(SIZE) iShares MSCI USA Size - Performance 4.3% in 12m
Compare SIZE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.10%
#17 in Group
Rel. Strength
53.41%
#3722 in Universe
Total Return 12m
4.31%
#23 in Group
Total Return 5y
89.62%
#27 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: SIZE (4.3%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-3.37% | 14.7% | 73.2% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-4.74% | 8.57% | 89.6% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-5.1% | 4.62% | 92.9% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-4.66% | 1.86% | 97.8% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-4.67% | 3.17% | 89.9% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-10.6% | -8.96% | 140% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
-5.75% | 5.02% | 88.2% | - | - | - | - | - |
Performance Comparison: SIZE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SIZE
| Total Return (including Dividends) | SIZE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.68% | -5.89% | -5.89% |
| 3 Months | -11.31% | -12.45% | -12.45% |
| 12 Months | 4.31% | 6.72% | 6.72% |
| 5 Years | 89.62% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | SIZE | SPY | S&P 500 |
| 1 Month | -75.3% | -74.5% | -74.5% |
| 3 Months | -90.0% | -88.2% | -88.2% |
| 12 Months | 62.7% | 66.1% | 66.1% |
| 5 Years | 74.5% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #39 | 0.22% | 0.22% |
| 3 Month | #25 | 1.29% | 1.29% |
| 12 Month | #25 | -2.26% | -2.26% |
| 5 Years | #34 | -5.69% | -5.69% |
FAQs
Does SIZE iShares MSCI USA Size outperforms the market?
No,
over the last 12 months SIZE made 4.31%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months SIZE made -11.31%, while SPY made -12.45%.
Over the last 3 months SIZE made -11.31%, while SPY made -12.45%.
Performance Comparison SIZE vs Indeces and Sectors
SIZE vs. Indices SIZE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.51% | 0.21% | 0.15% | -2.41% |
| US NASDAQ 100 | QQQ | 3.37% | 0.60% | 0.68% | -1.22% |
| US Dow Jones Industrial 30 | DIA | 3.68% | 0.14% | -0.39% | -1.0% |
| German DAX 40 | DAX | -2.85% | 3.72% | -16.9% | -13.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.80% | 1.82% | -2.13% | -1.58% |
| Hongkong Hang Seng | HSI | -1.78% | 4.14% | -1.37% | -11.9% |
| India NIFTY 50 | INDA | -1.86% | -10.5% | -2.30% | 1.24% |
| Brasil Bovespa | EWZ | -1.05% | -0.60% | -2.80% | 13.8% |
SIZE vs. Sectors SIZE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.26% | -0.02% | -8.66% | -9.23% |
| Consumer Discretionary | XLY | 3.38% | -1.76% | -2.59% | -4.91% |
| Consumer Staples | XLP | -0.79% | -8.88% | -10.1% | -9.63% |
| Energy | XLE | -2.21% | 4.40% | -0.91% | 14.6% |
| Financial | XLF | 1.14% | -1.17% | -7.97% | -14.6% |
| Health Care | XLV | 2.11% | 1.69% | 1.55% | 4.85% |
| Industrial | XLI | 1.39% | -0.98% | 0.07% | -1.05% |
| Materials | XLB | 0.79% | 0.97% | 7.23% | 11.9% |
| Real Estate | XLRE | -2.83% | -2.79% | -1.20% | -12.8% |
| Technology | XLK | 3.87% | 3.25% | 6.96% | 5.52% |
| Utilities | XLU | -0.80% | -5.26% | -5.59% | -20.1% |
| Aerospace & Defense | XAR | 0.82% | -5.72% | -9.61% | -19.9% |
| Biotech | XBI | -1.05% | 6.20% | 14.7% | 13.2% |
| Homebuilder | XHB | 1.56% | 1.16% | 18.1% | 13.4% |
| Retail | XRT | 0.81% | -3.57% | 4.82% | 8.70% |