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iShares Core S&P US Value ETF

IUSV tracks an index of large- and mid-cap value stocks in the US. The index selects from stocks ranked 1-3000 by market-cap based on 3 value factors.

IUSV targets U.S. large- and mid-cap value stocks with a defensive tilt while limiting its exposure to high-valuation sectors like technology. iShares Core S&P U.S. Value ETF's low price-to-earnings ratio reflects its value focus but sees limited growth due to limited high-growth sector exposure. The Fund's returns and low volatility align with similar funds, though it lacks a clear edge over peers like IVE and DSTL, warranting a neutral rating.

IUSV: A Defensive Play For Value-Oriented Investors

Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund launched on 07/24/2000.

Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?

IUSV is a buy due to market transition to value, technical indicators, and potential for capital appreciation. IUSV tracks S&P 900 Value Index, offering smart beta ETF with low expense ratio and defensive characteristics. IUSV's performance, composition, and potential for growth make it a strong investment option in the short and medium-term.

IUSV: Ride The Value Transition

Value investing can be a safe option in the current high-cost investing climate. IUSV is a strong value-oriented ETF with low expenses and strong fundamentals. IUSV offers diversification away from the concentrated market of the S&P 500 and has a slightly lower return, but lower risk compared to the market.

IUSV: Value At The Core With Huge Investment Opportunity

iShares Core S&P U.S. Value ETF offers returns on par with the S&P 500 Index and Total Market funds, while diversifying away from big tech holdings. IUSV has achieved these returns while seeing lower volatility than the overall market. IUSV has the lowest expense ratio among peer value funds, a noteworthy dividend yield, and relatively attractive P/E and P/B ratios.

IUSV: Why Value Is An Attractive Choice During Record Market Highs

iShares Core S&P U.S. Value ETF, one of the oldest value ETFs in the market, is well-diversified across sectors and holdings. The IUSV ETF has outperformed the Russell 1000 Index since 2000 and most competitors since 2016, except one. IUSV may be used as a long-term investment or a component of tactical allocation strategies.

IUSV: An Old Value ETF Beating Most Competitors

Value investing has struggled in the past decade, but there is potential for a comeback. The iShares Core S&P U.S. Value ETF is a low-cost option for investors seeking exposure to undervalued U.S. stocks. IUSV's composition, performance, and risk profile make it a competitive choice compared to other value ETFs.

IUSV: Value's Return Is Coming

iShares Core S&P U.S. Growth ETF

iShares Core S&P U.S. Value ETF and iShares Core S&P U.S. Growth ETF are supposed to represent different areas of the market but overlap on some unexpected names. The ETFs may not accurately reflect what is expected, with some growth names included in the value-oriented portfolio and vice versa, potentially distorting the picture of what should be represented. The ETFs offer diversified portfolios with low expense ratios of 0.04% and may still produce strong results over the long term.

IUSV And IUSG: Value And Growth ETFs Showing Overlap

Value investing may provide better downside protection in a bear market, but may not be the best strategy for long-term investors. iShares Core S&P U.S. Value ETF has an inferior growth profile compared to growth stocks and a lower exposure to growth sectors such as information technology. Long-term investors should consider growth stocks instead, as IUSV's inferior growth profile may lead to lower returns in the long run.

IUSV: Growth Is Still A Better Choice

The general idea behind the value factor is that a diversified portfolio of fundamentally cheap stocks should outperform over the long term. Since January 2017, the iShares Core S&P U.S. Value ETF has tracked the S&P 900 Value Index and provides transparent exposure to the well-researched value premium.

IUSV: Transparent Value With Modest Active Risk

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IWD and IUSV track the S&P 900 Value Index and the Russell 1000 Value Index. Over the last ten years, IUSV has outperformed by 23% with marginally higher volatility. However, I expect that will change going forward. S&P Value Indices are less value-oriented after last year's rebalancings, demonstrated by Microsoft and Amazon listed as IUSV's #1 and #3 holdings.

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IUSV invests in 700+ large and mid-cap companies with value characteristics. Its 3 heaviest sectors are healthcare, financials and industrials.

IUSV: A Value ETF Outperforming The Market

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IUSV invests in a collection of stocks considered likely to be "value stocks" per popular pricing metrics: ratios of book value, earnings, and sales to price (per S&P's simple methodology). While the methodology is crude, a simple analysis of the fund's likely forward IRR based on consensus expectations leads me to believe that the fund is indeed cheap.

IUSV: Value Stocks Offer Implicitly High Returns In 2022

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IUSV is a value ETF whose top 2 sectors are financials and healthcare.

News for iShares Core S&P US Value ETF ETF (IUSV)