(USMV) iShares MSCI USA Min - Performance 14.2% in 12m
Compare USMV with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.33%
#78 in Group
Rel. Strength
71.43%
#2194 in Universe
Total Return 12m
14.21%
#7 in Group
Total Return 5y
94.50%
#107 in Group
12m Total Return: USMV (14.2%) vs SPY (8.8%)
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
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 | -0.53% | -3.62% | -3.62% |
| 3 Months | 5.93% | -3.76% | -3.76% |
| 12 Months | 14.21% | 8.80% | 8.80% |
| 5 Years | 94.50% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | USMV | SPY | S&P 500 |
| 1 Month | 29.4% | -17.5% | -17.5% |
| 3 Months | 73.9% | -55.3% | -55.3% |
| 12 Months | 89.1% | 84.8% | 84.8% |
| 5 Years | 85.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | 3.20% | 3.20% |
| 3 Month | #8 | 10.1% | 10.1% |
| 12 Month | #9 | 4.97% | 4.97% |
| 5 Years | #190 | -20.0% | -20.0% |
FAQs
Does USMV iShares MSCI USA Min outperforms the market?
Yes,
over the last 12 months USMV made 14.21%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months USMV made 5.93%, while SPY made -3.76%.
Over the last 3 months USMV made 5.93%, while SPY made -3.76%.
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 | 3.32% | 3.09% | 4.23% | 5.41% |
| US NASDAQ 100 | QQQ | 5.01% | 4.23% | 4.99% | 7.32% |
| US Dow Jones Industrial 30 | DIA | 2.26% | 2.18% | 3.20% | 6.35% |
| German DAX 40 | DAX | 3.40% | 2.28% | -13.6% | -8.20% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.33% | -0.80% | 12.4% | 5.13% |
| Hongkong Hang Seng | HSI | 0.52% | -3.01% | 8.62% | -3.98% |
| India NIFTY 50 | INDA | 2.70% | -7.33% | 15.1% | 14.4% |
| Brasil Bovespa | EWZ | 1.86% | -8.82% | 10.8% | 25.5% |
USMV vs. Sectors USMV is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.23% | 3.61% | -3.76% | -4.39% |
| Consumer Discretionary | XLY | 3.91% | 5.09% | 3.06% | 3.92% |
| Consumer Staples | XLP | -3.15% | 1.02% | 3.36% | 3.43% |
| Energy | XLE | -0.03% | -8.40% | -2.87% | 12.1% |
| Financial | XLF | 2.15% | 2.97% | -7.72% | -6.40% |
| Health Care | XLV | 2.13% | 3.27% | 9.16% | 14.8% |
| Industrial | XLI | 2.79% | 1.09% | 5.45% | 7.19% |
| Materials | XLB | 1.05% | -0.22% | 12.9% | 19.3% |
| Real Estate | XLRE | -0.56% | 2.62% | 7.56% | 2.64% |
| Technology | XLK | 5.54% | 4.19% | 8.76% | 13.9% |
| Utilities | XLU | -1.97% | -0.88% | 4.93% | -10.6% |
| Aerospace & Defense | XAR | 5.66% | -0.22% | 1.13% | -3.05% |
| Biotech | XBI | 11.0% | 8.16% | 23.7% | 30.8% |
| Homebuilder | XHB | 3.22% | 0.96% | 24.9% | 25.3% |
| Retail | XRT | 1.74% | 2.12% | 11.0% | 23.7% |