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Upturn AI SWOT - About
iShares MSCI USA Equal Weighted ETF (EUSA)
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Upturn Advisory Summary
10/24/2025: EUSA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 21.99% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
Upturn AI SWOT
iShares MSCI USA Equal Weighted ETF
ETF Overview
Overview
The iShares MSCI USA Equal Weighted ETF (EUSA) aims to provide exposure to the broad U.S. equity market while mitigating concentration risk by equally weighting each company within the MSCI USA Index. The fund is a passive investment vehicle focused on diversification across sectors and market caps.
Reputation and Reliability
iShares, managed by BlackRock, is a highly reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock possesses extensive management expertise and resources in ETF management, providing stability and confidence in the fund's operations.
Investment Objective
Goal
The primary investment goal is to track the investment results of the MSCI USA Equal Weighted Index, a benchmark that measures the performance of U.S. equities with each company equally weighted.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index (MSCI USA Equal Weighted Index).
Composition The ETF holds a diversified portfolio of U.S. stocks, representing a broad cross-section of the U.S. economy.
Market Position
Market Share: EUSA's market share within the equal-weighted US equity ETF category is substantial, but faces competition from similar funds.
Total Net Assets (AUM): 4220000000
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
- Direxion NASDAQ-100 Equal Weighted Index Shares (QQEW)
Competitive Landscape
The equal-weighted ETF space is competitive. EUSA benefits from the iShares brand and AUM. RSP has a longer history and is more liquid. QQEW is focused on the Nasdaq-100.
Financial Performance
Historical Performance: Historical performance varies depending on the market environment. Please refer to iShares website for historical performance numbers.
Benchmark Comparison: The ETF's performance closely tracks its benchmark, the MSCI USA Equal Weighted Index, with minor deviations due to fees and tracking error.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
EUSA exhibits reasonable liquidity with an average daily trading volume generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread for EUSA is typically tight, indicating efficient trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance, and overall market sentiment influence EUSA's performance due to its broad diversification.
Growth Trajectory
EUSA's growth trajectory depends on continued investor interest in equal-weighted strategies and overall U.S. market performance. No significant strategic changes have been implemented.
Moat and Competitive Advantages
Competitive Edge
EUSA benefits from the brand recognition and distribution network of iShares (BlackRock). Its equal-weighted approach mitigates concentration risk compared to market-cap weighted ETFs. The expense ratio is competitive. The large AUM and trading volume provides liquidity to investors. The focus on the entire US market, rather than a specific sector or style, makes it a core holding for diversification.
Risk Analysis
Volatility
EUSA's volatility is generally comparable to the broader U.S. equity market. Equal weighting can lead to higher volatility than market-cap weighting.
Market Risk
EUSA is subject to general market risk, including economic downturns, geopolitical events, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking broad U.S. equity exposure with reduced concentration risk compared to market-cap-weighted indexes. This fund suits investors who believe in diversification.
Market Risk
EUSA is suitable for long-term investors seeking passive exposure to the U.S. equity market and those seeking to diversify their portfolios.
Summary
The iShares MSCI USA Equal Weighted ETF (EUSA) offers a unique approach to U.S. equity investing by equally weighting its holdings, mitigating concentration risk. Managed by BlackRock's iShares, it provides diversification with a reasonable expense ratio. It's suitable for long-term investors seeking broad market exposure and diversification. However, investors should be aware of market risks and the potential for slightly higher volatility compared to market-cap weighted ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should 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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.