(BUSA) 2023 EFT Series Trust - Performance 5.4% in 12m
Compare BUSA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
52.24%
#97 in Group
Rel. Strength
56.06%
#3510 in Universe
Total Return 12m
5.35%
#66 in Group
Total Return 5y
23.25%
#100 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: BUSA (5.4%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: BUSA vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for BUSA
| Total Return (including Dividends) | BUSA | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -7.15% | -5.82% | -5.89% |
| 3 Months | -8.82% | -10.73% | -12.45% |
| 12 Months | 5.35% | 5.31% | 6.72% |
| 5 Years | 23.25% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | BUSA | DIA | S&P 500 |
| 1 Month | -72.8% | -73.8% | -74.5% |
| 3 Months | -78.0% | -88.6% | -88.2% |
| 12 Months | 75.1% | 71.6% | 66.1% |
| 5 Years | 91.3% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #109 | -1.41% | -1.34% |
| 3 Month | #79 | 2.13% | 4.14% |
| 12 Month | #69 | 0.04% | -1.29% |
| 5 Years | #68 | 1.63% | -2.56% |
FAQs
Does BUSA 2023 EFT Series Trust outperforms the market?
Yes,
over the last 12 months BUSA made 5.35%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months BUSA made -8.82%, while DIA made -10.73%.
Over the last 3 months BUSA made -8.82%, while DIA made -10.73%.
Performance Comparison BUSA vs Indeces and Sectors
BUSA vs. Indices BUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.61% | -1.26% | 3.63% | -1.37% |
| US NASDAQ 100 | QQQ | 2.47% | -0.87% | 4.16% | -0.18% |
| US Dow Jones Industrial 30 | DIA | 2.78% | -1.33% | 3.09% | 0.04% |
| German DAX 40 | DAX | -3.75% | 2.25% | -13.4% | -12.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.90% | 0.35% | 1.35% | -0.54% |
| Hongkong Hang Seng | HSI | -2.68% | 2.67% | 2.11% | -10.9% |
| India NIFTY 50 | INDA | -2.76% | -11.9% | 1.18% | 2.28% |
| Brasil Bovespa | EWZ | -1.95% | -2.07% | 0.68% | 14.8% |
BUSA vs. Sectors BUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.36% | -1.49% | -5.18% | -8.19% |
| Consumer Discretionary | XLY | 2.48% | -3.23% | 0.89% | -3.87% |
| Consumer Staples | XLP | -1.69% | -10.4% | -6.59% | -8.59% |
| Energy | XLE | -3.11% | 2.93% | 2.57% | 15.6% |
| Financial | XLF | 0.24% | -2.64% | -4.49% | -13.6% |
| Health Care | XLV | 1.21% | 0.22% | 5.03% | 5.89% |
| Industrial | XLI | 0.49% | -2.45% | 3.55% | -0.01% |
| Materials | XLB | -0.11% | -0.50% | 10.7% | 12.9% |
| Real Estate | XLRE | -3.73% | -4.26% | 2.28% | -11.8% |
| Technology | XLK | 2.97% | 1.78% | 10.4% | 6.56% |
| Utilities | XLU | -1.70% | -6.73% | -2.11% | -19.0% |
| Aerospace & Defense | XAR | -0.08% | -7.19% | -6.13% | -18.8% |
| Biotech | XBI | -1.95% | 4.73% | 18.2% | 14.3% |
| Homebuilder | XHB | 0.66% | -0.31% | 21.5% | 14.5% |
| Retail | XRT | -0.09% | -5.04% | 8.30% | 9.74% |