(IUSA) iShares Core SP500 - Performance 7.8% in 12m
Compare IUSA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
91.86%
#13 in Group
Rel. Strength
60.14%
#3069 in Universe
Total Return 12m
7.75%
#33 in Group
Total Return 5y
138.42%
#27 in Group
12m Total Return: IUSA (7.8%) 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: IUSA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IUSA
| Total Return (including Dividends) | IUSA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.04% | -5.57% | -5.57% |
| 3 Months | -10.54% | -4.27% | -4.27% |
| 12 Months | 7.75% | 8.49% | 8.49% |
| 5 Years | 138.42% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | IUSA | SPY | S&P 500 |
| 1 Month | -29.0% | -26.8% | -26.8% |
| 3 Months | -59.9% | -52.6% | -52.6% |
| 12 Months | 85.5% | 85.4% | 85.4% |
| 5 Years | 92.9% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #85 | -3.67% | -3.67% |
| 3 Month | #93 | -6.78% | -6.78% |
| 12 Month | #33 | -1.32% | -1.32% |
| 5 Years | #42 | -0.21% | -0.21% |
FAQs
Does IUSA iShares Core SP500 outperforms the market?
No,
over the last 12 months IUSA made 7.75%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months IUSA made -10.54%, while SPY made -4.27%.
Over the last 3 months IUSA made -10.54%, while SPY made -4.27%.
Performance Comparison IUSA vs Indeces and Sectors
IUSA vs. Indices IUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.05% | -3.47% | 2.34% | -0.74% |
| US NASDAQ 100 | QQQ | 0.82% | -1.45% | 4.09% | 1.72% |
| US Dow Jones Industrial 30 | DIA | -2.29% | -5.01% | 0.47% | -0.18% |
| German DAX 40 | DAX | -0.64% | -7.31% | -14.1% | -12.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.64% | -9.04% | 6.48% | -1.78% |
| Hongkong Hang Seng | HSI | -2.31% | -8.59% | 4.69% | -8.91% |
| India NIFTY 50 | INDA | -2.38% | -16.1% | 11.9% | 7.05% |
| Brasil Bovespa | EWZ | -2.31% | -16.3% | 8.75% | 20.0% |
IUSA vs. Sectors IUSA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.34% | -3.88% | -6.83% | -10.8% |
| Consumer Discretionary | XLY | -0.27% | -0.73% | 1.45% | -1.40% |
| Consumer Staples | XLP | -6.47% | -7.86% | 0.79% | -2.87% |
| Energy | XLE | -4.26% | -12.5% | -7.71% | 6.26% |
| Financial | XLF | -2.93% | -4.84% | -10.3% | -13.0% |
| Health Care | XLV | -2.84% | -7.46% | 4.86% | 6.46% |
| Industrial | XLI | -1.21% | -5.48% | 2.90% | 1.33% |
| Materials | XLB | -2.96% | -6.37% | 10.4% | 13.2% |
| Real Estate | XLRE | -3.68% | -6.65% | 5.16% | -3.74% |
| Technology | XLK | 1.51% | -0.75% | 8.69% | 8.20% |
| Utilities | XLU | -4.48% | -9.28% | 1.34% | -16.8% |
| Aerospace & Defense | XAR | 1.28% | -5.80% | -2.14% | -8.60% |
| Biotech | XBI | 5.08% | -0.47% | 18.4% | 21.2% |
| Homebuilder | XHB | -0.33% | -4.92% | 22.3% | 19.1% |
| Retail | XRT | -0.66% | -2.47% | 10.7% | 18.3% |