Compare investments
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@liam · Interactive Brokers - XUS ValueS&P 500
Performance overlay
@liam · Interactive Brokers - XUS Value+45.4%
+26.7 pts ahead
Range+45.43%
| Metric | @liam · Interactive Brokers - XUS Value | S&P 500 |
|---|---|---|
| Performance | ||
| CAGR | +390.7% | +11.5% |
| Since inception | +45.4% | +72.1% |
| 1Y return | — | +15.1% |
| YTD return | +45.4% | +11.2% |
| Risk | ||
| Max drawdown | -12.9% | -25.4% |
| Volatility | +44.3% | +17.2% |
| Beta | — | — |
| Sharpe | 2.71 | 0.72 |
| Valuation | ||
| Blended P/E | 9.92 | 25.80 |
| Dividend yield | +0.0% | +1.0% |
| Composition | ||
| Holdings | 36 | — |
| Top-3 concentration | +66.0% | — |
| Turnover | +0.0% | — |
| Avg market cap | $1B | — |
Valuationsdials vs the ~50-yr S&P average · click a row for the scale
@liam · Interactive Brokers - XUS Value−10% vs ~50-yr avg
S&P 500+65% vs ~50-yr avg
▸P/E9.6×−62% vs S&P24.9×benchmark
~50-yr S&P average · 18.5× ▾
CHEAPRICH
@liam · Interactive Brokers - XUS Value 9.6× · S&P 500 24.9×
▸Fwd P/E8.3×−63% vs S&P22.5×benchmark
~50-yr S&P average · 15.5× ▾
CHEAPRICH
@liam · Interactive Brokers - XUS Value 8.3× · S&P 500 22.5×
▸PEG0.61−74% vs S&P2.33benchmark
~50-yr S&P average · 0.96 ▾
CHEAPRICH
@liam · Interactive Brokers - XUS Value 0.61 · S&P 500 2.33
▸P/S1.2×−58% vs S&P3.0×benchmark
~50-yr S&P average · 1.7× ▾
CHEAPRICH
@liam · Interactive Brokers - XUS Value 1.2× · S&P 500 3.0×
▸EV/FCF3.5×−84% vs S&P22.0×benchmark
~50-yr S&P average · 16.0× ▾
CHEAPRICH
@liam · Interactive Brokers - XUS Value 3.5× · S&P 500 22.0×
▸Yield0.00%−1.2pt vs S&P1.25%benchmark
~50-yr S&P average · 2.90% ▾
CHEAPRICH
@liam · Interactive Brokers - XUS Value 0.00% · S&P 500 1.25%
Dials and the CHEAP–RICH scale anchor on the ~50-yr S&P average (center tick) — so today's index can itself read rich. Sub-lines compare against the current S&P (full-index figures, as of 2026-08). Blends are value-weighted harmonic means with sanity bands, options/crypto/shorts excluded. ◆ marks the cheapest in the row.
Top holdings · % of entity
| Symbol | @liam · Interactive Brokers - XUS Value |
|---|---|
| 000921 | 26.0% |
| DDI | 20.1% |
| TAL.TO | 19.9% |
| 8053.JT | 7.3% |
| 8002.JT | 5.1% |
| 9022.JT | 3.9% |
| LNSR | 3.1% |
| 2357.TW | 2.3% |
| GGR | 2.2% |
| 9939.HK | 1.5% |
| PTMEY | 1.2% |
| 6533.TW | 1.1% |
| ONT.L | 0.8% |
| 4938.TW | 0.7% |
| GRSD | 0.7% |
| PTAL.L | 0.6% |
| 2385.TW | 0.5% |
| TRN.L | 0.4% |
| ADYEN.AS | 0.4% |
| RSX | 0.4% |
| AUTO | 0.2% |
| SUNB.L | 0.2% |
| ULVR.L | 0.2% |
| FLEX | 0.2% |
| 6657.TW | 0.2% |
| NESN.SE | 0.1% |
| RSXJ | 0.1% |
| LIT | 0.1% |
| GRWG | 0.1% |
| AES | 0.1% |