Loading…
Loading…
The iShares Core S&P U.S. Value ETF (IUSV) aims to mirror the investment outcomes of a benchmark comprised of American companies. This index specifically targets U.S. stocks, encompassing both large and medium-sized businesses, which are identified by their inherent value attributes.
Is IUSV's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Robertson Stephens Wealth Management LLC boosted its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 168.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,428 shares of the company's stock after purchasing an additional
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.
Launched on 07/24/2000, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.
The iShares Core S&P U.S. Value ETF offers broad, diversified exposure to U.S. value equities with a low 0.04% expense ratio. IUSV's long-term returns and volatility closely match the Russell 1000 benchmark, but recent performance lags, with a 6% shortfall over the past year. Competitors VLUE and FVAL have outperformed IUSV since 2016, aided by cash-flow-based valuation and sector-specific methodologies.