(IYG) iShares U.S. Financial - Performance 18.9% in 12m
Compare IYG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
76.53%
#17 in Group
Rel. Strength
76.65%
#1866 in Universe
Total Return 12m
18.90%
#9 in Group
Total Return 5y
122.07%
#16 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: IYG (18.9%) vs XLF (19%)
5y Drawdown (Underwater) Chart
Top Performers in Financial
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 |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
Performance Comparison: IYG vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IYG
| Total Return (including Dividends) | IYG | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.62% | -4.51% | -5.89% |
| 3 Months | -10.37% | -7.56% | -12.45% |
| 12 Months | 18.90% | 18.95% | 6.72% |
| 5 Years | 122.07% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | IYG | XLF | S&P 500 |
| 1 Month | -71.3% | -71.4% | -74.5% |
| 3 Months | -82.4% | -76.1% | -88.2% |
| 12 Months | 85.6% | 87.3% | 66.1% |
| 5 Years | 68.2% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #10 | -0.11% | 1.35% |
| 3 Month | #18 | -3.04% | 2.37% |
| 12 Month | #10 | -0.04% | 11.4% |
| 5 Years | #20 | -4.61% | 10.5% |
FAQs
Does IYG iShares U.S. Financial outperforms the market?
No,
over the last 12 months IYG made 18.90%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months IYG made -10.37%, while XLF made -7.56%.
Over the last 3 months IYG made -10.37%, while XLF made -7.56%.
Performance Comparison IYG vs Indeces and Sectors
IYG vs. Indices IYG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.75% | 1.27% | 7.76% | 12.2% |
| US NASDAQ 100 | QQQ | 2.61% | 1.66% | 8.29% | 13.4% |
| US Dow Jones Industrial 30 | DIA | 2.92% | 1.20% | 7.22% | 13.6% |
| German DAX 40 | DAX | -3.61% | 4.78% | -9.30% | 0.69% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.04% | 2.88% | 5.48% | 13.0% |
| Hongkong Hang Seng | HSI | -2.54% | 5.20% | 6.24% | 2.68% |
| India NIFTY 50 | INDA | -2.62% | -9.39% | 5.31% | 15.8% |
| Brasil Bovespa | EWZ | -1.81% | 0.46% | 4.81% | 28.4% |
IYG vs. Sectors IYG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.50% | 1.04% | -1.05% | 5.36% |
| Consumer Discretionary | XLY | 2.62% | -0.70% | 5.02% | 9.68% |
| Consumer Staples | XLP | -1.55% | -7.82% | -2.46% | 4.96% |
| Energy | XLE | -2.97% | 5.46% | 6.70% | 29.2% |
| Financial | XLF | 0.38% | -0.11% | -0.36% | -0.05% |
| Health Care | XLV | 1.35% | 2.75% | 9.16% | 19.4% |
| Industrial | XLI | 0.63% | 0.08% | 7.68% | 13.5% |
| Materials | XLB | 0.03% | 2.03% | 14.8% | 26.4% |
| Real Estate | XLRE | -3.59% | -1.73% | 6.41% | 1.79% |
| Technology | XLK | 3.11% | 4.31% | 14.6% | 20.1% |
| Utilities | XLU | -1.56% | -4.20% | 2.02% | -5.47% |
| Aerospace & Defense | XAR | 0.06% | -4.66% | -2.0% | -5.26% |
| Biotech | XBI | -1.81% | 7.26% | 22.3% | 27.8% |
| Homebuilder | XHB | 0.80% | 2.22% | 25.7% | 28.0% |
| Retail | XRT | 0.05% | -2.51% | 12.4% | 23.3% |