iShares MSCI USA Equal Weighted ETF (EUSA)
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Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?
Launched on 05/05/2010, the iShares MSCI USA Equal Weighted ETF (EUSA) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
EUSA: A Suboptimal Choice With Surprisingly Higher Risk, Lower Reward
iShares MSCI USA Equal Weighted ETF is a passively managed vehicle tracking the MSCI USA Equal Weighted Index since September 2015. EUSA could be a solution to IVV's valuation and top-heaviness issues. And it does deliver here, with an about 11.45x lower weighted average market cap and a much lower P/E. However, surprising issues arise: EUSA has not only underperformed IVV since the index change in 2015 but also delivered higher volatility and deeper maximum drawdowns.
Is iShares MSCI USA Equal Weighted ETF (EUSA) a Strong ETF Right Now?
The iShares MSCI USA Equal Weighted ETF (EUSA) made its debut on 05/05/2010, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Blend category of the market.
iShares MSCI USA Equal Weighted ETF (EUSA) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has iShares MSCI USA Equal Weighted ETF ever had a stock split?
iShares MSCI USA Equal Weighted ETF Profile
| ARCA Exchange | US Country |
Overview
The company is an investment entity that dedicates a significant portion of its assets, specifically at least 80%, to investments directly reflecting the composition of its underlying index. This underlying index is specialized in tracking the performance of U.S. equity securities, with a particular focus on large- and mid-capitalization segments. The distinctive approach of this company lies in its reliance on an equally-weighted index, which provides an alternative to the more common market capitalization-weighted strategies. This equally-weighted index strives for a balanced representation by assigning equal weight to all securities, diverging from the biases of market cap weighting. The primary index of reference within this strategy is the MSCI USA Index, suggesting that the underlying index offers a variant weighting scheme to capture the robust dynamics of U.S. equity markets without leaning heavily on the largest market cap entities.
Products and Services
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Equally-Weighted Index Fund
This product is an investment fund that commits at least 80% of its assets to securities forming part of its equally-weighted index. This approach emphasizes providing investors with exposure to U.S. equity markets, specifically the large- and mid-cap sectors, without the significant market-cap bias found in traditional index funds. The fund aims to mirror the economic characteristics of its designated index, thereby offering a novel strategy for portfolio diversification and risk management.
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Alternative Weighting Scheme Investments
Aside from direct investments in the component securities of its underlying index, the company also explores opportunities that present economic characteristics substantially identical to those securities. This includes investments in financial instruments or other products that replicate the performance of the index components. By incorporating these alternative weighting scheme investments, the company broadens the avenues through which investors can gain exposure to the desirable attributes of the U.S. equity market, particularly focusing on non-market capitalization weighted aspects for enhanced portfolio construction.
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