Ishares Trust Competition

Etfs . USA . 
Etf . Ishares Trust
IDAT Etf  USD 32.51  0.38  1.18%   
Ishares Trust competes with Invesco DWA, Invesco Dynamic, Invesco Dynamic, HUMANA, and Barloworld; as well as few others. Analyzing Ishares Trust competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Ishares Trust to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Ishares Trust Correlation with its peers.
For more information on how to buy Ishares Etf please use our How to Invest in Ishares Trust guide.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Ishares Trust competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
31.2732.5033.73
Details
Intrinsic
Valuation
LowRealHigh
30.8732.1033.33
Details
Naive
Forecast
LowNextHigh
30.9632.1933.42
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
32.0332.3832.74
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Ishares Trust. Your research has to be compared to or analyzed against Ishares Trust's peers to derive any actionable benefits. When done correctly, Ishares Trust's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Ishares Trust.

Ishares Trust Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Ishares Trust and its competitors represents the degree of relationship between the price movements of corresponding etfs. A correlation of about +1.0 implies that the price of Ishares and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Ishares Trust does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PWV
+ 0.9
PWB
PWB
+ 0.85
PUI
LBHIX
+ 0.83
PUI
PWV
+ 0.76
PUI
MSTSX
+ 0.71
PWB
LBHIX
+ 0.69
MSTSX
  
High negative correlations   
444859BR2
- 0.77
PWB
444859BR2
- 0.67
PUI
LBHIX
- 0.62
444859BR2
444859BR2
- 0.6
PWV
SCAXF
- 0.56
PWV
MSTSX
- 0.55
444859BR2

Ishares Trust Constituents Risk-Adjusted Indicators

There is a big difference between Ishares Etf performing well and Ishares Trust ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Ishares Trust's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PUI  0.72  0.14  0.07  0.47  0.60 
(0.80)
 1.82 
(1.19)
 4.12 
PWB  0.65  0.03  0.02  0.16  0.86 
(0.63)
 1.44 
(1.61)
 4.47 
PWV  0.58  0.00 (0.02) 0.12  0.43 
(0.76)
 1.33 
(1.07)
 4.54 
444859BR2  1.31 (0.16) 0.00 (0.06) 0.00 
 0.00 
 5.93 
(4.56)
 16.62 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
BRRAY  1.27 (0.10) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.48 (0.04)(0.13) 0.06  0.50 
(0.59)
 1.21 
(1.02)
 2.80 
ABHYX  0.17  0.02 (0.25)(0.03) 0.26 
(0.23)
 0.34 
(0.33)
 1.91 
LBHIX  0.11  0.01 (0.41) 0.46  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
SCAXF  0.70 (0.37) 0.00 (25.57) 0.00 
 0.00 
 0.00 
 0.00 
 23.47 
All Fundamental Data

