(IWX) iShares Russell Top - Performance 7.9% in 12m
Compare IWX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.81%
#41 in Group
Rel. Strength
63.15%
#2944 in Universe
Total Return 12m
7.89%
#44 in Group
Total Return 5y
80.00%
#62 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: IWX (7.9%) 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: IWX vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for IWX
| Total Return (including Dividends) | IWX | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -5.50% | -5.82% | -5.89% |
| 3 Months | -6.62% | -10.73% | -12.45% |
| 12 Months | 7.89% | 5.31% | 6.72% |
| 5 Years | 80.00% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | IWX | DIA | S&P 500 |
| 1 Month | -73.3% | -73.8% | -74.5% |
| 3 Months | -70.0% | -88.6% | -88.2% |
| 12 Months | 75.8% | 71.6% | 66.1% |
| 5 Years | 88.1% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #43 | 0.34% | 0.42% |
| 3 Month | #35 | 4.60% | 6.66% |
| 12 Month | #48 | 2.45% | 1.09% |
| 5 Years | #85 | -0.72% | -10.5% |
FAQs
Does IWX iShares Russell Top outperforms the market?
Yes,
over the last 12 months IWX made 7.89%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months IWX made -6.62%, while DIA made -10.73%.
Over the last 3 months IWX made -6.62%, while DIA made -10.73%.
Performance Comparison IWX vs Indeces and Sectors
IWX vs. Indices IWX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.10% | 0.39% | 3.10% | 1.17% |
| US NASDAQ 100 | QQQ | 1.96% | 0.78% | 3.63% | 2.36% |
| US Dow Jones Industrial 30 | DIA | 2.27% | 0.32% | 2.56% | 2.58% |
| German DAX 40 | DAX | -4.26% | 3.90% | -14.0% | -10.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.39% | 2.0% | 0.82% | 2.0% |
| Hongkong Hang Seng | HSI | -3.19% | 4.32% | 1.58% | -8.33% |
| India NIFTY 50 | INDA | -3.27% | -10.3% | 0.65% | 4.82% |
| Brasil Bovespa | EWZ | -2.46% | -0.42% | 0.15% | 17.4% |
IWX vs. Sectors IWX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.85% | 0.16% | -5.71% | -5.65% |
| Consumer Discretionary | XLY | 1.97% | -1.58% | 0.36% | -1.33% |
| Consumer Staples | XLP | -2.20% | -8.70% | -7.12% | -6.05% |
| Energy | XLE | -3.62% | 4.58% | 2.04% | 18.2% |
| Financial | XLF | -0.27% | -0.99% | -5.02% | -11.1% |
| Health Care | XLV | 0.70% | 1.87% | 4.50% | 8.43% |
| Industrial | XLI | -0.02% | -0.80% | 3.02% | 2.53% |
| Materials | XLB | -0.62% | 1.15% | 10.2% | 15.4% |
| Real Estate | XLRE | -4.24% | -2.61% | 1.75% | -9.22% |
| Technology | XLK | 2.46% | 3.43% | 9.91% | 9.10% |
| Utilities | XLU | -2.21% | -5.08% | -2.64% | -16.5% |
| Aerospace & Defense | XAR | -0.59% | -5.54% | -6.66% | -16.3% |
| Biotech | XBI | -2.46% | 6.38% | 17.7% | 16.8% |
| Homebuilder | XHB | 0.15% | 1.34% | 21.0% | 17.0% |
| Retail | XRT | -0.60% | -3.39% | 7.77% | 12.3% |