IShares Preferred Competition
| PFF Etf | USD 31.34 0.12 0.38% |
IShares Preferred vs Vanguard International Correlation
Almost no diversification
The correlation between iShares Preferred and and VIHAX is 0.92 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding iShares Preferred and and VIHAX in the same portfolio, assuming nothing else is changed.
Moving together with IShares Etf
| 0.97 | FPE | First Trust Preferred | PairCorr |
| 0.89 | PGX | Invesco Preferred ETF | PairCorr |
| 0.95 | VRP | Invesco Variable Rate | PairCorr |
| 0.88 | PGF | Invesco Financial | PairCorr |
Moving against IShares Etf
| 0.86 | VXX | iPath Series B Low Volatility | PairCorr |
| 0.86 | VIXY | ProShares VIX Short Low Volatility | PairCorr |
| 0.86 | VIXM | ProShares VIX Mid Low Volatility | PairCorr |
| 0.86 | VXZ | iPath Series B Low Volatility | PairCorr |
| 0.35 | YCL | ProShares Ultra Yen | PairCorr |
IShares Preferred Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares Preferred 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 Preferred does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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IShares Preferred Constituents Risk-Adjusted Indicators
There is a big difference between IShares Etf performing well and IShares Preferred 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 Preferred'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 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| IWN | 0.78 | 0.16 | 0.17 | 0.21 | 0.69 | 1.94 | 4.66 | |||
| EMXC | 0.69 | 0.19 | 0.19 | 0.38 | 0.63 | 1.61 | 4.37 | |||
| IQLT | 0.60 | 0.10 | 0.10 | 0.20 | 0.60 | 1.19 | 2.94 | |||
| IWO | 1.04 | (0.05) | (0.02) | 0.02 | 1.43 | 1.91 | 5.52 | |||
| SCZ | 0.55 | 0.14 | 0.15 | 0.29 | 0.53 | 1.21 | 3.40 | |||
| SOXX | 1.71 | 0.05 | 0.03 | 0.09 | 2.28 | 3.20 | 9.17 | |||
| HDV | 0.52 | 0.22 | 0.30 | 0.87 | 0.00 | 1.41 | 2.75 | |||
| ITA | 1.09 | 0.10 | 0.07 | 0.17 | 1.23 | 2.44 | 5.82 | |||
| TIP | 0.14 | (0.01) | (0.36) | (0.12) | 0.17 | 0.27 | 0.79 | |||
| VIHAX | 0.49 | 0.19 | 0.27 | 0.45 | 0.13 | 1.16 | 2.96 |
IShares Preferred Competitive Analysis
The better you understand IShares Preferred competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares Preferred'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 Preferred'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 Preferred Competition Performance Charts
Five steps to successful analysis of IShares Preferred Competition
IShares Preferred'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 Preferred in relation to its competition. IShares Preferred's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of IShares Preferred 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 Preferred's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares Preferred, 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 Preferred position
In addition to having IShares Preferred 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?
Run Alcohol Thematic Idea Now
Alcohol
Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 18 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 Alcohol Theme or any other thematic opportunities.
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Check out IShares Preferred Correlation with its peers. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Investors evaluate iShares Preferred using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating IShares Preferred'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 Preferred's market price to deviate significantly from intrinsic value.
It's important to distinguish between IShares Preferred's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding IShares Preferred should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, IShares Preferred's market price signifies the transaction level at which participants voluntarily complete trades.