IShares STOXX Competition

STEC Etf

6.24 0.02 0.32%

iShares STOXX Europe competes with Vanguard, SPDR Dow, IShares Core, IShares SP, and Vanguard FTSE; as well as few others. Analyzing IShares STOXX 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 STOXX to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors.

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 STOXX competition on your existing holdings.

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IShares STOXX Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between IShares STOXX 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 STOXX Europe does not affect the price movement of the other competitor.

	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM
META		0.42	-0.28	-0.21	0.51	0.28	0.65	0.43	-0.4	0.02	META
MSFT	0.42		-0.49	-0.08	0.36	0.16	0.29	0.17	0.1	-0.72	MSFT
UBER	-0.28	-0.49		0.09	-0.7	0.11	-0.59	-0.46	0.4	0.47	UBER
F	-0.21	-0.08	0.09		0.18	-0.47	0.26	0.51	-0.32	0.33	F
T	0.51	0.36	-0.7	0.18		-0.29	0.88	0.85	-0.72	-0.17	T
A	0.28	0.16	0.11	-0.47	-0.29		-0.26	-0.46	0.57	-0.08	A
CRM	0.65	0.29	-0.59	0.26	0.88	-0.26		0.92	-0.83	0.03	CRM
JPM	0.43	0.17	-0.46	0.51	0.85	-0.46	0.92		-0.87	0.11	JPM
MRK	-0.4	0.1	0.4	-0.32	-0.72	0.57	-0.83	-0.87		-0.25	MRK
XOM	0.02	-0.72	0.47	0.33	-0.17	-0.08	0.03	0.11	-0.25		XOM
	META	MSFT	UBER	F	T	A	CRM	JPM	MRK	XOM

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High positive correlations

JPM	+ 0.92	CRM
CRM	+ 0.88	T
JPM	+ 0.85	T
CRM	+ 0.65	META
MRK	+ 0.57	A
T	+ 0.51	META

High negative correlations

MRK	- 0.87	JPM
MRK	- 0.83	CRM
MRK	- 0.72	T
XOM	- 0.72	MSFT
T	- 0.7	UBER
CRM	- 0.59	UBER

IShares STOXX Competition Risk-Adjusted Indicators

There is a big difference between IShares Etf performing well and IShares STOXX 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 STOXX'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
META	1.15	0.21	0.11	0.55	1.25	(1.33)	3.22	(1.87)	8.02
MSFT	0.84	0.02	(0.01)	0.12	1.45	(0.79)	1.83	(1.57)	8.14
UBER	1.83	(0.28)	0.00	(0.13)	0.00	0.00	2.69	(5.35)	20.41
F	1.36	(0.13)	(0.04)	0.00	2.10	(1.41)	2.53	(2.79)	11.21
T	0.97	0.15	0.06	2.52	1.02	(1.08)	2.36	(1.99)	6.74
A	1.22	0.00	(0.04)	0.09	1.46	(1.30)	2.71	(2.41)	9.02
CRM	1.47	0.40	0.29	0.38	1.04	(1.72)	3.59	(1.93)	13.87
JPM	1.01	0.08	0.13	0.13	0.94	(1.19)	1.73	(1.42)	15.87
MRK	0.96	(0.20)	0.00	(0.82)	0.00	0.00	2.00	(2.17)	5.18
XOM	0.89	(0.02)	(0.07)	0.02	1.18	(0.97)	1.83	(1.96)	6.06

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IShares STOXX Competitive Analysis

The better you understand IShares STOXX competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, IShares STOXX'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 STOXX's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

