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iShares MSCI USA Equal Weighted ETF (EUSA)



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Upturn Advisory Summary
08/14/2025: EUSA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 18.49% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.05 | 52 Weeks Range 81.08 - 101.40 | Updated Date 06/29/2025 |
52 Weeks Range 81.08 - 101.40 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares MSCI USA Equal Weighted ETF
ETF Overview
Overview
The iShares MSCI USA Equal Weighted ETF (EUSA) seeks to track the investment results of the MSCI USA Equal Weighted Index, which represents a broad range of U.S. companies with each constituent equally weighted. It offers exposure to the broad U.S. equity market while mitigating concentration risk. This ETF aims to provide diversified exposure to U.S. equities by weighting each company equally, irrespective of its market capitalization.
Reputation and Reliability
iShares, a part of BlackRock, is a leading ETF provider with a strong reputation for reliability and innovation in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of investment products, including ETFs, mutual funds, and institutional portfolios. The management team overseeing iShares ETFs is highly qualified and experienced.
Investment Objective
Goal
To track the investment results of the MSCI USA Equal Weighted Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all the underlying securities of the MSCI USA Equal Weighted Index and weighting them equally.
Composition The ETF primarily holds stocks of U.S. companies across various sectors, rebalanced quarterly to maintain equal weighting for each constituent.
Market Position
Market Share: EUSA has a notable market share within the equal-weighted U.S. equity ETF category, but it is not the dominant player.
Total Net Assets (AUM): 4171000000
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
- Direxion NASDAQ-100 Equal Weighted Index Shares (QQEW)
- First Trust Large Cap Core AlphaDEX Fund (FEX)
Competitive Landscape
The equal-weighted U.S. equity ETF market is relatively concentrated, with a few key players dominating the space. EUSA offers a cost-effective and liquid option for investors seeking broad equal-weighted exposure. However, RSP has a significant advantage in AUM and trading volume. Some alternatives focus on specific indices like Nasdaq 100.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers to complete this section.
Benchmark Comparison: Comparison data needs to be retrieved from financial data providers to complete this section.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
EUSA exhibits good liquidity, ensuring efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread for EUSA is generally tight, reflecting its liquidity and tradability.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and overall market sentiment influence EUSA's performance. Sector performance within the S&P 500 can also impact the ETF due to its equal-weighted approach.
Growth Trajectory
EUSA's growth trajectory is closely tied to investor demand for equal-weighted strategies and broader U.S. equity market trends. Changes to the underlying index and rebalancing can affect its performance.
Moat and Competitive Advantages
Competitive Edge
EUSA benefits from the strong brand reputation and distribution network of iShares/BlackRock. Its equal-weighted strategy provides diversification benefits and reduces concentration risk. The ETF offers a low-cost and transparent way to access broad U.S. equity exposure with a unique weighting scheme. This equal weighting may lead to higher exposure to smaller capitalization companies compared to market cap weighted indices, which can be advantageous.
Risk Analysis
Volatility
EUSA's volatility is comparable to the broader U.S. equity market, with potential for fluctuations depending on market conditions.
Market Risk
EUSA is subject to market risk, meaning its value can decline due to broader economic or market downturns. The equal-weighted strategy may lead to higher volatility compared to market-cap weighted indices.
Investor Profile
Ideal Investor Profile
EUSA is suitable for investors seeking broad exposure to the U.S. equity market with a unique equal-weighted approach. It can be used by those who want to reduce concentration risk and potentially benefit from smaller capitalization companies.
Market Risk
EUSA is suitable for long-term investors seeking diversification and passive index followers who prefer an equal-weighted strategy.
Summary
The iShares MSCI USA Equal Weighted ETF (EUSA) offers diversified exposure to the U.S. equity market by equally weighting each company in the MSCI USA Index. This approach aims to reduce concentration risk and potentially enhance returns compared to market-cap weighted indices. The ETF benefits from BlackRock's reputable management and its low expense ratio. EUSA is well-suited for investors seeking a broad and balanced exposure to U.S. stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult with a 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 MSCI USA Equal Weighted ETF
Exchange NYSE ARCA | 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 underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The index is an equally-weighted securities index that measures the performance of the large- and mid-capitalization segments of U.S. equity securities and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

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