IUSViShares Core S&P U.S. Value ETF
IUSV Fund Description
IUSV tracks an index of large- and midcap value stocks in the US.
IUSV Factset Analytics Insight
IUSV provides classic exposure to the US equity market value space. The fund draws its selection universe from the S&P 900, which combines the S&P 500 and S&P 400. IUSV picks value stocks based on the following ratios: book value, earnings and sales-to-price. Securities are weighted using the same value metrics. Instead of replicating the index, the fund uses representative sampling indexing. The index is rebalanced on a quarterly basis. Note: Prior to January 23, 2017 IUSV tracked the Russell 3000 Value Index.
IUSV MSCI ESG Analytics Insight
iShares Core S&P U.S. Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.45 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Core S&P U.S. Value ETF ranks in the 60th percentile within its peer group and in the 76th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IUSV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IUSV Summary Data
IUSV Portfolio Data
IUSV Index Data
IUSV Portfolio Management
IUSV Tax Exposures
IUSV Fund Structure
IUSV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IUSV. IUSV is rated a 5 out of 5.
IUSV Sector/Industry Breakdown
IUSV Top 10 Holdings[View All]
IUSV Economic Development
IUSV Performance Statistics
IUSV MSCI ESG Ratings
IUSV Benchmark Comparison Summary
IUSV Benchmark Comparison Market Cap Size