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	STEC	VUSA	DIA	EMIM	IUSA	VWRL	CNYB	CYBU	IMEU	IWRD
	0.32 6.24 IShares	0.36 109.31 Vanguard	0.64 419.40 SPDR	0.30 33.48 IShares	0.54 57.33 IShares	0.47 134.64 Vanguard	0.38 5.27 IShares	0.35 5.68 IShares	0.46 32.12 IShares	0.50 77.41 IShares
Market Volatility (90 Days Market Risk)	Somewhat reliable	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Insignificant	Solid	Solid	OK	Solid	Solid	Very Weak	OK	Very Weak	Solid
Odds of Financial Distress (Probability Of Bankruptcy)	Unknown	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under 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)	Hold	Strong Buy	Hold	Strong Buy	Strong Buy	Strong Buy	Hold	Hold	Cautious Hold	Strong Buy
Equity Positions Weight		100.0	99.63	98.72	99.83	99.96	N/A	N/A	99.42	99.45
Three Year Return		9.96	16.65	10.06	9.54	9.93	N/A	N/A	7.49	14.27
Net Asset		30.33 B	21.33 B	13.36 B	11 B	9.31 B	7.44 B	6.32 B	5.9 B	5.88 B
Five Year Return		10.16	12.45	1.58	9.74	13.34	N/A	N/A	8.29	14.38
One Year Return		-14.01	11.97	0.89	-15.37	31.44	13.79	-1.36	30.13	41.78
Bond Positions Weight		N/A	N/A	0.03	N/A	N/A	99.6	99.6	N/A	N/A
Last Dividend Paid		N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.0672	N/A
Ten Year Return		12.34	14.82	N/A	12.05	N/A	N/A	N/A	7.34	10.17
Price To Earning		N/A	11.4	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Day Typical Price	6.24	109.39	420.08	33.52	57.44	134.81	5.28	5.68	32.15	77.53
Accumulation Distribution	0.008	0.0088	0.0049	0.0054	0.0083	0.0087	0.0038	0.0018	0.0062	0.0071
Market Facilitation Index	0.05	0.97	2.05	0.18	0.48	1.18	0.02	0.01	0.2	0.55
Daily Balance Of Power	(0.40)	(0.41)	(1.32)	(0.56)	(0.65)	(0.54)	1.0	2.0	(0.75)	(0.71)
Period Momentum Indicator	(0.02)	(0.40)	(2.70)	(0.10)	(0.31)	(0.64)	0.02	0.02	(0.15)	(0.39)
Rate Of Daily Change	1.0	1.0	0.99	1.0	0.99	1.0	1.0	1.0	1.0	0.99
Day Median Price	6.24	109.44	420.42	33.54	57.49	134.89	5.28	5.69	32.16	77.59
Price Action Indicator	(0.01)	(0.32)	(2.38)	(0.11)	(0.32)	(0.57)	N/A	0.005	(0.12)	(0.37)
Coefficient Of Variation	2329.48	380.22	461.11	792.56	390.47	403.34	(3,523)	1293.24	7631.67	410.29
Mean Deviation	1.1	0.5028	0.4882	0.6404	0.5129	0.4633	0.2951	0.1707	0.533	0.4717
Jensen Alpha	0.0533	0.1707	0.1536	0.0978	0.1695	0.1333	(0.02)	0.0039	5.0E-4	0.1382
Total Risk Alpha	(0.14)	0.096	0.0695	(0.01)	0.0929	0.0681	(0.07)	(0.02)	(0.09)	0.0704
Sortino Ratio	(0.02)	0.1626	0.1243	0.0143	0.162	0.1044	N/A	(0.25)	(0.12)	0.1153
Downside Variance	3.64	0.3851	0.4788	0.6641	0.3794	0.2937	N/A	0.1087	0.5354	0.3087
Standard Deviation	1.54	0.7644	0.8581	0.8857	0.7804	0.6319	0.3787	0.2469	0.6783	0.6735
Kurtosis	3.72	10.08	9.0	0.9029	9.97	3.53	0.518	4.49	0.4059	5.35
Potential Upside	2.28	1.06	2.33	1.93	1.19	1.04	0.5725	0.3597	1.12	1.12
Treynor Ratio	1.73	0.8449	0.7058	2.31	0.8383	0.9877	(0.64)	0.1578	0.0614	0.8709
Maximum Drawdown	10.14	5.48	5.07	4.54	5.56	3.82	1.7	1.59	3.4	4.35
Variance	2.38	0.5843	0.7364	0.7844	0.6091	0.3993	0.1434	0.061	0.4601	0.4535
Market Risk Adjusted Performance	1.74	0.8549	0.7158	2.32	0.8483	0.9977	(0.63)	0.1678	0.0714	0.8809
Risk Adjusted Performance	0.0364	0.1912	0.1588	0.0933	0.1864	0.1783	(0.03)	0.0367	0.0088	0.176
Skewness	(0.98)	1.64	2.74	0.298	1.68	0.6963	(0.50)	(0.84)	(0.40)	0.9799
Semi Deviation	1.69	0.2749	0.0	0.6604	0.2893	0.2236	N/A	0.1612	0.7134	0.2374
Information Ratio	(0.02)	0.132	0.1002	0.0131	0.1278	0.0895	(0.29)	(0.33)	(0.13)	0.0951
Value At Risk	(2.53)	(1.03)	(0.66)	(1.45)	(1.02)	(0.77)	(0.74)	(0.35)	(1.23)	(0.82)
Expected Short fall	(1.10)	(0.59)	(1.50)	(0.71)	(0.61)	(0.54)	N/A	(0.28)	(0.53)	(0.57)
Downside Deviation	1.91	0.6206	0.6919	0.8149	0.616	0.542	N/A	0.3297	0.7317	0.5556
Semi Variance	2.84	0.0756	(0.11)	0.4361	0.0837	0.05	N/A	0.026	0.5089	0.0564

IShares STOXX Competition Performance Charts

Five steps to successful analysis of IShares STOXX Competition

IShares STOXX'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 STOXX Europe in relation to its competition. IShares STOXX's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of IShares STOXX 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 STOXX's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to iShares STOXX Europe, 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 STOXX position

In addition to having IShares STOXX 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.

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Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 constituents at this time.

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