(I500) iShares SP500 Swap - Performance 7.9% in 12m
Compare I500 with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.91%
#75 in Group
Rel. Strength
60.47%
#3043 in Universe
Total Return 12m
7.88%
#17 in Group
Total Return 5y
92.86%
#100 in Group
12m Total Return: I500 (7.9%) vs SPY (8.5%)
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 |
|---|---|---|---|---|---|---|---|---|
| D500 XETRA Invesco SP500 Dis |
-9.02% | 7.9% | 150% | - | - | - | - | - |
| VUSA XETRA Vanguard SP500 EUR |
-9.07% | 7.93% | 150% | - | - | - | - | - |
| LYPS XETRA Multi Units Luxembourg |
-9% | 7.81% | 139% | - | - | - | - | - |
| JREU XETRA JPMorgan s (Ireland) ICAV |
-9.26% | 6.42% | 144% | - | - | - | - | - |
| D5BM XETRA Xtrackers SP500 Swap 1C |
-9.02% | 7.81% | 139% | - | - | - | - | - |
| AUM5 XETRA Amundi Index Solutions |
-9.06% | 7.7% | 139% | - | - | - | - | - |
| 5ESG XETRA Invesco SP500 ESG Index |
-8.94% | 6.37% | 142% | - | - | - | - | - |
| IUSA XETRA iShares Core SP500 USD |
-9.04% | 7.75% | 138% | - | - | - | - | - |
Performance Comparison: I500 vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for I500
| Total Return (including Dividends) | I500 | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.02% | -5.57% | -5.57% |
| 3 Months | -10.50% | -4.27% | -4.27% |
| 12 Months | 7.88% | 8.49% | 8.49% |
| 5 Years | 92.86% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | I500 | SPY | S&P 500 |
| 1 Month | -31.4% | -26.8% | -26.8% |
| 3 Months | -59.4% | -52.6% | -52.6% |
| 12 Months | 85.6% | 85.4% | 85.4% |
| 5 Years | 90.6% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #78 | -3.66% | -3.66% |
| 3 Month | #86 | -6.74% | -6.74% |
| 12 Month | #19 | -1.20% | -1.20% |
| 5 Years | #4 | 7.44% | 7.44% |
FAQs
Does I500 iShares SP500 Swap outperforms the market?
No,
over the last 12 months I500 made 7.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months I500 made -10.50%, while SPY made -4.27%.
Over the last 3 months I500 made -10.50%, while SPY made -4.27%.
Performance Comparison I500 vs Indeces and Sectors
I500 vs. Indices I500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.99% | -3.45% | 2.44% | -0.61% |
| US NASDAQ 100 | QQQ | 0.88% | -1.43% | 4.19% | 1.85% |
| US Dow Jones Industrial 30 | DIA | -2.23% | -4.99% | 0.57% | -0.05% |
| German DAX 40 | DAX | -0.58% | -7.29% | -14.0% | -12.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.58% | -9.02% | 6.58% | -1.65% |
| Hongkong Hang Seng | HSI | -2.25% | -8.57% | 4.79% | -8.78% |
| India NIFTY 50 | INDA | -2.32% | -16.1% | 12.0% | 7.18% |
| Brasil Bovespa | EWZ | -2.25% | -16.2% | 8.85% | 20.1% |
I500 vs. Sectors I500 is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.28% | -3.86% | -6.73% | -10.7% |
| Consumer Discretionary | XLY | -0.21% | -0.71% | 1.55% | -1.27% |
| Consumer Staples | XLP | -6.41% | -7.84% | 0.89% | -2.74% |
| Energy | XLE | -4.20% | -12.5% | -7.61% | 6.39% |
| Financial | XLF | -2.87% | -4.82% | -10.2% | -12.9% |
| Health Care | XLV | -2.78% | -7.44% | 4.96% | 6.59% |
| Industrial | XLI | -1.15% | -5.46% | 3.0% | 1.46% |
| Materials | XLB | -2.90% | -6.35% | 10.5% | 13.3% |
| Real Estate | XLRE | -3.62% | -6.63% | 5.26% | -3.61% |
| Technology | XLK | 1.57% | -0.73% | 8.79% | 8.33% |
| Utilities | XLU | -4.42% | -9.26% | 1.44% | -16.7% |
| Aerospace & Defense | XAR | 1.34% | -5.78% | -2.04% | -8.47% |
| Biotech | XBI | 5.14% | -0.45% | 18.5% | 21.3% |
| Homebuilder | XHB | -0.27% | -4.90% | 22.4% | 19.3% |
| Retail | XRT | -0.60% | -2.45% | 10.8% | 18.4% |