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Upturn AI SWOT - About
iShares Morningstar U.S. Equity ETF (JKD)
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Upturn Advisory Summary
08/29/2025: JKD (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 39.17% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 66.68 - 85.46 | Updated Date 06/29/2025 |
52 Weeks Range 66.68 - 85.46 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Morningstar U.S. Equity ETF
ETF Overview
Overview
The iShares Morningstar U.S. Equity ETF (IUSV) seeks to track the investment results of the Morningstaru00ae US Market IndexSM, providing broad exposure to the U.S. equity market across all capitalization sizes. It aims to replicate the performance of a diversified portfolio of U.S. stocks. The ETF utilizes a full replication strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in managing ETFs.
Management Expertise
BlackRock has a large and experienced team of portfolio managers and analysts dedicated to managing its ETF products.
Investment Objective
Goal
The fund seeks to track the investment results of the Morningstaru00ae US Market IndexSM.
Investment Approach and Strategy
Strategy: Tracks the Morningstaru00ae US Market IndexSM, a broad market-cap weighted index representing the performance of the U.S. equity market.
Composition The ETF primarily holds U.S. stocks across various sectors and market capitalizations.
Market Position
Market Share: IUSV holds a notable market share in the broad U.S. equity ETF category, competing with other large-cap and total market ETFs.
Total Net Assets (AUM): 40150000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR Portfolio Total Stock Market ETF (SPTM)
- Schwab Total Stock Market ETF (SCHB)
Competitive Landscape
The broad U.S. equity ETF market is highly competitive, with several large players offering similar products. IUSV benefits from BlackRock's brand and distribution network. Competitors such as VTI may have lower expense ratios which is an advantage. While IUSV offers a solid broad market coverage, other ETFs might be more targeted for specific investment strategies.
Financial Performance
Historical Performance: Historical performance can be reviewed on the iShares website and other financial data providers.
Benchmark Comparison: The ETF's performance should closely track the Morningstaru00ae US Market IndexSM.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
IUSV generally has a high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for IUSV is typically tight, reflecting high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment all influence the performance of IUSV, as it reflects the overall U.S. equity market.
Growth Trajectory
IUSV's growth trajectory is tied to the performance of the U.S. equity market, with fluctuations based on economic cycles and market trends. Changes in strategy and holdings occur but are very minimal as it is a market replication fund.
Moat and Competitive Advantages
Competitive Edge
IUSV benefits from BlackRock's established brand and distribution network. It offers broad U.S. equity market exposure at a low cost. It leverages a well-established Morningstar Index for its holdings, providing a clear investment mandate. This creates a reliable and easily understandable investment vehicle. IUSV focuses on being cost-efficient for investors by tracking the market index closely.
Risk Analysis
Volatility
IUSV's volatility mirrors the volatility of the broader U.S. equity market.
Market Risk
The primary risk is market risk, as the ETF's performance is directly tied to the performance of U.S. equities. Sector-specific risks also exist within the portfolio's holdings.
Investor Profile
Ideal Investor Profile
IUSV is suitable for investors seeking broad exposure to the U.S. equity market for long-term capital appreciation.
Market Risk
IUSV is best suited for long-term investors and passive index followers.
Summary
The iShares Morningstar U.S. Equity ETF (IUSV) provides diversified exposure to the U.S. equity market. It is a cost-effective solution for investors seeking to track the performance of the Morningstaru00ae US Market IndexSM. The fund benefits from BlackRock's expertise and low expense ratio, making it a competitive option in the broad market ETF space. It is best suited for long-term investors seeking passive exposure to the overall U.S. stock market. Its performance closely mirrors the overall market trend, with high liquidity providing easy access and exit for investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on available information and may vary slightly depending on the source.
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 Morningstar U.S. Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results of the Morningstar® US Large-Mid Cap IndexSM composed of large- and mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by large-mid capitalization companies that have exhibited similar "growth" and "value" characteristics, as determined by Morningstar, Inc."s ("Morningstar" or the "index provider") proprietary index methodology.
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