EVUS - ETF AI Analysis
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iShares ESG Aware MSCI USA Value ETF (EVUS)
EVUS, the iShares ESG Aware MSCI USA Value ETF, has a solid overall rating driven largely by heavyweight holdings like Microsoft and Meta, which benefit from strong financial performance and promising growth in cloud and AI. Additional support comes from companies like Micron, Johnson & Johnson, and Cisco, which show robust fundamentals and positive outlooks, while weaker spots such as AbbVie’s financial stability concerns and Berkshire Hathaway’s bearish technical momentum slightly hold back the fund. The main risk factor is the ETF’s meaningful concentration in a few large tech-related names, which can increase volatility if sentiment toward that sector shifts.
EVUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 396.96M
- Region
- North America
- Expense Ratio
- 0.18%
- Beta
- 0.71
- Issuer
- iShares
- Inception Date
- Jan 31, 2023
- Dividend Yield
- 1.40%
- Asset Class
- Equity
- Index Tracked
- MSCI USA Value Extended ESG Focus Index - Benchmark TR Gross
EVUS Summary
EVUS is an ETF that follows the MSCI USA Value Extended ESG Focus Index, investing in U.S. companies that look relatively cheap (value stocks) and also score well on environmental, social, and governance (ESG) factors. It holds many well-known names like Microsoft, Meta Platforms, JPMorgan Chase, and Exxon Mobil, spread across sectors such as financials, technology, health care, and energy. Someone might invest in EVUS to seek long-term growth while staying diversified and supporting more responsible business practices. A key risk is that value stocks and the overall stock market can go up and down, so your investment may lose value.
How much will it cost me?
This ETF has an expense ratio of 0.18%, which means you’ll pay about $1.80 per year for every $1,000 invested. That’s slightly higher than the cheapest broad U.S. index ETFs because this fund is passively managed but adds an ESG and value-focused screen, which increases costs a bit compared with plain-vanilla index funds.
What would affect this ETF?
EVUS could benefit if the U.S. economy stays healthy, value stocks come back into favor, and large holdings in technology, financials, and health care like Microsoft, JPMorgan, and Johnson & Johnson continue to grow while ESG-friendly regulations and investor demand support its sustainable focus. On the downside, rising interest rates, U.S.-specific economic weakness, tighter rules that hurt banks or energy companies, or setbacks in big tech names such as Microsoft and Meta could weigh on the ETF’s performance.
EVUS Top 10 Holdings
EVUS is leaning heavily on a mix of Big Tech and classic value names, with Microsoft doing much of the heavy lifting thanks to its rising momentum in cloud and AI. Micron and Intel, both riding the AI and semiconductor wave, have been strong longer-term drivers despite some recent bumps. On the flip side, Meta has been lagging lately and can act like a headwind. Financials and health care add a steadier backbone, with JPMorgan and Johnson & Johnson keeping things grounded. Overall, it’s a U.S.-only, tech-tilted value fund with an ESG twist.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 10.82% | $42.49M | $3.88T | -0.73% | 79Outperform |
 META | Meta Platforms | 3.81% | $14.98M | $1.57T | -7.72% | 76Outperform |
 MU | Micron | 2.90% | $11.41M | $1.00T | 294.96% | 79Outperform |
 JPM | JPMorgan Chase | 2.51% | $9.87M | $895.92B | 8.92% | 72Outperform |
 XOM | Exxon Mobil | 1.96% | $7.71M | $769.96B | 63.27% | 74Outperform |
 ABBV | AbbVie | 1.69% | $6.62M | $521.11B | 29.22% | 66Neutral |
 BRK.B | Berkshire Hathaway B | 1.66% | $6.51M | $1.16T | 13.37% | 66Neutral |
 JNJ | Johnson & Johnson | 1.65% | $6.48M | $657.68B | 44.51% | 78Outperform |
 CSCO | Cisco Systems | 1.35% | $5.32M | $411.45B | 43.34% | 77Outperform |
 KO | Coca-Cola | 1.24% | $4.87M | $404.72B | 36.39% | 75Outperform |
EVUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EVUS, the sentiment is Positive. The current price of 37.52 is above the 20-day moving average (MA) of 37.22, above the 50-day MA of 36.98, and above the 200-day MA of 34.79, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 57.45 is Neutral, neither overbought nor oversold. The STOCH value of 84.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EVUS.
EVUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EVUS | $37.52 | $41.00(9.28% Upside) | $396.96M | 0.18% | 73Outperform |
 VFVA | $161.30 | $189.26(17.33% Upside) | $966.75M | 0.13% | 69Neutral |
 VLU | $246.64 | $287.12(16.41% Upside) | $792.76M | 0.12% | 71Outperform |
 QVAL | $64.54 | $71.48(10.75% Upside) | $711.29M | 0.28% | 73Outperform |
 LSVD | $35.38 | $43.57(23.16% Upside) | $667.14M | 0.40% | 74Outperform |
 AIVL | $134.49 | $154.00(14.50% Upside) | $424.74M | 0.38% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EVUS | iShares ESG Aware MSCI USA Value ETF | 37.52 | 6.79 | 22.09% | |
| VFVA | Vanguard U.S. Value Factor ETF | 161.30 | 38.18 | 31.01% | |
| VLU | SPDR S&P 1500 Value Tilt ETF | 246.64 | 44.99 | 22.31% | |
| QVAL | Alpha Architect U.S. Quantitative Value ETF | 64.54 | 19.33 | 42.75% | |
| LSVD | LSV Disciplined Value ETF | 35.38 | 6.50 | 22.50% | |
| AIVL | WisdomTree U.S. AI Enhanced Value Fund | 134.49 | 24.29 | 22.04% |
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.