EGUS - ETF AI Analysis
Top Page
iShares ESG Aware MSCI USA Growth ETF (EGUS)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Leading Growth Companies
Several top holdings, especially in technology and e-commerce, have delivered strong year-to-date performance that supports the fund’s returns.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for a specialized U.S. growth strategy, helping investors keep more of their returns over time.
Negative Factors
High Concentration in a Few Stocks
A small number of large technology names make up a big share of the portfolio, increasing the impact if any of them perform poorly.
Mixed Performance Among Top Holdings
Some major positions, including well-known tech and healthcare names, have shown weak year-to-date performance that could drag on overall results.
Heavy U.S. and Technology Focus
The ETF is almost entirely invested in U.S. stocks and heavily tilted toward the technology sector, which reduces global diversification and may increase sensitivity to swings in U.S. tech markets.
EGUS vs. SPDR S&P 500 ETF (SPY)
AUM27.66M
RegionNorth America
Expense Ratio0.18%
Beta1.28
IssueriShares
Inception DateJan 31, 2023
Dividend Yield0.21%
Asset ClassEquity
Index TrackedMSCI USA Growth Extended ESG Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,207
30 Day Avg. Volume3,082
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
70.19Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering93
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EGUS Summary
The iShares ESG Aware MSCI USA Growth ETF (EGUS) follows the MSCI USA Growth Extended ESG Focus Index, which targets fast-growing U.S. companies that also score well on environmental, social, and governance (ESG) standards. It is heavily invested in technology and other innovative sectors, with major holdings like Nvidia, Apple, and Microsoft. Someone might consider EGUS to seek long-term growth while aligning their money with more sustainable businesses and getting broad exposure to leading U.S. growth stocks. A key risk is that it is heavily tilted toward tech and growth companies, so its price can swing up and down more than the overall market.
How much will it cost me?The iShares ESG Aware MSCI USA Growth ETF (EGUS) has an expense ratio of 0.18%, meaning you’ll pay $1.80 per year for every $1,000 invested. This cost is lower than average for actively managed funds because EGUS is passively managed, tracking an index focused on ESG principles.
What would affect this ETF?The EGUS ETF, with its strong focus on technology and growth-oriented companies like Nvidia, Apple, and Microsoft, could benefit from continued innovation in tech and consumer demand for cutting-edge products. However, it may face challenges if interest rates rise, as growth stocks often become less attractive in such environments, or if regulatory scrutiny increases on major tech firms. Additionally, its ESG focus could attract more investors as sustainability trends grow, but changes in ESG regulations or criteria could impact the ETF's holdings.
EGUS Top 10 Holdings
EGUS is riding a tech-heavy wave, with Nvidia and Apple sitting in the driver’s seat; both have been strong longer-term performers, even if they’ve cooled off recently. Amazon, another big U.S. name, has been more of a mixed bag, giving the fund a bit of turbulence rather than a clean lift. Alphabet’s twin share classes add to the Big Tech tilt, while AMD and Lam Research bring extra punch from the semiconductor boom. With all major holdings rooted in U.S. markets, this ETF is firmly anchored in American growth and innovation.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.24% | $3.94M | $5.10T | 44.72% | 76 Outperform | |
| Apple | 13.58% | $3.76M | $4.38T | 47.40% | 79 Outperform | |
| Amazon | 6.72% | $1.86M | $2.63T | 11.66% | 71 Outperform | |
| Alphabet Class A | 5.50% | $1.52M | $4.46T | 111.68% | 85 Outperform | |
| Broadcom | 5.08% | $1.41M | $1.96T | 54.52% | 76 Outperform | |
| Alphabet Class C | 4.99% | $1.38M | $4.46T | 110.10% | 82 Outperform | |
| Tesla | 3.38% | $935.62K | $1.50T | 16.17% | 73 Outperform | |
| Eli Lilly & Co | 2.84% | $785.40K | $1.03T | 43.01% | 72 Outperform | |
| Advanced Micro Devices | 2.82% | $779.32K | $876.24B | 325.71% | 73 Outperform | |
| Visa | 2.13% | $589.55K | $616.56B | -4.99% | 70 Outperform |
EGUS Technical Analysis
Positive
―
Price Trends
57.02
Positive
53.47
Positive
52.92
Positive
Market Momentum
0.22
Negative
56.16
Neutral
77.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EGUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.33, equal to the 50-day MA of 57.02, and equal to the 200-day MA of 52.92, indicating a bullish trend. The MACD of 0.22 indicates Negative momentum. The RSI at 56.16 is Neutral, neither overbought nor oversold. The STOCH value of 77.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EGUS.
EGUS Peer Comparison
Comparison Results
Performance Comparison
EGUS
iShares ESG Aware MSCI USA Growth ETF
58.44
11.84
25.41%
JGRW
Jensen Quality Growth ETF
―
―
―
HYP
Golden Eagle Dynamic Hypergrowth ETF
―
―
―
TSEL
Touchstone Sands Capital US Select Growth ETF
―
―
―
SEMG
Suncoast Select Growth ETF
―
―
―
RILA
Indexperts Gorilla Aggressive Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents