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iShares MSCI USA Equal Weighted ETF(EUSA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EUSA
11/13/2026: EUSA (3-star) is a STRONG-BUY. BUY for 12 days. Simulated Profits (-0.21%). Updated daily EoD!
The iShares MSCI USA Equal Weighted ETF (EUSA) provides broad exposure to U.S. large- and mid-cap stocks by weighting each component equally. By moving away from market-cap weighting, the fund reduces concentration risk, allowing investors to avoid an over-reliance on a few dominant mega-cap companies. It is a cost-effective tool for those seeking a disciplined, systematic investment approach that effectively buys 'value' through rebalancing. Investors should monitor market concentration trends, as the fund may lag in environments where a few large-cap stocks drive the vast majority of market returns. It is most suitable for long-term investors looking for a balanced approach to U.S. equity exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures equity growth, it may underperform when mega-cap momentum stocks are the primary market drivers. |
| Momentum investor | Weak fit | The equal-weight strategy inherently sells winners during rebalancing, which counters pure momentum-based strategies. |
| Value investor | Strong fit | The rebalancing process effectively buys stocks that have lagged, aligning well with value-oriented philosophies. |
| Dividend/Income investor | Mixed fit | While diversified, it does not prioritize high-yield stocks and is better suited for capital appreciation. |
| Low-risk investor | Mixed fit | While it reduces concentration risk, it still carries the full volatility of the broad U.S. equity market. |
Investor Profile
Ideal Investor Profile
Investors seeking U.S. large-cap exposure who want to avoid the concentration risk of standard S&P 500 trackers.
Suitability
Best suited for long-term investors looking for diversification and a disciplined approach to buying laggards via rebalancing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity ETF, it is subject to the inherent market price fluctuations of the U.S. stock market. |
| Market risk | High | The fund is fully invested in equities and will fall during broad market drawdowns. |
| Concentration | Low | Equal weighting significantly reduces exposure to any single company, mitigating the risk of individual stock failure. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize the drift from the target index performance. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks can result in wider spreads during market stress. |
| Business/sector quality | Medium | The index includes a broad range of sectors, meaning performance is tied to general economic health rather than sector-specific trends. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
EUSA exhibits moderate volatility, generally in line with the broader U.S. equity market, though its equal-weight nature can lead to different short-term paths than market-cap-weighted indices.
Market Risk
The primary risk is systematic market decline; as a 100% equity product, it lacks protection against general economic downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large- and Mid-Cap Equities | 99.5 | This exposure provides diversified participation in the broad U.S. equity market without the heavy concentration of a few large-cap stocks. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | A small cash buffer is maintained to manage daily creation and redemption activity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.94% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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