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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 Friday's Closing data.

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares S&P 500 Growth ETFIVW89.73-0.131.195.2914.0717.2836.77310m
popupiShares Core S&P 500 ETFIVV84.640.061.194.6612.5215.6128.983b
popupiShares S&P MidCap 400 Growth ETFIJK81.950.150.647.5216.3114.1318.3629m
popupiShares S&P 500 Value ETFIVE75.550.351.183.9010.7113.4520.31330m
popupiShares Core S&P Mid-Cap ETFIJH70.500.050.084.2613.1610.8911.05372m
popupiShares S&P Small Cap 600 Growth ETFIJT69.600.57-1.332.7813.6110.6410.7915m
popupiShares Core S&P Small-Cap ETFIJR58.230.30-1.861.4412.018.375.29519m
popupiShares S&P MidCap 400 Value ETFIJJ52.400.19-0.250.8910.007.703.8020m
popupiShares S&P Small Cap 600 Value ETFIJS44.780.18-2.290.0610.145.87-0.4643m
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 Friday's Closing data.

Symbol 02/2302/1502/0802/0101/2501/1801/1001/0312/2612/1812/1112/0411/27
IVW 89.788.590.388.288.888.985.374.479.582.786.384.489.5
IVV 84.683.185.084.484.385.583.781.778.881.284.183.885.9
IJK 81.981.077.870.868.364.756.951.669.068.159.859.645.0
IVE 75.672.874.477.777.580.282.487.077.280.081.682.378.1
IJH 70.571.367.765.667.261.261.961.271.870.359.355.132.1
IJT 69.676.471.172.376.271.569.471.182.273.653.942.222.3
IJR 58.268.558.664.270.860.968.371.782.372.352.937.816.1
IJJ 52.457.254.858.565.557.067.569.875.473.557.948.524.0
IJS 44.857.543.251.964.342.065.369.481.169.650.231.712.3

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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