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Upturn AI SWOT - About
iShares U.S. Equity Factor ETF (LRGF)
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Upturn Advisory Summary
10/10/2025: LRGF (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 33.23% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 49.82 - 63.91 | Updated Date 06/29/2025 |
52 Weeks Range 49.82 - 63.91 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Equity Factor ETF
ETF Overview
Overview
The iShares U.S. Equity Factor ETF employs a rules-based methodology to select and weight U.S. equities based on multiple factors (size, value, quality, momentum, and low volatility). It aims to deliver potentially enhanced risk-adjusted returns compared to traditional market-cap-weighted benchmarks. The fund primarily focuses on U.S. equities across various sectors. Asset allocation is diversified across holdings based on the factor model, not strictly adhering to a specific sector weighting. Its investment strategy targets companies exhibiting favorable characteristics across these factors.
Reputation and Reliability
iShares (BlackRock) is a well-established and highly reputable ETF provider with a long track record of managing a wide range of ETFs. They are considered a reliable issuer.
Management Expertise
BlackRock possesses extensive experience and expertise in factor-based investing and asset management. Their management team includes experienced portfolio managers and quantitative analysts.
Investment Objective
Goal
The primary investment goal is to seek long-term capital appreciation by investing in a diversified portfolio of U.S. equities selected and weighted based on multiple factors.
Investment Approach and Strategy
Strategy: The ETF does not track a single specific index directly but uses a multi-factor model to select and weight its holdings.
Composition The ETF holds a diversified portfolio of U.S. common stocks.
Market Position
Market Share: Data not reliably available.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
- Vanguard Russell 1000 Value ETF (VONV)
- Schwab Fundamental U.S. Broad Market ETF (FNDB)
Competitive Landscape
The ETF industry is highly competitive, with numerous ETFs vying for investor capital. iShares offers the advantage of a well-recognized brand and extensive resources. Disadvantages may include higher expense ratios compared to some competitors and the potential for underperformance relative to a simple market-cap-weighted index if the factor model is not successful.
Financial Performance
Historical Performance: Data not reliably available.
Benchmark Comparison: Data not reliably available.
Expense Ratio: 0
Liquidity
Average Trading Volume
Average trading volume provides liquidity to this ETF based on the market dynamics.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading, which determines the tightness of the order book.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment all influence the performance of U.S. equities and, consequently, this ETF. Specific sector growth prospects also impact the fund's returns.
Growth Trajectory
Growth trends depend on the performance of the factor model and the overall U.S. equity market. Changes to the factor model or holdings could affect the ETF's growth trajectory.
Moat and Competitive Advantages
Competitive Edge
iShares' competitive edge lies in its brand recognition, large distribution network, and experienced management team. Their factor-based approach offers a differentiated investment strategy that may appeal to investors seeking enhanced risk-adjusted returns. However, the success of this strategy depends on the effectiveness of the factor model and the performance of the underlying equities. The ETF offers diversification across multiple factors, potentially reducing risk compared to single-factor ETFs.
Risk Analysis
Volatility
Volatility depends on the historical volatility of the underlying U.S. equities and the factor-weighting strategy.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and investor sentiment. Factor-based strategies also carry the risk of underperforming the broader market if the factors used are not successful.
Investor Profile
Ideal Investor Profile
The ideal investor is one who wants exposure to U.S. equities with a focus on enhanced risk adjusted returns through multi-factor investing.
Market Risk
The ETF is suitable for long-term investors and passive index followers who believe in the long-term potential of factor-based investing.
Summary
The iShares U.S. Equity Factor ETF is a diversified fund that is based on a multi-factor investment strategy. It aims to provide superior long-term capital appreciation than market-cap-weighted indices. iShares' strong brand and management experience offer advantages, but the performance relies on the factor model's effectiveness. Market risk and the possibility of underperformance are important considerations for investors. This ETF is suitable for long-term investors seeking to enhance their U.S. equity portfolio through factor-based investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- ETFdb.com
- Seeking Alpha
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Past performance is not indicative of future results. 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 U.S. Equity Factor 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 underlying index is composed of large- and mid-capitalization equity securities from the STOXX USA 900 index that are selected and weighted using an optimization process designed to maximize exposure to five target factors: momentum, quality, value, low volatility and size.
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.