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Upturn AI SWOT - About
iShares Core S&P U.S. Value ETF (IUSV)
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Upturn Advisory Summary
07/29/2025: IUSV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.47% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 79.77 - 98.85 | Updated Date 06/29/2025 |
52 Weeks Range 79.77 - 98.85 | Updated Date 06/29/2025 |
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 an index composed of large-, mid- and small-capitalization U.S. equities that exhibit value characteristics. It provides exposure to U.S. value stocks, offering diversification across sectors and company sizes, and aims to replicate the S&P 900 Value Index.
Reputation and Reliability
iShares, managed by BlackRock, is a well-established and reputable provider of ETFs with a strong track record.
Management Expertise
BlackRock has extensive experience and expertise in managing a wide range of investment products, including ETFs.
Investment Objective
Goal
The investment objective of IUSV is to track the investment results of an index composed of U.S. equities that exhibit value characteristics.
Investment Approach and Strategy
Strategy: IUSV tracks the S&P 900 Value Index, a benchmark of U.S. value stocks.
Composition The ETF holds a portfolio of U.S. stocks selected based on value characteristics, such as book value-to-price ratio, earnings-to-price ratio, and sales-to-price ratio. It primarily invests in stocks.
Market Position
Market Share: IUSV has a significant market share in the U.S. value ETF segment.
Total Net Assets (AUM): 14630000000
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 several large players offering similar products. IUSV benefits from BlackRock's brand recognition and low expense ratio. Its disadvantage could be tracking error compared to competitors or lower dividend yield.
Financial Performance
Historical Performance: Historical performance varies based on market conditions. Recent years may show variations based on growth vs value rotations.
Benchmark Comparison: The ETF's performance is closely benchmarked against the S&P 900 Value Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
IUSV has a high average trading volume, indicating strong liquidity.
Bid-Ask Spread
The bid-ask spread for IUSV is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth, inflation, and sector rotations influence the performance of IUSV.
Growth Trajectory
The ETF's growth depends on investor demand for value strategies, market conditions and the overall performance of U.S. equities.
Moat and Competitive Advantages
Competitive Edge
IUSV's competitive advantage lies in its low expense ratio, broad diversification across U.S. value stocks, and the reputation of BlackRock. The ETF's ability to accurately track the S&P 900 Value Index is also a significant advantage. It has a large AUM, making it a reliable option for investors looking for a liquid value ETF. The ETF is well-diversified across market sectors, reducing concentration risk.
Risk Analysis
Volatility
IUSV's volatility is correlated with the overall market and the value factor. It generally exhibits moderate volatility.
Market Risk
The ETF is subject to market risk, including economic downturns, sector-specific risks, and interest rate risk.
Investor Profile
Ideal Investor Profile
IUSV is suitable for investors seeking exposure to U.S. value stocks, diversification across sectors and company sizes, and long-term capital appreciation.
Market Risk
IUSV is suitable for long-term investors seeking value exposure as part of a diversified portfolio, as well as passive index followers.
Summary
The iShares Core S&P U.S. Value ETF (IUSV) offers a cost-effective and diversified way to invest in U.S. value stocks by tracking the S&P 900 Value Index. With a low expense ratio and strong liquidity, it appeals to long-term investors seeking value exposure. The fund is managed by BlackRock, a reputable ETF provider. While subject to market risks, IUSV can provide diversification and potential capital appreciation through value investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- etf.com
- morningstar.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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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