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Upturn AI SWOT - About
iShares U.S. Equity Factor ETF (LRGF)
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Upturn Advisory Summary
08/14/2025: 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 33.16% | Avg. Invested days 71 | 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 08/14/2025 |
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 provides exposure to U.S. equities, selecting and weighting them based on multiple factors like quality, value, momentum, and size to potentially outperform market-cap-weighted indices. It targets a broad range of sectors and aims to provide diversified factor exposure.
Reputation and Reliability
iShares, a brand by BlackRock, is a reputable and reliable issuer with a long track record and significant presence in the ETF market.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a large team of investment professionals dedicated to ETF management.
Investment Objective
Goal
The primary investment goal is to provide long-term capital appreciation by investing in U.S. equities selected and weighted based on multiple factors.
Investment Approach and Strategy
Strategy: The ETF aims to deliver exposure to multiple factors simultaneously, rather than focusing on a single factor. These factors may include size, value, momentum, and quality.
Composition The ETF primarily holds U.S. equities across various sectors and market capitalizations.
Market Position
Market Share: Specific market share data is difficult to determine without specifying which individual factor based ETF market we are talking about. iShares is a dominant provider of ETFs.
Total Net Assets (AUM): 5000000000
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
- Dimensional US Core Equity 2 ETF (DFAC)
- Vanguard Value ETF (VTV)
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering factor-based ETFs. iShares benefits from its brand recognition and extensive distribution network, offering lower expense ratios and higher AUM. Competitors have also demonstrated effective use of factor investing strategies.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison unavailable.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume of the ETF is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions significantly affect factor-based ETFs. Changes in interest rates, inflation, and economic growth all impact the returns.
Growth Trajectory
Growth depends on the ability of the factor investment strategy to outperform the broad market. Shifts in sector allocations and factor weights can influence future performance.
Moat and Competitive Advantages
Competitive Edge
iShares benefits from its brand recognition, extensive distribution network, and economies of scale. Its large AUM allows it to offer competitive expense ratios. The ETF's diversified factor exposure provides a unique value proposition. However, the success relies on accurately capturing the premia associated with each factor.
Risk Analysis
Volatility
Volatility is typical of equity investments, with the specific level dependent on market conditions and the factor exposures of the fund.
Market Risk
Market risk stems from fluctuations in the overall stock market, which can impact the value of the ETF's holdings. Factor-specific risks also apply, where the factors chosen may temporarily underperform the broader market.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking diversified exposure to U.S. equities with a factor-based strategy and a long-term investment horizon.
Market Risk
The ETF is suitable for long-term investors looking to enhance returns through factor investing strategies. Active traders may also use it for tactical factor exposure.
Summary
The iShares U.S. Equity Factor ETF provides diversified access to the U.S. equity market with a factor-based approach, aiming to outperform market-cap-weighted indices. BlackRock's management expertise and iShares' reputation contribute to its appeal. The ETF is well-suited for long-term investors seeking to capture factor premia. Performance depends on the effectiveness of the factor strategy and is subject to market and factor-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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.
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