EUSA:NYE-iShares MSCI USA Equal Weighted ETF (USD)

ETF | Large Blend |

Last Closing

USD 94.2

Change

-0.13 (-0.14)%

Market Cap

USD 0.81B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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 index is an equally-weighted securities index that measures the performance of the large- and mid-capitalization segments of U.S. equity securities and which represents an alternative weighting scheme to its market capitalization-weighted parent index, the MSCI USA Index.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Large Blend

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

-0.70 (-0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.19 (-0.29%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

-0.20 (-0.30%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.40 (-0.36%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

-0.22 (-0.45%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.18 (-0.26%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

-0.51 (-0.71%)

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

-0.27 (-0.48%)

USD 4.91B
SCHK Schwab 1000 ETF

-0.18 (-0.33%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

-0.43 (-0.36%)

USD 3.65B

ETFs Containing EUSA

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 11.56% 17% F 65% D
Dividend Return 0.71% 60% D- 16% F
Total Return 12.27% 17% F 60% D-
Trailing 12 Months  
Capital Gain 21.75% 25% F 71% C-
Dividend Return 1.70% 85% B 26% F
Total Return 23.45% 26% F 68% D+
Trailing 5 Years  
Capital Gain 56.45% 26% F 74% C
Dividend Return 7.69% 42% F 24% F
Total Return 64.14% 28% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.50% 32% F 72% C
Dividend Return 12.82% 35% F 70% C-
Total Return 1.31% 57% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 20.97% 19% F 49% F
Risk Adjusted Return 61.11% 19% F 78% C+
Market Capitalization 0.81B 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.