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

ETF | Large Blend |

Last Closing

USD 95.74

Change

+0.09 (+0.09)%

Market Cap

USD 0.83B

Volume

0.22M

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: 2024-09-30 )

Largest Industry Peers for Large Blend

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

+1.11 (+0.39%)

USD 439.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.29 (+0.43%)

USD 46.15B
SCHX Schwab U.S. Large-Cap ETF

+0.24 (+0.35%)

USD 45.97B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.39 (+0.35%)

USD 12.90B
DYNF BlackRock US Equity Factor Rot..

+0.21 (+0.43%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.27 (+0.39%)

USD 9.16B
SPLV Invesco S&P 500® Low Volatili..

+0.20 (+0.28%)

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E..

+0.12 (+0.21%)

USD 5.08B
SCHK Schwab 1000 ETF

+0.22 (+0.40%)

USD 3.80B
SUSA iShares MSCI USA ESG Select

+0.46 (+0.38%)

USD 3.71B

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 13.38% 16% F 65% D
Dividend Return 1.20% 81% B- 23% F
Total Return 14.58% 16% F 62% D
Trailing 12 Months  
Capital Gain 28.68% 33% F 72% C
Dividend Return 1.88% 80% B- 26% F
Total Return 30.56% 33% F 70% C-
Trailing 5 Years  
Capital Gain 66.30% 23% F 75% C
Dividend Return 8.41% 51% F 27% F
Total Return 74.71% 27% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 11.70% N/A N/A 71% C-
Dividend Return 13.02% N/A N/A 69% C-
Total Return 1.32% N/A N/A 31% F
Risk Return Profile  
Volatility (Standard Deviation) 20.98% N/A N/A 49% F
Risk Adjusted Return 62.06% N/A N/A 78% C+
Market Capitalization 0.83B 59% D- 53% 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:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.