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

ETF | Large Blend | NYSE Arca

Last Closing

USD 96.07

Change

0.00 (0.00)%

Market Cap

USD 0.08B

Volume

0.03M

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: 2024-12-22 )

Largest Industry Peers for Large Blend

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

+0.72 (+0.25%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.47 (+0.67%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.13 (+0.56%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+0.34 (+0.66%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+0.18 (+0.15%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+0.19 (+0.26%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

-0.09 (-0.13%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.19 (+0.33%)

USD 5.38B
SCHK Schwab 1000 ETF 0.05 %

+0.18 (+0.63%)

USD 4.10B
SUSA iShares MSCI USA ESG Select 0.25 %

+0.64 (+0.52%)

USD 3.87B

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 13.77% 24% F 70% C-
Dividend Return 1.67% 94% A 28% F
Total Return 15.44% 24% F 67% D+
Trailing 12 Months  
Capital Gain 14.29% 24% F 71% C-
Dividend Return 1.67% 90% A- 28% F
Total Return 15.96% 25% F 68% D+
Trailing 5 Years  
Capital Gain 50.56% 21% F 74% C
Dividend Return 9.57% 70% C- 29% F
Total Return 60.13% 24% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.80% 46% F 71% C-
Dividend Return 14.12% 44% F 69% C-
Total Return 1.33% 58% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 21.30% 33% F 52% F
Risk Adjusted Return 66.32% 32% F 79% B-
Market Capitalization 0.08B 66% D+ 58% 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.