(UPAB) iShares SP500 - Performance 6.2% in 12m
Compare UPAB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
42.33%
#136 in Group
Rel. Strength
59.34%
#3253 in Universe
Total Return 12m
6.16%
#25 in Group
Total Return 5y
22.16%
#135 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: UPAB (6.2%) vs SPY (5.7%)
5y Drawdown (Underwater) Chart
Top Performers in US Large-Cap Blend Equity
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 |
|---|---|---|---|---|---|---|---|---|
| VUSA XETRA Vanguard SP500 EUR |
-8.69% | 0.55% | 101% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-8.66% | 0.44% | 101% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-7.14% | 2.06% | 95.3% | - | - | - | - | - |
| VUAA XETRA Vanguard SP500 Acc |
-7.12% | 1.98% | 93.8% | - | - | - | - | - |
| LYSP5 SW Lyxor SP500 - D-USD USD |
-4.77% | 7.5% | 103% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-8.65% | 0.39% | 92.4% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-8.63% | 0.42% | 92.3% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-8.68% | 0.35% | 92.1% | - | - | - | - | - |
Performance Comparison: UPAB vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for UPAB
| Total Return (including Dividends) | UPAB | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -5.67% | -7.04% | -7.04% |
| 3 Months | -10.26% | -10.88% | -10.88% |
| 12 Months | 6.16% | 5.72% | 5.72% |
| 5 Years | 22.16% | 100.77% | 100.77% |
| Trend Score (consistency of price movement) | UPAB | SPY | S&P 500 |
| 1 Month | -79.6% | -76.1% | -76.1% |
| 3 Months | -85.5% | -86.4% | -86.4% |
| 12 Months | 66.1% | 67.8% | 67.8% |
| 5 Years | 87.8% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #35 | 1.47% | 1.47% |
| 3 Month | #23 | 0.71% | 0.71% |
| 12 Month | #22 | 0.41% | 0.41% |
| 5 Years | #35 | -1.51% | -1.51% |
FAQs
Does UPAB iShares SP500 outperforms the market?
Yes,
over the last 12 months UPAB made 6.16%, while its related Sector, the SPDR SP500 Trust (SPY) made 5.72%.
Over the last 3 months UPAB made -10.26%, while SPY made -10.88%.
Over the last 3 months UPAB made -10.26%, while SPY made -10.88%.
Performance Comparison UPAB vs Indeces and Sectors
UPAB vs. Indices UPAB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 10.7% | 1.37% | 0.77% | 0.44% |
| US NASDAQ 100 | QQQ | 11.1% | 2.19% | 0.86% | 2.50% |
| US Dow Jones Industrial 30 | DIA | 8.75% | -0.50% | -1.20% | -0.52% |
| German DAX 40 | DAX | -1.85% | 2.38% | -17.8% | -13.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.65% | 2.08% | -4.08% | -1.79% |
| Hongkong Hang Seng | HSI | 2.98% | 5.48% | -0.62% | -9.98% |
| India NIFTY 50 | INDA | 6.64% | -9.09% | 1.35% | 5.48% |
| Brasil Bovespa | EWZ | 6.14% | 0.61% | 0.45% | 17.1% |
UPAB vs. Sectors UPAB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 10.8% | 1.91% | -7.43% | -7.10% |
| Consumer Discretionary | XLY | 12.2% | 0.55% | -1.44% | -1.18% |
| Consumer Staples | XLP | 5.39% | -5.56% | -6.88% | -6.33% |
| Energy | XLE | 9.69% | 6.25% | 1.83% | 19.0% |
| Financial | XLF | 7.94% | -0.80% | -7.15% | -13.2% |
| Health Care | XLV | 8.24% | 1.11% | 1.96% | 6.30% |
| Industrial | XLI | 8.15% | 0.30% | 1.40% | 2.27% |
| Materials | XLB | 7.15% | 1.77% | 8.19% | 14.1% |
| Real Estate | XLRE | 4.90% | -0.68% | 1.05% | -8.20% |
| Technology | XLK | 11.3% | 4.16% | 6.80% | 9.38% |
| Utilities | XLU | 5.13% | -3.56% | -3.46% | -20.2% |
| Aerospace & Defense | XAR | 5.99% | -5.06% | -8.64% | -17.0% |
| Biotech | XBI | 6.13% | 9.23% | 16.7% | 18.3% |
| Homebuilder | XHB | 11.3% | 3.54% | 20.2% | 17.9% |
| Retail | XRT | 10.9% | 0.08% | 8.06% | 13.2% |