(SMMV) iShares MSCI USA - Performance 14.3% in 12m
Compare SMMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
60.89%
#9 in Group
Rel. Strength
71.23%
#2309 in Universe
Total Return 12m
14.30%
#2 in Group
Total Return 5y
59.64%
#36 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: SMMV (14.3%) vs SPY (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
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 |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: SMMV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SMMV
| Total Return (including Dividends) | SMMV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -1.73% | -4.77% | -4.77% |
| 3 Months | -2.80% | -9.81% | -9.81% |
| 12 Months | 14.30% | 9.54% | 9.54% |
| 5 Years | 59.64% | 104.83% | 104.83% |
| Trend Score (consistency of price movement) | SMMV | SPY | S&P 500 |
| 1 Month | -43.5% | -51.2% | -51.2% |
| 3 Months | -82.6% | -90.1% | -90.1% |
| 12 Months | 76.6% | 59.4% | 59.4% |
| 5 Years | 61.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #2 | 3.19% | 3.19% |
| 3 Month | #2 | 7.77% | 7.77% |
| 12 Month | #1 | 4.34% | 4.34% |
| 5 Years | #50 | -22.1% | -22.1% |
FAQs
Does SMMV iShares MSCI USA outperforms the market?
Yes,
over the last 12 months SMMV made 14.30%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.54%.
Over the last 3 months SMMV made -2.80%, while SPY made -9.81%.
Over the last 3 months SMMV made -2.80%, while SPY made -9.81%.
Performance Comparison SMMV vs Indeces and Sectors
SMMV vs. Indices SMMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.76% | 3.04% | 5.76% | 4.76% |
| US NASDAQ 100 | QQQ | -4.15% | 3.02% | 5.52% | 4.06% |
| US Dow Jones Industrial 30 | DIA | -1.37% | 3.98% | 5.38% | 8.31% |
| German DAX 40 | DAX | -3.08% | 1.68% | -12.6% | -7.10% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.75% | 1.36% | 5.45% | 4.71% |
| Hongkong Hang Seng | HSI | -3.41% | 1.48% | 2.84% | -1.20% |
| India NIFTY 50 | INDA | -1.74% | -4.84% | 3.05% | 10.2% |
| Brasil Bovespa | EWZ | -4.94% | -3.83% | 2.02% | 21.0% |
SMMV vs. Sectors SMMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.86% | 3.26% | -3.31% | -3.0% |
| Consumer Discretionary | XLY | -3.61% | 3.25% | 3.32% | 1.87% |
| Consumer Staples | XLP | 2.09% | -3.81% | 0.30% | 4.78% |
| Energy | XLE | -0.19% | 9.37% | 7.33% | 25.7% |
| Financial | XLF | -2.34% | 2.06% | -2.40% | -4.87% |
| Health Care | XLV | -0.31% | 4.90% | 8.01% | 15.2% |
| Industrial | XLI | -1.88% | 2.19% | 4.93% | 7.05% |
| Materials | XLB | -1.99% | 2.08% | 11.8% | 18.3% |
| Real Estate | XLRE | 0.74% | 1.21% | 7.79% | -0.33% |
| Technology | XLK | -5.43% | 3.88% | 10.8% | 9.84% |
| Utilities | XLU | 0.22% | -2.09% | 3.10% | -6.84% |
| Aerospace & Defense | XAR | -2.01% | -1.11% | -5.58% | -11.3% |
| Biotech | XBI | -5.44% | 7.20% | 17.6% | 17.8% |
| Homebuilder | XHB | -2.76% | 4.10% | 20.5% | 21.7% |
| Retail | XRT | -1.86% | 2.10% | 9.48% | 18.4% |