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EUSA - ETF AI Analysis
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iShares MSCI USA Equal Weighted ETF (EUSA)
Rating:70Outperform
Price Target:
$113.00
Positive Factors
Strong Top Holdings
Several top holdings, such as Micron and Rocket Lab USA, have delivered strong year-to-date performance, boosting the ETF's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-effective for investors.
Broad Sector Diversification
The fund is spread across 11 sectors, reducing the risk of overexposure to any single industry.
Negative Factors
Limited Geographic Exposure
The ETF is heavily concentrated in U.S. companies, with minimal exposure to international markets.
Underperforming Holdings
Some holdings, such as Centene, have shown weak year-to-date performance, which could drag on overall returns.
Small Position Sizes
The equal-weighted approach results in smaller allocations to individual stocks, potentially limiting the impact of strong performers.
EUSA vs. SPDR S&P 500 ETF (SPY)
AUM1.38B
RegionNorth America
Expense Ratio0.09%
Beta0.87
IssueriShares
Inception DateMay 05, 2010
Dividend Yield1.5%
Asset ClassEquity
Index TrackedMSCI USA Equal Weighted
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume63,677
30 Day Avg. Volume78,620
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
117.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering548
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUSA Summary
The iShares MSCI USA Equal Weighted ETF (EUSA) is an investment fund that gives you exposure to the U.S. stock market by equally weighting all the companies it includes, rather than focusing on the biggest ones. This means smaller and mid-sized companies get the same importance as larger ones, offering a more balanced approach. It follows the MSCI USA Equal Weighted Index and includes well-known companies like Intel and Warner Bros. Investors might consider EUSA for diversification across different sectors and company sizes. However, since it tracks the overall U.S. market, its value can go up or down depending on how the market performs.
How much will it cost me?The iShares MSCI USA Equal Weighted ETF (EUSA) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an equal-weighted index rather than relying on active stock selection.
What would affect this ETF?The EUSA ETF, with its equal-weighted approach and broad exposure to the U.S. market, could benefit from growth in sectors like technology and healthcare, which are significant parts of its portfolio. However, it may face challenges if economic conditions worsen, particularly impacting cyclical sectors like consumer discretionary and industrials, or if rising interest rates negatively affect financial and real estate stocks. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings in technology and healthcare.
EUSA Top 10 Holdings
The iShares MSCI USA Equal Weighted ETF (EUSA) is a balanced mix of U.S. stocks, but recent performance has been driven by rising names like Micron and Rocket Lab, both benefiting from strong growth narratives and bullish momentum. Meanwhile, Centene is lagging, weighed down by operational challenges in its healthcare segments. The fund’s equal-weighted approach spreads exposure across sectors, with notable representation in technology and industrials, ensuring no single stock dominates. This broad diversification helps mitigate risks, though the fund’s heavy U.S. focus means it’s tied closely to domestic market trends.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Western Digital | 0.37% | $5.04M | $52.03B | 127.71% | 78 Outperform | |
| Warner Bros | 0.35% | $4.81M | $55.95B | 175.27% | 69 Neutral | |
| Micron | 0.32% | $4.38M | $244.73B | 106.68% | 73 Outperform | |
| MongoDB | 0.32% | $4.38M | $28.95B | 29.51% | 74 Outperform | |
| Pure Storage | 0.30% | $4.13M | $31.25B | 85.92% | 76 Outperform | |
| Seagate Tech | 0.30% | $4.04M | $53.47B | 146.32% | 67 Neutral | |
| Teradyne | 0.29% | $3.94M | $27.51B | 66.57% | 76 Outperform | |
| Intel | 0.28% | $3.89M | $172.94B | 58.79% | 61 Neutral | |
| First Solar | 0.27% | $3.67M | $28.19B | 21.68% | 78 Outperform | |
| Lam Research | 0.27% | $3.65M | $195.66B | 103.90% | 77 Outperform |
EUSA Technical Analysis
Neutral
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Price Trends
102.56
Negative
101.05
Positive
97.55
Positive
Market Momentum
-0.06
Positive
42.69
Neutral
19.91
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUSA, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 102.65, equal to the 50-day MA of 102.56, and equal to the 200-day MA of 97.55, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 42.69 is Neutral, neither overbought nor oversold. The STOCH value of 19.91 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EUSA.
EUSA Peer Comparison
Comparison Results
Performance Comparison
EUSA
iShares MSCI USA Equal Weighted ETF
101.44
4.39
4.52%
DFAU
Dimensional US Core Equity Market ETF
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PBUS
Invesco PureBeta MSCI USA ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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BBUS
JP Morgan Betabuilders U.S. Equity ETF
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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.
Disclaimer
This 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: ―
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