
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.

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.

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.

Atlantic Edge Private Wealth Management LLC lifted its holdings in iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 140.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,815 shares of the company's stock after acquiring an additional 6,315 shares

Stratos Wealth Partners LTD. decreased its position in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 7.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,890 shares of the company's stock after selling 8,546

Citigroup Inc. trimmed its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) by 25.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,954 shares of the company's stock after selling 7,387 shares during the quarter. Citigroup Inc.'s