IUSInvesco RAFI Strategic US ETF
IUS Fund Description
IUS tracks an index of stocks from large US firms. The index determines firm size by fundamental metrics and also screens by "quality" metrics. Stocks are weighted by firm size.
IUS Factset Analytics Insight
IUS offers two main distinctions in its exposure to stocks from large US firms. First, it ignores market cap as the primary means of determining whether a company is large or small. Instead, it ranks by fundamental metrics: revenue, operating cash flow, dividends & buybacks, and book value. Second, IUS screens for “quality”, using the current levels and historical growth of sales/assets. The fund is weighted by the same fundamental size metrics used in selection. As such, it will take a somewhat contrarian approach relative to cap-weighted funds: At rebalance, it will take profits from gainers and top up losers. The fund issuer, Invesco, also provides the index.
IUS Summary Data
IUS Portfolio Data
IUS Index Data
IUS Portfolio Management
IUS Tax Exposures
IUS Fund Structure
IUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUS. IUS is rated a 5 out of 5.
IUS Sector/Industry Breakdown
IUS Top 10 Holdings[View All]
IUS Economic Development
IUS Performance Statistics
IUS Benchmark Comparison Summary
IUS Benchmark Comparison Market Cap Size