(D500) Invesco SP500 Dis - Performance 9.3% in 12m
Compare D500 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
92.88%
#2 in Group
Rel. Strength
61.90%
#2913 in Universe
Total Return 12m
9.28%
#31 in Group
Total Return 5y
141.48%
#4 in Group
P/E -
(unknown) Percentile in Group
P/E Forward -
(unknown) Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -
(unknown) Percentile in Group
12m Total Return: D500 (9.3%) vs SPY (10.2%)
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 |
-7.88% | 9.32% | 143% | - | - | - | - | - |
| D500 XETRA Invesco SP500 Dis |
-7.86% | 9.28% | 141% | - | - | - | - | - |
| S5SD XETRA UBS (Irl) - SP500 ESG |
-7.79% | 7.75% | 145% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-7.8% | 9.26% | 132% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-7.9% | 7.92% | 137% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-7.8% | 9.2% | 132% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-7.83% | 9.18% | 132% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-7.78% | 7.77% | 136% | - | - | - | - | - |
Performance Comparison: D500 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for D500
| Total Return (including Dividends) | D500 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.86% | -3.01% | -3.01% |
| 3 Months | -9.31% | -3.15% | -3.15% |
| 12 Months | 9.28% | 10.19% | 10.19% |
| 5 Years | 141.48% | 129.24% | 129.24% |
| Trend Score (consistency of price movement) | D500 | SPY | S&P 500 |
| 1 Month | -1.0% | -5.5% | -5.5% |
| 3 Months | -64.5% | -58.4% | -58.4% |
| 12 Months | 84.5% | 84.1% | 84.1% |
| 5 Years | 93.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #92 | -5.0% | -5.0% |
| 3 Month | #79 | -6.36% | -6.36% |
| 12 Month | #36 | -0.82% | -0.82% |
| 5 Years | #10 | 5.34% | 5.34% |
FAQs
Does D500 Invesco SP500 Dis outperforms the market?
No,
over the last 12 months D500 made 9.28%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.19%.
Over the last 3 months D500 made -9.31%, while SPY made -3.15%.
Over the last 3 months D500 made -9.31%, while SPY made -3.15%.
Performance Comparison D500 vs Indeces and Sectors
D500 vs. Indices D500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.24% | -4.85% | 1.35% | -0.91% |
| US NASDAQ 100 | QQQ | -0.26% | -3.80% | 2.12% | 0.68% |
| US Dow Jones Industrial 30 | DIA | -1.44% | -5.72% | 0.43% | -0.23% |
| German DAX 40 | DAX | 0.06% | -4.48% | -15.4% | -12.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.95% | -8.09% | 16.6% | 0.16% |
| Hongkong Hang Seng | HSI | -3.21% | -10.6% | 10.6% | -8.05% |
| India NIFTY 50 | INDA | -2.27% | -15.7% | 11.7% | 8.58% |
| Brasil Bovespa | EWZ | -1.35% | -16.2% | 9.35% | 21.0% |
D500 vs. Sectors D500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.30% | -4.05% | -6.76% | -9.93% |
| Consumer Discretionary | XLY | -2.0% | -4.03% | -2.01% | -4.78% |
| Consumer Staples | XLP | -4.03% | -6.02% | 0.51% | -1.75% |
| Energy | XLE | -2.33% | -15.9% | -4.23% | 8.47% |
| Financial | XLF | -1.72% | -5.16% | -10.8% | -13.0% |
| Health Care | XLV | -1.66% | -4.70% | 6.05% | 7.59% |
| Industrial | XLI | -1.55% | -7.17% | 2.06% | 0.75% |
| Materials | XLB | -2.34% | -8.37% | 9.46% | 13.2% |
| Real Estate | XLRE | -3.28% | -5.17% | 4.47% | -4.08% |
| Technology | XLK | -0.11% | -3.85% | 6.47% | 7.27% |
| Utilities | XLU | -4.53% | -8.68% | 2.23% | -16.0% |
| Aerospace & Defense | XAR | -0.64% | -9.14% | -2.57% | -11.7% |
| Biotech | XBI | 3.32% | -2.01% | 19.1% | 20.3% |
| Homebuilder | XHB | -1.74% | -8.01% | 20.7% | 17.0% |
| Retail | XRT | -3.54% | -7.36% | 5.43% | 14.1% |