(USMV) iShares MSCI USA Min - Performance 13.1% in 12m
Compare USMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.04%
#42 in Group
Rel. Strength
71.78%
#2255 in Universe
Total Return 12m
13.14%
#9 in Group
Total Return 5y
67.49%
#109 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: USMV (13.1%) vs SPY (6.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
-8.68% | 17.4% | 139% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-6.24% | 10.4% | 114% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-2.51% | 13.8% | 93.7% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-6.76% | 8.18% | 106% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-9.05% | 3.32% | 112% | - | - | - | - | - |
| PTLC BATS Pacer Trendpilot US Large |
-6.76% | 7.26% | 88.9% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-11.4% | 0.7% | 105% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-7.73% | 11.1% | 104% | - | - | - | - | - |
Performance Comparison: USMV vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for USMV
| Total Return (including Dividends) | USMV | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.24% | -8.16% | -8.16% |
| 3 Months | -0.33% | -12.80% | -12.80% |
| 12 Months | 13.14% | 6.85% | 6.85% |
| 5 Years | 67.49% | 100.40% | 100.40% |
| Trend Score (consistency of price movement) | USMV | SPY | S&P 500 |
| 1 Month | -61.4% | -70.9% | -70.9% |
| 3 Months | -19.4% | -90.1% | -90.1% |
| 12 Months | 80.2% | 62.2% | 62.2% |
| 5 Years | 85.8% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #10 | 5.36% | 5.36% |
| 3 Month | #6 | 14.3% | 14.3% |
| 12 Month | #8 | 5.89% | 5.89% |
| 5 Years | #185 | -16.4% | -16.4% |
FAQs
Does USMV iShares MSCI USA Min outperforms the market?
Yes,
over the last 12 months USMV made 13.14%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.85%.
Over the last 3 months USMV made -0.33%, while SPY made -12.80%.
Over the last 3 months USMV made -0.33%, while SPY made -12.80%.
Performance Comparison USMV vs Indeces and Sectors
USMV vs. Indices USMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.03% | 4.92% | 7.60% | 6.29% |
| US NASDAQ 100 | QQQ | 2.05% | 6.17% | 8.66% | 6.36% |
| US Dow Jones Industrial 30 | DIA | 1.98% | 4.62% | 6.57% | 8.99% |
| German DAX 40 | DAX | -1.06% | 3.62% | -10.9% | -5.37% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.59% | 0.49% | 5.18% | 5.07% |
| Hongkong Hang Seng | HSI | -4.02% | 1.72% | 2.96% | -4.13% |
| India NIFTY 50 | INDA | -5.54% | -5.89% | 1.62% | 9.29% |
| Brasil Bovespa | EWZ | -4.92% | -1.98% | 2.27% | 23.0% |
USMV vs. Sectors USMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.87% | 5.08% | -1.42% | -1.84% |
| Consumer Discretionary | XLY | 0.55% | 5.63% | 3.70% | 2.99% |
| Consumer Staples | XLP | -2.39% | -6.82% | -3.02% | 0.86% |
| Energy | XLE | -3.86% | 9.10% | 6.94% | 25.2% |
| Financial | XLF | -0.67% | 2.72% | -2.25% | -4.05% |
| Health Care | XLV | 1.01% | 4.98% | 8.43% | 14.8% |
| Industrial | XLI | 0.46% | 3.95% | 6.92% | 8.94% |
| Materials | XLB | -1.58% | 2.72% | 12.9% | 20.0% |
| Real Estate | XLRE | -2.36% | 0.11% | 4.88% | -2.49% |
| Technology | XLK | 3.30% | 8.33% | 15.2% | 13.4% |
| Utilities | XLU | -1.31% | -3.02% | 1.19% | -8.60% |
| Aerospace & Defense | XAR | 1.39% | 2.13% | -1.20% | -8.04% |
| Biotech | XBI | -2.34% | 9.35% | 19.6% | 20.3% |
| Homebuilder | XHB | -2.10% | 4.74% | 20.3% | 21.1% |
| Retail | XRT | -3.18% | 2.38% | 9.53% | 17.6% |