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EUSA
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iShares MSCI USA Equal Weighted ETF (EUSA)

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$101.32
Last Close (24-hour delay)
Profit since last BUY4.19%
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Consider higher Upturn Star rating
BUY since 46 days
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Upturn Advisory Summary

08/14/2025: EUSA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares MSCI USA Equal Weighted ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.