Ishares Trust Competitive Analysis

The better you understand Ishares Trust competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Ishares Trust's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Ishares Trust's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
IDAT PUI PWB PWV 444859BR2 AQUI BRRAY MSTSX ABHYX LBHIX
 1.18 
 32.51 
Ishares
 0.21 
 42.27 
Invesco
 0.37 
 104.86 
Invesco
 0.95 
 61.51 
Invesco
 0.35 
 80.35 
HUMANA
 0.00 
 0.01 
Aquagold
 0.00 
 4.23 
Barloworld
 0.43 
 11.73 
Morningstar
 0.11 
 8.96 
High-yield
 0.24 
 4.25 
Thrivent
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Modest
Good
Good
OK
Very Weak
Very Weak
Very Weak
Insignificant
Insignificant
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Below Average
Average
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Over Valued
Over Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Sell
Strong Hold
Buy
Cautious Hold
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
1.49
N/A
N/A
N/A
Net Asset
6.15 M
75.07 M
513.49 M
710.98 M
N/A
3.19 K
54.41 B
116.1 M
672.37 M
674.44 M
Profit Margin
N/A
96.01
53.74
0.71
N/A
N/A
0.0519
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
N/A
(727.69 K)
2.77 B
N/A
N/A
N/A
Price To Book
N/A
1.07
4.93
2.03
N/A
N/A
0.99
N/A
N/A
1.58
Current Valuation
N/A
N/A
N/A
N/A
N/A
912.76 K
1.11 B
N/A
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
0.1
N/A
N/A
N/A
Five Year Return
N/A
7.2
16.5
11.2
N/A
N/A
3.98
8.6
1.68
3.31
Retained Earnings
N/A
N/A
N/A
N/A
N/A
(4.18 M)
13.37 B
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
One Year Return
27.4
38.2
39.7
31.1
N/A
N/A
N/A
19.87
12.1
11.68
Beta
1.26
0.79
1.15
0.78
N/A
7.05
0.63
N/A
N/A
N/A
Equity Positions Weight
104.73
99.88
99.9
99.98
N/A
N/A
N/A
61.63
N/A
0.07
Number Of Employees
N/A
9
1
1
N/A
7
36
1
1
1
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
14.28
0.1
6.56
Shares Outstanding
N/A
5.75 M
N/A
N/A
N/A
965.83 K
185.7 M
N/A
N/A
N/A
Three Year Return
3.2
9.3
9.4
11.5
N/A
N/A
N/A
7.0
-0.71
2.59
Cash Flow From Operations
N/A
N/A
N/A
N/A
N/A
(218.19 K)
1.89 B
N/A
N/A
N/A
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
0.0543
0.021
0.0041
0.0617
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
N/A
Return On Equity
N/A
0.0308
0.78
3.0E-4
N/A
N/A
0.0588
N/A
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
22.72
2.0
92.23
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
Return On Asset
N/A
3.0E-4
0.0078
2.61
N/A
-5.5
0.047
N/A
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
N/A
-1.18
99.76
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2 K
Current Liabilities
N/A
N/A
N/A
N/A
N/A
794 K
13.9 B
N/A
N/A
N/A
Total Asset
6.15 M
75.07 M
513.49 M
710.98 M
N/A
3.19 K
54.41 B
215.11 M
243.16 M
347.66 M
Last Dividend Paid
N/A
0.25
0.054
0.25
N/A
N/A
4.6
N/A
0.03
0.02
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.68
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
Market Capitalization
N/A
220.01 M
1.02 B
1.27 B
N/A
96.58 K
955.54 M
50.36 M
N/A
N/A
Price To Earning
N/A
6.0
2.49
3.72
N/A
-0.22
9.18
N/A
N/A
35.48
Price To Sales
N/A
1.34
2.67
1.18
N/A
N/A
0.0285
N/A
N/A
1.23
Net Income
N/A
1.03 M
2.02 M
10.89 M
N/A
(627.79 K)
2.04 B
N/A
N/A
N/A
Earnings Per Share
N/A
3.23
0.29
2.06
N/A
-0.63
0.35
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
1.29 M
3.13 M
13.61 M
N/A
N/A
39.38 B
N/A
N/A
N/A
Year To Date Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
13.69
5.77
6.69
Ten Year Return
N/A
8.7
14.3
9.4
N/A
N/A
N/A
N/A
4.84
6.0
Working Capital
N/A
N/A
N/A
N/A
N/A
(794 K)
11.95 B
N/A
N/A
N/A
Cash And Equivalents
N/A
232
410
N/A
N/A
1.15 K
5.11 B
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
25.52
N/A
N/A
N/A
Gross Profit
N/A
N/A
6.7 M
28.65 M
N/A
(143.88 K)
5.12 B
N/A
N/A
N/A
Day Typical Price
32.51
42.34
104.71
61.44
80.35
0.006
4.23
11.73
8.96
4.25
Accumulation Distribution
N/A
0.0052
0.0042
0.0039
N/A
N/A
N/A
N/A
N/A
N/A
Market Facilitation Index
N/A
0.22
0.44
0.24
N/A
N/A
N/A
