ETFs - Profile

iShares MSCI USA Equal Weighted ETF

US > Multi-Cap > Core

Rank

Universe Rank
62 32

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in mid-and large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or indexing approach.

Next, the research team invests significantly in the component securities of the Underlying Index.

The Underlying Index is an equally-weighted securities index that measures the performance of the large and mid-capitalization segments of U.S. equity securities.

The team utilizes a representative sampling indexing strategy to evaluate companies based on market capitalization and industry weightings.

In addition, the team also assesses a company’s return variability and yield and liquidity characteristics.

Then the manager constructs a portfolio of stocks from a list More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $82.21
    -1.11
  • 52 Week HL
  • $90.51 - $70.86
  • Net Assets
  • $447.84 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-7.7 % YTD

  • 3 Year
  • 52.22%
  • 5 Year
  • 73.43%
  • Best
  • 32.01%
    2013
  • Worst
  • -8.57%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
EUSA -8%24%13%29%-9%19%14%-3%14%32%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.7% 8.4% -26.9% 15.6% -0.3% 5.6% 1.5% 0.9% 2% 10.1% -
Q2 - 6% 22.7% 2.1% 5.2% 2.7% 3.2% 0.4% 5.2% 4.1% -
Q3 - -0.3% 6.7% 0.1% 5.3% 3.4% 5.5% -8.5% 1% 4.8% -
Q4 - 6.9% 18.2% 6.9% -15% 5.2% 3.2% 5% 5.3% 10% -

Returns +
M

J F M A M J J A S O N D
2022 -7% - - - - - - - - - - -
2021 -0.6% 5% 3.8% 5.1% 1.1% 1% 2.7% 1.6% -4.5% 5.6% -2.9% 4.1%

Annual
Return

Index Comparison

Alpha

NAV