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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.



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Short Funds
Leveraged Funds
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Right Column:     
Data Timeliness



Check desired symbols for Comparison Chart or to View Correlations.
 
Viewing data as of 2024-04-25 11:09 am ET (10 min updates).

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupiShares S&P MidCap 400 Growth ETFIJK88.40-1.091.19-4.358.4624.6123.6548m
popupiShares S&P 500 Growth ETFIVW79.86-1.57-1.22-5.082.0317.8727.54234m
popupiShares Core S&P 500 ETFIVV78.49-1.28-0.08-3.782.6018.6924.803b
popupiShares S&P 500 Value ETFIVE75.87-0.961.35-2.163.2219.6221.31114m
popupiShares Core S&P Mid-Cap ETFIJH74.82-1.111.41-3.944.2221.2718.87358m
popupiShares S&P Small Cap 600 Growth ETFIJT61.28-1.151.94-2.770.5018.7918.6912m
popupiShares S&P MidCap 400 Value ETFIJJ47.26-1.121.71-3.37-0.2117.6313.7413m
popupiShares Core S&P Small-Cap ETFIJR44.96-1.361.89-2.89-1.1917.3414.24406m
popupiShares S&P Small Cap 600 Value ETFIJS27.96-1.581.76-3.32-3.3015.229.2329m
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 data as of 2024-04-25 11:09 am ET (10 min updates).

Symbol 04/2504/1804/1104/0403/2703/2003/1303/0602/2802/2102/1302/0601/30
IJK 88.485.686.989.990.088.789.888.584.279.978.571.170.2
IVW 79.986.889.488.188.689.689.288.688.888.889.790.788.0
IVV 78.581.882.481.884.383.884.483.883.684.683.985.883.8
IVE 75.972.767.970.376.072.974.874.774.477.073.276.377.2
IJH 74.868.271.976.377.375.277.575.071.168.268.461.067.6
IJT 61.350.358.363.061.258.661.667.070.370.473.762.375.2
IJJ 47.337.244.351.257.249.753.548.651.552.455.346.665.3
IJR 45.035.041.847.750.046.049.151.859.459.563.449.370.4
IJS 28.018.928.234.340.834.137.537.446.044.849.732.262.2

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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