IShares SP Competition
| OEF Etf | USD 344.69 0.26 0.08% |
IShares SP vs IShares Select Correlation
Weak diversification
The correlation between iShares SP 100 and DVY is 0.36 (i.e., Weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding iShares SP 100 and DVY in the same portfolio, assuming nothing else is changed.
Moving together with IShares Etf
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of IShares SP's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
IShares SP Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares SP 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 SP 100 does not affect the price movement of the other competitor.
IShares SP Constituents Risk-Adjusted Indicators
There is a big difference between IShares Etf performing well and IShares SP 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 SP'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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| IUSG | 0.71 | 0.00 | (0.01) | 0.06 | 1.11 | 1.33 | 4.63 | |||
| IUSV | 0.51 | 0.01 | (0.02) | 0.07 | 0.50 | 1.02 | 3.07 | |||
| IWP | 0.78 | (0.12) | 0.00 | (0.05) | 0.00 | 1.24 | 4.02 | |||
| XLY | 0.91 | (0.04) | (0.03) | 0.03 | 1.16 | 1.91 | 5.25 | |||
| SPYV | 0.50 | 0.01 | (0.02) | 0.07 | 0.49 | 1.00 | 3.09 | |||
| VTCIX | 0.55 | 0.00 | (0.02) | 0.06 | 0.76 | 1.19 | 3.57 | |||
| VFTNX | 0.58 | (0.02) | (0.03) | 0.05 | 0.86 | 1.14 | 3.94 | |||
| VFTAX | 0.59 | (0.02) | (0.03) | 0.04 | 0.86 | 1.13 | 3.94 | |||
| SOXX | 1.62 | 0.24 | 0.13 | 0.22 | 1.89 | 3.20 | 9.17 | |||
| DVY | 0.59 | 0.05 | 0.05 | 0.14 | 0.50 | 1.42 | 3.53 |
IShares SP Competitive Analysis
The better you understand IShares SP competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares SP'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 SP'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 |
IShares SP Competition Performance Charts
Five steps to successful analysis of IShares SP Competition
IShares SP'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 SP 100 in relation to its competition. IShares SP's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of IShares SP 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 SP's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares SP 100, 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.
Complement your IShares SP position
In addition to having IShares SP in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Warren Buffett Holdings Theme or any other thematic opportunities.
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Check out IShares SP Correlation with its peers. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Investors evaluate iShares SP 100 using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares SP's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause IShares SP's market price to deviate significantly from intrinsic value.
It's important to distinguish between IShares SP's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding IShares SP should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, IShares SP's market price signifies the transaction level at which participants voluntarily complete trades.