EUSA - ETF AI Analysis
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iShares MSCI USA Equal Weighted ETF (EUSA)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which helps reduce the impact if any single industry runs into trouble.
Strong Year-to-Date Performance
The ETF has shown solid gains so far this year, indicating that its overall portfolio has been working well for investors.
Low Expense Ratio
The fund charges relatively low fees, so more of the investment returns stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy U.S. Market Focus
Almost all of the ETF’s holdings are in U.S. companies, which means performance is highly tied to the health of the U.S. market.
Mixed Performance Among Top Holdings
While several top positions have delivered strong gains, at least one has been weak recently, which can drag on overall results.
Limited Single-Stock Upside
Because the fund is equal-weighted and each holding is a very small part of the portfolio, even very strong individual stock performance has only a modest impact on the ETF’s returns.
EUSA vs. SPDR S&P 500 ETF (SPY)
AUM1.89B
RegionNorth America
Expense Ratio0.09%
Beta0.82
IssueriShares
Inception DateMay 05, 2010
Dividend Yield1.44%
Asset ClassEquity
Index TrackedMSCI USA Equal Weighted
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume69,527
30 Day Avg. Volume78,985
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
137.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering513
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUSA Summary
EUSA is an ETF that follows the MSCI USA Equal Weighted index, meaning it invests in a wide range of U.S. companies and gives each stock roughly the same importance instead of favoring the biggest ones. It holds well-known names like Dell Technologies and Best Buy, along with many other tech, financial, industrial, and healthcare companies. Someone might invest in EUSA to get broad, diversified exposure to the U.S. stock market, including large, mid, and smaller companies, without being overly concentrated in mega-cap stocks. A key risk is that its value can go up and down with the overall U.S. stock market.
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
EUSA’s story right now is being written largely by its tech and cloud-heavy names. Okta, Dell, Snowflake, and Hewlett Packard Enterprise are all rising on the back of AI and data-center momentum, giving the fund a solid tech tailwind despite its equal-weight design. Health-care software player Veeva and diagnostics firm Natera are also climbing, adding a steady boost from the medical side of the U.S. market. The main drag comes from Workday, which has been mixed lately, and Vivmark Residential, where real estate exposure is losing steam. Overall, it’s a diversified, all‑U.S. portfolio with a clear tilt toward innovative software and AI infrastructure.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Strategy | 0.31% | $5.86M | $60.94B | -51.86% | 55 Neutral | |
| Okta | 0.30% | $5.56M | $34.12B | 115.40% | 75 Outperform | |
| Illumina | 0.27% | $5.15M | $40.77B | 195.96% | 71 Outperform | |
| Meta Platforms | 0.27% | $5.09M | $1.91T | -3.74% | 76 Outperform | |
| Advanced Micro Devices | 0.27% | $5.06M | $1.03T | 276.72% | 73 Outperform | |
| Twilio | 0.27% | $5.05M | $42.36B | 175.17% | 70 Neutral | |
| CrowdStrike Holdings | 0.27% | $4.99M | $258.16B | 112.30% | 67 Neutral | |
| Bloom Energy | 0.26% | $4.95M | $85.03B | 257.16% | 62 Neutral | |
| Natera | 0.26% | $4.92M | $59.47B | 152.48% | 73 Outperform | |
| Intel | 0.26% | $4.86M | $650.19B | 236.51% | 64 Neutral |
EUSA Technical Analysis
Negative
―
Price Trends
115.59
Negative
113.64
Negative
109.17
Positive
Market Momentum
-0.94
Positive
35.48
Neutral
22.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUSA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 114.39, equal to the 50-day MA of 115.59, and equal to the 200-day MA of 109.17, indicating a neutral trend. The MACD of -0.94 indicates Positive momentum. The RSI at 35.48 is Neutral, neither overbought nor oversold. The STOCH value of 22.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EUSA.
EUSA Peer Comparison
Comparison Results
Performance Comparison
EUSA
iShares MSCI USA Equal Weighted ETF
112.20
10.61
10.44%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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DSI
iShares MSCI KLD 400 Social ETF
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QLTY
GMO U.S. Quality ETF
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―
―
VTHR
Vanguard Russell 3000 ETF
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AKRE
Akre Focus 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.
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: ―
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