(OM3L) iShares MSCI USA ESG - Performance 6.3% in 12m
Compare OM3L with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
89.22%
#50 in Group
Rel. Strength
54.95%
#3468 in Universe
Total Return 12m
6.25%
#93 in Group
Total Return 5y
139.53%
#17 in Group
12m Total Return: OM3L (6.3%) 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: OM3L vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OM3L
| Total Return (including Dividends) | OM3L | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -9.40% | -5.57% | -5.57% |
| 3 Months | -11.71% | -4.27% | -4.27% |
| 12 Months | 6.25% | 8.49% | 8.49% |
| 5 Years | 139.53% | 138.91% | 138.91% |
| Trend Score (consistency of price movement) | OM3L | SPY | S&P 500 |
| 1 Month | -32.6% | -26.8% | -26.8% |
| 3 Months | -64.9% | -52.6% | -52.6% |
| 12 Months | 83.9% | 85.4% | 85.4% |
| 5 Years | 90.5% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #130 | -4.05% | -4.05% |
| 3 Month | #126 | -8.0% | -8.0% |
| 12 Month | #97 | -2.69% | -2.69% |
| 5 Years | #27 | 0.26% | 0.26% |
FAQs
Does OM3L iShares MSCI USA ESG outperforms the market?
No,
over the last 12 months OM3L made 6.25%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.49%.
Over the last 3 months OM3L made -11.71%, while SPY made -4.27%.
Over the last 3 months OM3L made -11.71%, while SPY made -4.27%.
Performance Comparison OM3L vs Indeces and Sectors
OM3L vs. Indices OM3L is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.29% | -3.83% | 1.00% | -2.24% |
| US NASDAQ 100 | QQQ | 0.58% | -1.81% | 2.75% | 0.22% |
| US Dow Jones Industrial 30 | DIA | -2.53% | -5.37% | -0.87% | -1.68% |
| German DAX 40 | DAX | -0.88% | -7.67% | -15.4% | -14.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.88% | -9.40% | 5.14% | -3.28% |
| Hongkong Hang Seng | HSI | -2.55% | -8.95% | 3.35% | -10.4% |
| India NIFTY 50 | INDA | -2.62% | -16.4% | 10.5% | 5.55% |
| Brasil Bovespa | EWZ | -2.55% | -16.6% | 7.41% | 18.5% |
OM3L vs. Sectors OM3L is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.58% | -4.24% | -8.17% | -12.3% |
| Consumer Discretionary | XLY | -0.51% | -1.09% | 0.11% | -2.90% |
| Consumer Staples | XLP | -6.71% | -8.22% | -0.55% | -4.37% |
| Energy | XLE | -4.50% | -12.9% | -9.05% | 4.76% |
| Financial | XLF | -3.17% | -5.20% | -11.7% | -14.5% |
| Health Care | XLV | -3.08% | -7.82% | 3.52% | 4.96% |
| Industrial | XLI | -1.45% | -5.84% | 1.56% | -0.17% |
| Materials | XLB | -3.20% | -6.73% | 9.02% | 11.7% |
| Real Estate | XLRE | -3.92% | -7.01% | 3.82% | -5.24% |
| Technology | XLK | 1.27% | -1.11% | 7.35% | 6.70% |
| Utilities | XLU | -4.72% | -9.64% | - | -18.3% |
| Aerospace & Defense | XAR | 1.04% | -6.16% | -3.48% | -10.1% |
| Biotech | XBI | 4.84% | -0.83% | 17.0% | 19.7% |
| Homebuilder | XHB | -0.57% | -5.28% | 20.9% | 17.6% |
| Retail | XRT | -0.90% | -2.83% | 9.33% | 16.8% |