IShares Equity Competition

LRGF ETF

USD 73.75 0.01 0.01%

Peers commonly used for benchmarking iShares Equity Factor include IShares Edge, IShares Healthcare, IShares MSCI, IShares Infrastructure, and IShares Russell. Debt loads across IShares Equity's peer group vary widely and affect risk profiles in different ways.

IShares Equity and VanEck UraniumNuclear Correlation Snapshot

Poor diversification

IShares Equity currently posts a 0.68 correlation with VanEck UraniumNuclear, indicating a Poor diversification relationship for the active sample. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.

Related Assets

1.0	VTI	Vanguard Total Stock	Pair Corr
1.0	SPY	SPDR SAMPP 500	Pair Corr
1.0	IVV	iShares Core SAMPP	Pair Corr
0.87	VIG	Vanguard Dividend Appreciation Sell-off Trend	Pair Corr
1.0	VV	Vanguard Large Cap Index	Pair Corr

Diversification Candidates

0.67

CVX

Chevron Corp

Pair Corr

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Mean reversion is the tendency of IShares Equity's price to return to its historical average after periods of extreme deviation. Some analysts monitor this tendency by comparing IShares Equity's price extremes to fundamental value.

Sentiment

Range

Low	Sentiment	High
72.83	73.74	74.65

Details

Intrinsic

Valuation

Low	Intrinsic	High
66.38	78.61	79.52

Details

Naive

Forecast

Low	Next	High
72.59	73.50	74.41

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
68.86	71.70	74.55

Details

IShares Equity is positioned within its peer group by benchmarking margins, returns, and multiples. This peer-relative view identifies where IShares Equity leads, trails, or tracks its competitive set.

IShares Equity Competition Correlation Matrix

Competition correlation for iShares Equity Factor matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.

	INTF	IYH	EWU	IFRA	IWX	XME	IMCG	USRT	ITB	NLR
INTF		0.43	0.93	0.78	0.82	0.86	0.75	0.73	0.6	0.81	INTF
IYH	0.43		0.58	0.06	0.07	0.46	-0.11	0.01	0.85	0.56	IYH
EWU	0.93	0.58		0.63	0.63	0.75	0.57	0.65	0.6	0.8	EWU
IFRA	0.78	0.06	0.63		0.93	0.75	0.91	0.9	0.3	0.69	IFRA
IWX	0.82	0.07	0.63	0.93		0.83	0.95	0.87	0.34	0.71	IWX
XME	0.86	0.46	0.75	0.75	0.83		0.73	0.67	0.66	0.88	XME
IMCG	0.75	-0.11	0.57	0.91	0.95	0.73		0.92	0.15	0.65	IMCG
USRT	0.73	0.01	0.65	0.9	0.87	0.67	0.92		0.2	0.69	USRT
ITB	0.6	0.85	0.6	0.3	0.34	0.66	0.15	0.2		0.67	ITB
NLR	0.81	0.56	0.8	0.69	0.71	0.88	0.65	0.69	0.67		NLR
	INTF	IYH	EWU	IFRA	IWX	XME	IMCG	USRT	ITB	NLR

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High positive correlations

IMCG	+ 0.95	IWX
EWU	+ 0.93	INTF
IWX	+ 0.93	IFRA
USRT	+ 0.92	IMCG
IMCG	+ 0.91	IFRA
USRT	+ 0.9	IFRA

High negative correlations

IMCG

- 0.11

IYH

IShares Equity Constituents Risk-Adjusted Indicators

Headline performance for IShares Equity ETF may not fully reflect how the business compares across its competitive set. Peer-relative risk metrics add context on drawdown behavior, consistency, and return quality. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
INTF	0.99	0.04	0.03	0.03	1.25	-1.01	2.35	-1.93	5.47
IYH	0.73	-0.12	0.00	-0.18	0.00	0.00	1.81	-1.52	3.73
EWU	0.99	-0.01	0.00	-0.01	0.00	0.00	2.13	-2.36	5.70
IFRA	0.81	0.09	0.10	0.11	0.83	-0.99	1.96	-1.49	5.55
IWX	0.60	0.07	0.10	0.10	0.65	-0.63	1.41	-1.18	3.32
XME	1.83	0.01	0.00	0.01	2.76	-1.53	3.78	-3.91	11.63
IMCG	0.99	0.16	0.12	0.13	1.12	-1.03	2.34	-1.89	5.59
USRT	0.67	0.14	0.14	0.24	0.81	-0.69	1.51	-1.35	4.70
ITB	1.42	-0.22	0.00	-0.16	0.00	0.00	3.51	-2.87	8.96
NLR	2.23	0.02	0.01	0.01	2.76	-2.26	5.49	-4.45	12.09

