(IVE) iShares SP500 Value - Performance 2.3% in 12m
Compare IVE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.85%
#54 in Group
Rel. Strength
49.56%
#4029 in Universe
Total Return 12m
2.27%
#108 in Group
Total Return 5y
89.12%
#45 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: IVE (2.3%) vs SPY (6.7%)
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: IVE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IVE
| Total Return (including Dividends) | IVE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -6.36% | -5.89% | -5.89% |
| 3 Months | -8.99% | -12.45% | -12.45% |
| 12 Months | 2.27% | 6.72% | 6.72% |
| 5 Years | 89.12% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | IVE | SPY | S&P 500 |
| 1 Month | -73.6% | -74.5% | -74.5% |
| 3 Months | -83.2% | -88.2% | -88.2% |
| 12 Months | 52.3% | 66.1% | 66.1% |
| 5 Years | 93.4% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #81 | -0.50% | -0.50% |
| 3 Month | #49 | 3.95% | 3.95% |
| 12 Month | #120 | -4.18% | -4.18% |
| 5 Years | #109 | -5.94% | -5.94% |
FAQs
Does IVE iShares SP500 Value outperforms the market?
No,
over the last 12 months IVE made 2.27%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months IVE made -8.99%, while SPY made -12.45%.
Over the last 3 months IVE made -8.99%, while SPY made -12.45%.
Performance Comparison IVE vs Indeces and Sectors
IVE vs. Indices IVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.89% | -0.47% | -1.43% | -4.45% |
| US NASDAQ 100 | QQQ | 1.75% | -0.08% | -0.90% | -3.26% |
| US Dow Jones Industrial 30 | DIA | 2.06% | -0.54% | -1.97% | -3.04% |
| German DAX 40 | DAX | -4.47% | 3.04% | -18.5% | -15.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.18% | 1.14% | -3.71% | -3.62% |
| Hongkong Hang Seng | HSI | -3.40% | 3.46% | -2.95% | -14.0% |
| India NIFTY 50 | INDA | -3.48% | -11.1% | -3.88% | -0.80% |
| Brasil Bovespa | EWZ | -2.67% | -1.28% | -4.38% | 11.7% |
IVE vs. Sectors IVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.64% | -0.70% | -10.2% | -11.3% |
| Consumer Discretionary | XLY | 1.76% | -2.44% | -4.17% | -6.95% |
| Consumer Staples | XLP | -2.41% | -9.56% | -11.7% | -11.7% |
| Energy | XLE | -3.83% | 3.72% | -2.49% | 12.6% |
| Financial | XLF | -0.48% | -1.85% | -9.55% | -16.7% |
| Health Care | XLV | 0.49% | 1.01% | -0.03% | 2.81% |
| Industrial | XLI | -0.23% | -1.66% | -1.51% | -3.09% |
| Materials | XLB | -0.83% | 0.29% | 5.65% | 9.81% |
| Real Estate | XLRE | -4.45% | -3.47% | -2.78% | -14.8% |
| Technology | XLK | 2.25% | 2.57% | 5.38% | 3.48% |
| Utilities | XLU | -2.42% | -5.94% | -7.17% | -22.1% |
| Aerospace & Defense | XAR | -0.80% | -6.40% | -11.2% | -21.9% |
| Biotech | XBI | -2.67% | 5.52% | 13.1% | 11.2% |
| Homebuilder | XHB | -0.06% | 0.48% | 16.5% | 11.4% |
| Retail | XRT | -0.81% | -4.25% | 3.24% | 6.66% |