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Upturn AI SWOT - About
iShares Core S&P U.S. Value ETF (IUSV)
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Upturn Advisory Summary
04/01/2025: IUSV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 9.53% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 863537 | Beta 0.93 | 52 Weeks Range 83.43 - 99.32 | Updated Date 04/2/2025 |
52 Weeks Range 83.43 - 99.32 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Core S&P U.S. Value ETF
ETF Overview
Overview
The iShares Core S&P U.S. Value ETF (IUSV) seeks to track the investment results of the S&P 900 Value Index, representing U.S. companies with value characteristics. It aims to provide exposure to a broad range of value stocks across various sectors, primarily focusing on large and mid-cap companies. The fund uses a representative sampling strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a large and experienced team of investment professionals dedicated to managing its ETF offerings.
Investment Objective
Goal
To track the investment results of the S&P 900 Value Index.
Investment Approach and Strategy
Strategy: Tracks the S&P 900 Value Index, using a representative sampling technique to achieve similar investment results.
Composition Primarily holds stocks of U.S. companies exhibiting value characteristics, diversified across sectors.
Market Position
Market Share: Relatively significant in the U.S. Value ETF segment.
Total Net Assets (AUM): 14730000000
Competitors
Key Competitors
- Vanguard Value ETF (VTV)
- Schwab U.S. Dividend Equity ETF (SCHD)
- Invesco FTSE RAFI US 1000 ETF (PRF)
Competitive Landscape
The U.S. Value ETF market is competitive, with Vanguard (VTV) holding a significant share. IUSV provides a cost-effective option for tracking the S&P 900 Value Index. Competitors like VTV may offer slightly different index methodologies. SCHD focuses on dividend-paying stocks.
Financial Performance
Historical Performance: The ETF's historical performance mirrors that of the S&P 900 Value Index. Data can be found on the iShares website.
Benchmark Comparison: Performance closely tracks the S&P 900 Value Index, with minor deviations due to tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Performance is influenced by economic cycles, interest rate movements, and investor sentiment towards value stocks.
Growth Trajectory
Growth is tied to the performance of the value segment of the U.S. equity market. Holdings are adjusted regularly to maintain index alignment.
Moat and Competitive Advantages
Competitive Edge
IUSV offers broad exposure to U.S. value stocks at a very low expense ratio. Its affiliation with BlackRock provides stability and brand recognition. The ETF's representative sampling methodology efficiently tracks the S&P 900 Value Index. The deep liquidity ensures easy trading, benefiting both small and large investors. It allows targeted exposure to value stocks, which can be used in a variety of investment strategies.
Risk Analysis
Volatility
Volatility is similar to that of the broader U.S. equity market, potentially lower than growth stocks.
Market Risk
Susceptible to market downturns and fluctuations in the value factor. Specific company risks are diversified due to the ETF's holdings.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to U.S. value stocks for long-term capital appreciation or those looking to diversify their portfolios with a value-oriented strategy.
Market Risk
Suitable for long-term investors and passive index followers seeking value exposure.
Summary
The iShares Core S&P U.S. Value ETF (IUSV) offers low-cost exposure to U.S. value stocks by tracking the S&P 900 Value Index. Managed by BlackRock, it provides a reliable and liquid investment option. Its performance mirrors the value segment of the market, making it suitable for long-term investors and passive strategies. It is a strong contender in the value ETF market. However, investors should consider the potential impact of value rotation and the broader market environment.
Similar Companies
IVE
iShares S&P 500 Value ETF
IVE
iShares S&P 500 Value ETF
RPV
Invesco S&P 500® Pure Value ETF
RPV
Invesco S&P 500® Pure Value ETF
SCHV
Schwab U.S. Large-Cap Value ETF
SCHV
Schwab U.S. Large-Cap Value ETF
VTV
Vanguard Value Index Fund ETF Shares
VTV
Vanguard Value Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- iShares website
- S&P Dow Jones Indices
- BlackRock
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions can change, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core S&P U.S. Value ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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