IShares Equity Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	LRGF	INTF	IYH	EWU	IFRA	IWX	XME
	0.01 73.75 IShares Equity	0.02 41.40 IShares Edge	0.55 60.75 IShares	0.00 46.84 IShares MSCI	0.44 61.56 IShares	0.34 102.13 IShares Russell	2.95 124.52 SPDR SAMPP
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Moderate	Weak	Weak	Weak	Contained	Moderate	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Elevated	Elevated	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Below Model Estimate	Aligned With Model	Aligned With Model	Aligned With Model	Below Model Estimate	Below Model Estimate	Above Model Estimate
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Strong Buy	Strong Buy	Buy	Strong Buy	Strong Buy	Hold
Equity Positions Weight	99.79 %	99.10 %	99.84 %	98.84 %	99.72 %	99.79 %	99.79 %
Three Year Return	22.90 %	18.90 %	3.60 %	15.90 %	20.50 %	18.10 %	36.20 %
Net Asset	988.66 M	746.51 M	2.92 B	2.81 B	1.49 B	1.26 B	1.55 B
Price To Sales TTM	1.06 X	0.87 X	2.10 X	1.18 X	N/A	1.81 X	0.77 X
Price To Book TTM	2.20 X	1.47 X	2.95 X	1.81 X	N/A	1.83 X	1.66 X
Five Year Return	13.00 %	10.00 %	3.70 %	10.90 %	12.80 %	10.60 %	22.50 %
Trailing Beta	0.99	0.84	0.59	0.78	1.05	0.77	1.45
One Year Return	26.70 %	31.40 %	9.30 %	27.40 %	33.50 %	29.10 %	109.90 %
Last Dividend Paid	0.14	0.34	0.6	0.4	0.15	0.31	0.12
Ten Year Return	13.80 %	9.30 %	9.10 %	8.10 %	N/A	11.60 %	19.60 %
Price To Earnings TTM	16.56 X	14.12 X	5.09 X	14.12 X	N/A	17.52 X	3.96 X
Day Typical Price	73.73	41.35	60.72	46.72	61.59	101.84	123.12
Accumulation Distribution	0.0028	0.0058	0.0134	0.0077	0.0126	0.0085	0.0338
Market Facilitation Index	0.21	0.24	0.82	0.36	0.78	0.87	4.21
Daily Balance Of Power	0.0476	0.0417	0.4024	N/A	0.3462	0.4023	0.848
Period Momentum Indicator	0.01	0.01	0.33	N/A	0.27	0.35	3.57
Rate Of Daily Change	1.0	1.0	1.01	1.0	1.0	1.0	1.03
Day Median Price	73.72	41.32	60.7	46.66	61.6	101.7	122.42
Price Action Indicator	0.03	0.085	0.21	0.18	0.095	0.61	3.89
Relative Strength Index	65.85	53.91	43.22	50.01	55.81	66.05	58.05
Coefficient Of Variation	850.09	2743.53	-840.35	-44,127	1092.38	961.88	11964.64
Mean Deviation	0.7412	0.9942	0.7348	0.9857	0.8088	0.5981	1.83
Jensen Alpha	0.1042	0.0408	-0.12	-0.01	0.0926	0.0728	0.0134
Total Risk Alpha	0.1044	0.0413	-0.12	-0.01	0.0933	0.073	0.015
Sortino Ratio	0.1204	0.0308	N/A	N/A	0.0999	0.0982	0.0042
Downside Variance	0.7521	1.73	N/A	N/A	0.8661	0.5584	7.98
Standard Deviation	0.9541	1.33	0.9528	1.3	1.1	0.7813	2.36
Kurtosis	0.6713	0.2421	0.0933	0.1167	1.37	0.5791	-0.06
Potential Upside	1.33	2.35	1.81	2.13	1.96	1.41	3.78
Treynor Ratio	0.1127	0.0331	-0.18	-0.01	0.1142	0.0968	0.0056
Maximum Drawdown	4.05	5.47	3.73	5.7	5.55	3.32	11.63
Variance	0.9103	1.76	0.9079	1.7	1.21	0.6105	5.56
Market Risk Adjusted Performance	0.1227	0.0431	-0.17	-0.0021	0.1242	0.1068	0.0156
Risk Adjusted Performance	0.1133	0.0379	-0.11	4.0E-4	0.0895	0.0979	0.014
Skewness	0.3679	0.1672	0.5444	-0.03	0.5513	0.3919	-0.13
Semi Deviation	0.7679	1.25	N/A	N/A	0.8309	0.6485	2.76
Information Ratio	0.1094	0.0305	-0.13	-0.01	0.0844	0.0939	0.005
Value At Risk	-1.54	-1.93	-1.52	-2.36	-1.49	-1.18	-3.91
Expected Short fall	-0.83	-1.01	N/A	N/A	-0.99	-0.63	-1.53
Downside Deviation	0.8673	1.31	N/A	N/A	0.9307	0.7473	2.82
Semi Variance	0.5897	1.57	N/A	N/A	0.6903	0.4206	7.64

IShares Equity Competition Peer Performance Charts

How to Analyze IShares Equity Against Peers

IShares Equity's peer analysis compares IShares Equity with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether IShares Equity trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where IShares Equity leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

IShares Equity carries less net debt relative to EBITDA than most competitors, giving it more room to invest or weather downturns. Comparing peers across Broad Equity ETFs, Strategy ETFs separates structural strengths from temporary momentum.

iShares Equity Factor metrics are compiled from fund disclosures and market reference feeds and normalized before display.

Editorial review and methodology oversight provided by: Rifka Kats, Member of Macroaxis Editorial Board