EGUS - ETF AI Analysis
Top Page
iShares ESG Aware MSCI USA Growth ETF (EGUS)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Top Tech Holdings
Several of the largest technology positions, such as Nvidia, Apple, Broadcom, Alphabet, and AMD, have shown strong recent performance, helping drive the fund’s returns.
Growth-Focused ESG Exposure
The ETF targets U.S. growth companies that meet certain ESG (environmental, social, and governance) standards, appealing to investors who want growth potential with an ESG tilt.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for an actively themed growth and ESG strategy, helping investors keep more of their returns over time.
Negative Factors
High Concentration in a Few Stocks
A large share of the portfolio is tied up in a small number of mega-cap names like Nvidia and Apple, which increases the impact any one stock can have on the ETF.
Heavy Technology Sector Weight
With over half of the fund in technology, the ETF is very sensitive to swings in the tech sector and less balanced across other parts of the market.
Limited Geographic Diversification
Almost all assets are invested in U.S. companies, so investors get little diversification benefit from other regions or economies.
EGUS vs. SPDR S&P 500 ETF (SPY)
AUM31.24M
RegionNorth America
Expense Ratio0.18%
Beta1.26
IssueriShares
Inception DateJan 31, 2023
Dividend Yield0.19%
Asset ClassEquity
Index TrackedMSCI USA Growth Extended ESG Focus Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,562
30 Day Avg. Volume2,606
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
73.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering106
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EGUS Summary
EGUS is an ETF that follows the MSCI USA Growth Extended ESG Focus Index, which means it invests in fast-growing U.S. companies that also score well on environmental, social, and governance (ESG) standards. Its biggest holdings include well-known names like Nvidia, Apple, and Amazon, with a strong tilt toward technology and other innovative sectors. Someone might invest in EGUS to seek long-term growth while supporting companies that aim to be more responsible and sustainable. A key risk is that it is heavily concentrated in tech and growth stocks, 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 powerful Big Tech and semiconductor wave, with Nvidia and Apple doing much of the heavy lifting as their shares keep rising on AI and services momentum. AMD has been a standout, sprinting ahead and giving the fund extra juice from the chip sector. On the flip side, Amazon has been mixed lately, while Tesla is dragging performance with more volatile, lagging returns. With over half the fund in U.S. technology names and the rest largely in other American growth leaders, this ETF is firmly anchored in the U.S. innovation story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.51% | $4.88M | $5.53T | 25.18% | 76 Outperform | |
| Apple | 14.14% | $4.44M | $4.91T | 37.25% | 79 Outperform | |
| Amazon | 7.14% | $2.25M | $2.83T | 21.29% | 71 Outperform | |
| Alphabet Class A | 5.86% | $1.84M | $4.28T | 48.65% | 85 Outperform | |
| Broadcom | 4.85% | $1.53M | $1.73T | 11.37% | 76 Outperform | |
| Alphabet Class C | 4.65% | $1.46M | $4.28T | 46.47% | 82 Outperform | |
| Tesla | 3.12% | $980.48K | $1.51T | -7.45% | 73 Outperform | |
| Advanced Micro Devices | 2.98% | $935.87K | $992.71B | 182.97% | 73 Outperform | |
| Eli Lilly & Co | 2.59% | $813.70K | $1.11T | 41.48% | 72 Outperform | |
| Visa | 2.43% | $764.73K | $719.65B | 12.16% | 70 Outperform |
EGUS Technical Analysis
Positive
―
Price Trends
58.87
Positive
58.27
Positive
55.03
Positive
Market Momentum
0.52
Negative
56.90
Neutral
62.26
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 59.46, equal to the 50-day MA of 58.87, and equal to the 200-day MA of 55.03, indicating a bullish trend. The MACD of 0.52 indicates Negative momentum. The RSI at 56.90 is Neutral, neither overbought nor oversold. The STOCH value of 62.26 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
60.05
8.89
17.38%
TSEL
Touchstone Sands Capital US Select Growth ETF
―
―
―
JGRW
Jensen Quality Growth ETF
―
―
―
ZDIS
Virtus Zevenbergen Discovery Growth ETF
―
―
―
SEMG
Suncoast Select Growth ETF
―
―
―
NSIG
North Square Growth Opportunities 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