EVUS - ETF AI Analysis
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iShares ESG Aware MSCI USA Value ETF (EVUS)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, financials, health care, and industrials, which helps reduce the impact of weakness in any single industry.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for an actively chosen theme, allowing investors to keep more of their returns over time.
Negative Factors
Heavy U.S.-Only Focus
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
Concentration in Technology and Financials
A large share of the portfolio is in technology and financial stocks, which can increase risk if these sectors experience a pullback.
Weakness in Some Top Tech Holdings
Key positions like Microsoft and Meta have shown weak performance this year, which can drag on overall fund returns if the trend continues.
EVUS vs. SPDR S&P 500 ETF (SPY)
AUM360.04M
RegionNorth America
Expense Ratio0.18%
Beta0.72
IssueriShares
Inception DateJan 31, 2023
Dividend Yield1.5%
Asset ClassEquity
Index TrackedMSCI USA Value Extended ESG Focus Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume58,538
30 Day Avg. Volume38,170
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
42.05Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering220
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EVUS Summary
The iShares ESG Aware MSCI USA Value ETF (EVUS) tracks the MSCI USA Value Extended ESG Focus Index, which focuses on U.S. companies that look undervalued and also score well on environmental, social, and governance (ESG) measures. It holds many well-known names like Microsoft and Meta Platforms, along with banks, healthcare firms, and energy companies, giving investors broad exposure to the U.S. stock market with an ESG tilt. Someone might invest in EVUS for diversification and potential long-term growth while aligning with their values. A key risk is that its stock prices can go up and down with the overall market and value-style stocks.
How much will it cost me?The iShares ESG Aware MSCI USA Value ETF (EVUS) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed funds, as EVUS is passively managed to track an index, keeping costs down while focusing on ESG and value investing.
What would affect this ETF?The EVUS ETF, with its focus on U.S. value stocks and ESG criteria, could benefit from increased investor interest in sustainable investing and a potential rebound in undervalued sectors like financials and health care. However, it may face challenges from rising interest rates, which could impact financial stocks, and regulatory changes affecting ESG-focused investments. Additionally, its reliance on U.S. markets means it is sensitive to domestic economic conditions and policy shifts.
EVUS Top 10 Holdings
EVUS leans heavily on U.S. value names in tech and finance, and that mix is creating a bit of a push‑pull. Micron and Intel are doing the heavy lifting, riding the AI and chip upcycle, while Microsoft and Meta have been losing steam lately and act as a brake on returns despite their long‑term stories. On the financial side, JPMorgan and Goldman Sachs are steadily adding support rather than stealing the show. With all holdings U.S.-based and tilted toward tech and big banks, the fund’s fortunes are closely tied to how those sectors behave.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.65% | $27.51M | $2.95T | -22.84% | 79 Outperform | |
| Meta Platforms | 3.93% | $14.14M | $1.63T | -12.11% | 76 Outperform | |
| Micron | 3.17% | $11.40M | $1.10T | 773.60% | 79 Outperform | |
| JPMorgan Chase | 2.70% | $9.71M | $925.05B | 17.34% | 72 Outperform | |
| AbbVie | 1.54% | $5.53M | $452.48B | 32.93% | 66 Neutral | |
| Cisco Systems | 1.53% | $5.52M | $442.15B | 63.52% | 77 Outperform | |
| Exxon Mobil | 1.53% | $5.50M | $628.76B | 40.50% | 74 Outperform | |
| Intel | 1.52% | $5.48M | $529.99B | 336.87% | 64 Neutral | |
| Johnson & Johnson | 1.46% | $5.26M | $603.27B | 48.20% | 78 Outperform | |
| Goldman Sachs Group | 1.25% | $4.49M | $320.25B | 51.29% | 73 Outperform |
EVUS Technical Analysis
Positive
―
Price Trends
35.07
Positive
33.97
Positive
32.96
Positive
Market Momentum
0.17
Positive
55.65
Neutral
47.79
Neutral
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 undefined is equal to the 20-day moving average (MA) of 35.45, equal to the 50-day MA of 35.07, and equal to the 200-day MA of 32.96, indicating a bullish trend. The MACD of 0.17 indicates Positive momentum. The RSI at 55.65 is Neutral, neither overbought nor oversold. The STOCH value of 47.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EVUS.
EVUS Peer Comparison
Comparison Results
Performance Comparison
EVUS
iShares ESG Aware MSCI USA Value ETF
35.57
5.47
18.17%
VFVA
Vanguard U.S. Value Factor ETF
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VLU
SPDR S&P 1500 Value Tilt ETF
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LSVD
LSV Disciplined Value ETF
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QVAL
Alpha Architect U.S. Quantitative Value ETF
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AIVL
WisdomTree U.S. AI Enhanced Value Fund
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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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