iShares Core S&P U.S. Value ETF (IUSV)
XSGO 
Summary
IUSV Chart
IUSV: VLUE And FVAL May Be More Compelling
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.
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
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.
Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund launched on 07/24/2000.
iShares Core S&P U.S. Value ETF (IUSV) 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 Core S&P U.S. Value ETF ever had a stock split?
iShares Core S&P U.S. Value ETF Profile
| XSGO Exchange | US Country |
Overview
The company operates within the financial sector, focusing on investment strategies that aim to mirror the performance of a specific index. By allocating at least 80% of its assets to the securities that comprise the index, the company seeks to provide investors with a return that closely matches the underlying index's performance. This approach is complemented by the ability to invest up to 20% of its assets in derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents, allowing for flexibility in managing the fund and hedging against potential risks. The strategic allocation of assets and the use of derivatives are designed to achieve the fund's investment objectives while managing volatility and mitigating risks.
Products and Services
The company's main offerings can be categorized based on the nature of investments and the strategies employed to achieve investment objectives. Below is an overview of these categories:
- Component Securities Investments:
- Derivative Instruments:
- Cash and Cash Equivalents:
This involves direct investments in the securities that form the index which the fund aims to replicate. By investing a significant portion of its assets in these component securities, the company ensures that the fund's performance closely tracks the performance of the underlying index. This strategy is fundamental to the company's objective of providing returns that mirror those of the index.
The fund has the capacity to invest in various derivative instruments, including futures, options, and swap contracts. This strategy allows the company to hedge its investments, manage risks, and potentially enhance the fund's returns. Derivatives are used strategically to gain exposure to certain assets or markets without the need for direct investment, providing flexibility and diversification within the fund's portfolio.
Investment in cash and cash equivalents forms a part of the company's strategy, allowing for liquidity management within the fund. This allocation is crucial for covering fund withdrawals, managing investment opportunities as they arise, and maintaining the fund's ability to react to market movements. Cash and cash equivalents provide a stabilizing effect on the fund's portfolio, offering a buffer during periods of market volatility.
