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S&P Style Funds

     Description (show/hide)
The iShares S&P Style Indexes segment the market by both capitalizaion and value/growth. The family of six ETF's represent small-, mid-, and large-cap companies divided into growth or value based on the book-to-price ratio. The capitalization split is consistent with the S&P small-cap 600, mid-cap 400, and large-cap 500 indexes. And each company is categorized either value or growth. This is unlike some other indexes where a company can fall into both categories or neither category.

Below you will see the Total Return for these funds over the past year. The default order is by Relative Strength but you can sort on any other column by clicking either the Ascending or Descending arrows.



Include:
Short Funds
Leveraged Funds
Volume Filter

Right Column:     
Data Timeliness



Check desired symbols for Comparison Chart or to View Correlations.
 
Viewing Wednesday's Closing data.

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares S&P 500 Growth ETFIVW87.79-0.11-1.441.577.4414.8237.88226m
popupiShares S&P MidCap 400 Value ETFIJJ79.930.37-1.033.608.7512.3527.5414m
popupiShares Core S&P 500 ETFIVV79.490.05-1.131.256.5412.2131.872b
popupiShares S&P Small Cap 600 Value ETFIJS74.73-0.09-1.994.878.3412.3124.6032m
popupiShares Core S&P Small-Cap ETFIJR74.550.13-1.834.887.5011.5227.07432m
popupiShares S&P Small Cap 600 Growth ETFIJT74.140.41-1.534.806.6510.7629.0919m
popupiShares Core S&P Mid-Cap ETFIJH72.740.61-1.123.147.128.9828.95484m
popupiShares S&P MidCap 400 Growth ETFIJK66.840.95-1.232.825.645.7830.0729m
popupiShares S&P 500 Value ETFIVE65.110.22-0.740.734.999.0124.5899m
9 symbols listed

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
Viewing Wednesday's Closing data.

Symbol 11/2011/1311/0610/3010/2310/1610/0910/0209/2509/1809/1109/0408/27
IVW 87.888.988.491.689.185.388.681.788.582.189.687.991.5
IJJ 79.980.282.470.765.973.564.160.960.669.247.961.466.1
IVV 79.580.478.383.583.881.382.577.781.979.084.685.785.6
IJS 74.779.382.957.145.762.952.253.457.777.445.459.062.7
IJR 74.578.182.155.247.764.258.459.364.178.650.463.469.2
IJT 74.176.280.153.348.965.965.164.668.776.554.466.574.6
IJH 72.774.375.766.162.167.863.458.156.263.544.454.663.2
IJK 66.869.270.359.957.662.160.654.552.456.839.946.460.7
IVE 65.166.865.162.872.372.972.975.170.777.677.984.575.2

Symbols can be added or removed by changing the list below. Symbols should be separated by a space character. A maximum of 100 symbols can be included. If more than 100 are included then the list will be truncated. Click the Update button to refresh the page.

Any symbols marked with * are not shown in the data tables because they are either filtered out
by the above settings, not valid symbols, or are low volume ETF's not updated intra-day.

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