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
(0.41)
0.8864
2.416667
(9,223,372,036,855)
0.0
0.0
9.2 T
9.2 T
9.2 T
Period Momentum Indicator
0.38
(0.09)
0.39
0.58
(0.28)
N/A
N/A
0.05
0.01
0.01
Rate Of Daily Change
1.01
1.0
1.0
1.01
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
32.51
42.38
104.64
61.41
80.35
0.006
4.23
11.73
8.96
4.25
Price Action Indicator
0.19
(0.15)
0.41
0.39
(0.14)
N/A
N/A
0.025
0.005
0.005
Relative Strength Index
45.11
28.2
28.28
7.7
46.12
N/A
18.98
13.35
50.42
11.7
Coefficient Of Variation
1175.5
468.77
576.12
674.67
(5,956)
N/A
25169.77
1347.71
2046.85
583.8
Mean Deviation
0.9451
0.7182
0.6509
0.5815
1.31
N/A
1.27
0.477
0.1662
0.1099
Jensen Alpha
(0.04)
0.1351
0.0346
(0)
(0.16)
N/A
(0.10)
(0.04)
0.0189
0.0139
Total Risk Alpha
(0.10)
0.0402
0.0046
(0.02)
(0.46)
N/A
(0.65)
(0.06)
(0.04)
(0.01)
Sortino Ratio
(0.02)
0.0733
0.0244
(0.02)
N/A
N/A
N/A
(0.13)
(0.25)
(0.41)
Downside Variance
2.11
0.6897
1.21
0.3285
N/A
N/A
N/A
0.4033
0.2181
0.0625
Standard Deviation
1.27
0.8983
0.9082
0.7924
2.57
N/A
4.2
0.6268
0.2865
0.1689
Kurtosis
1.83
(0.06)
1.74
4.92
5.86
N/A
11.15
0.1933
8.65
3.69
Potential Upside
2.13
1.82
1.44
1.33
5.93
N/A
N/A
1.21
0.3382
0.2381
Treynor Ratio
0.0867
0.471
0.1577
0.1177
(0.06)
N/A
0.0074
0.0581
(0.03)
0.4574
Maximum Drawdown
6.9
4.12
4.47
4.54
16.62
N/A
34.02
2.8
1.91
0.9552
Variance
1.6
0.807
0.8248
0.6279
6.61
N/A
17.65
0.3929
0.0821
0.0285
Market Risk Adjusted Performance
0.0967
0.481
0.1677
0.1277
(0.05)
N/A
0.0174
0.0681
(0.02)
0.4674
Risk Adjusted Performance
0.0692
0.1651
0.1347
0.114
(0.01)
N/A
0.0112
0.0547
0.0207
0.096
Skewness
(0.80)
0.0047
(0.45)
1.36
1.06
N/A
0.4951
0.1197
(1.72)
1.16
Semi Deviation
1.36
0.6029
0.8558
0.4264
N/A
N/A
N/A
0.5046
0.2597
0.0
Information Ratio
(0.02)
0.0677
0.0296
(0.02)
(0.07)
N/A
(0.03)
(0.13)
(0.41)
(0.60)
Value At Risk
(1.95)
(1.19)
(1.61)
(1.07)
(4.56)
N/A
(2.98)
(1.02)
(0.33)
(0.24)
Expected Short fall
(0.93)
(0.80)
(0.63)
(0.76)
N/A
N/A
N/A
(0.59)
(0.23)
(0.29)
Downside Deviation
1.45
0.8305
1.1
0.5731
N/A
N/A
N/A
0.635
0.467
0.25
Semi Variance
1.85
0.3635
0.7323
0.1818
N/A
N/A
N/A
0.2546
0.0674
(0.02)

Ishares Trust Competition Performance Charts

Five steps to successful analysis of Ishares Trust Competition

Ishares Trust's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Ishares Trust in relation to its competition. Ishares Trust's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Ishares Trust in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Ishares Trust's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Ishares Trust, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Ishares Trust position

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When determining whether Ishares Trust is a strong investment it is important to analyze Ishares Trust's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Ishares Trust's future performance. For an informed investment choice regarding Ishares Etf, refer to the following important reports:
How To Invest In Ishares
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Check out Ishares Trust Correlation with its peers.
For more information on how to buy Ishares Etf please use our How to Invest in Ishares Trust guide.
You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of Ishares Trust is measured differently than its book value, which is the value of Ishares that is recorded on the company's balance sheet. Investors also form their own opinion of Ishares Trust's value that differs from its market value or its book value, called intrinsic value, which is Ishares Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Ishares Trust's market value can be influenced by many factors that don't directly affect Ishares Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Ishares Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if Ishares Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Ishares Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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