XLY | -0.24% | 2.91% | -1.64% | -0.99% |
| Consumer Staples | XLP | -6.44% | -4.22% | -2.30% | -2.46% |
| Energy | XLE | -4.23% | -8.89% | -10.8% | 6.67% |
| Financial | XLF | -2.90% | -1.20% | -13.4% | -12.6% |
| Health Care | XLV | -2.81% | -3.82% | 1.77% | 6.87% |
| Industrial | XLI | -1.18% | -1.84% | -0.19% | 1.74% |
| Materials | XLB | -2.93% | -2.73% | 7.27% | 13.6% |
| Real Estate | XLRE | -3.65% | -3.01% | 2.07% | -3.33% |
| Technology | XLK | 1.54% | 2.89% | 5.60% | 8.61% |
| Utilities | XLU | -4.45% | -5.64% | -1.75% | -16.4% |
| Aerospace & Defense | XAR | 1.31% | -2.16% | -5.23% | -8.19% |
| Biotech | XBI | 5.11% | 3.17% | 15.3% | 21.6% |
| Homebuilder | XHB | -0.30% | -1.28% | 19.2% | 19.5% |
| Retail | XRT | -0.63% | 1.17% | 7.58% | 18.7% |