EUSA:ARCA-iShares MSCI USA Equal Weighted (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 92.54

Change

-1.58 (-1.68)%

Market Cap

USD 0.08B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI USA Equal Weighted Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is an equally-weighted securities index that measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

Inception Date: 05/05/2010

Primary Benchmark: MSCI USA Equal Weighted GR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-03 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

USD 412.72B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

USD 43.54B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD 43.23B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

USD 12.56B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

USD 8.66B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

USD 4.62B
SCHK Schwab 1000 ETF 0.05 %

N/A

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

N/A

USD 3.56B

ETFs Containing EUSA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.59% 15% F 65% D
Dividend Return 0.71% 60% D- 17% F
Total Return 10.30% 15% F 61% D-
Trailing 12 Months  
Capital Gain 17.30% 18% F 70% C-
Dividend Return 1.66% 81% B- 25% F
Total Return 18.97% 17% F 66% D+
Trailing 5 Years  
Capital Gain 56.29% 25% F 74% C
Dividend Return 7.82% 45% F 25% F
Total Return 64.11% 28% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.38% N/A N/A 72% C
Dividend Return 12.69% N/A N/A 70% C-
Total Return 1.31% N/A N/A 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.98% N/A N/A 49% F
Risk Adjusted Return 60.48% N/A N/A 78% C+
Market Capitalization 0.08B 60% D- 54% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:

There is nothing we particularly dislike