IUS - ETF AI Analysis
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Invesco RAFI Strategic US ETF (IUS)
IUS, the Invesco RAFI Strategic US ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Alphabet, Microsoft, and Apple, which benefit from strong financial performance, growth in cloud and AI, and generally bullish outlooks. Some holdings such as Berkshire Hathaway, Chevron, and UnitedHealth face bearish technical trends or segment-specific challenges, which modestly weigh on the fund’s rating. A key risk is the ETF’s meaningful concentration in large U.S. technology and growth names, which can increase volatility if that sector falls out of favor.
IUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.01B
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 0.77
- Issuer
- Invesco
- Inception Date
- Sep 12, 2018
- Dividend Yield
- 1.22%
- Asset Class
- Equity
- Index Tracked
- Invesco Strategic US Index
IUS Summary
The Invesco RAFI Strategic US ETF (IUS) is a fund that follows the Invesco Strategic US Index, focusing mainly on large U.S. companies across many sectors like technology, health care, energy, and finance. It uses company fundamentals such as sales and cash flow to choose and weight stocks, rather than just size by market value. Well-known holdings include Apple and Microsoft, along with other major U.S. brands. Someone might invest in IUS for broad diversification and long-term growth potential from leading American companies. A key risk is that its value can rise or fall with the overall U.S. stock market.
How much will it cost me?
This ETF has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 you invest. That cost is slightly higher than the cheapest broad U.S. stock index ETFs because it uses a more complex, rules-based strategy (the RAFI methodology) rather than simple passive market-cap weighting.
What would affect this ETF?
This U.S.-focused ETF is heavily invested in large technology, communication, and consumer companies like Apple, Microsoft, Alphabet, and Amazon, so it could benefit from ongoing innovation, strong corporate earnings, and a healthy U.S. economy, especially if interest rates stabilize or fall. On the downside, higher interest rates, slower economic growth, tighter regulations on big tech or energy firms, and market pullbacks in large U.S. stocks could hurt performance, particularly given its concentration in a few major sectors and companies.
IUS Top 10 Holdings
IUS is powered by a familiar cast of U.S. giants, with Big Tech and energy doing most of the heavy lifting. Apple and Microsoft are steadily rising, helping anchor returns, while Amazon adds a quieter but positive boost. On the flip side, Alphabet and Meta have been lagging lately, so their once-reliable engines are sputtering a bit. Exxon and Chevron are surging, giving the fund a strong energy tailwind that balances tech volatility. Overall, it’s a U.S.-focused, large-cap story with meaningful concentration in technology and energy leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 4.31% | $43.51M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 4.08% | $41.17M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 2.83% | $28.58M | $3.41T | -0.58% | 85Outperform |
 BRK.B | Berkshire Hathaway B | 2.78% | $28.07M | $1.16T | 13.37% | 66Neutral |
 META | Meta Platforms | 2.53% | $25.55M | $1.57T | -7.72% | 76Outperform |
 XOM | Exxon Mobil | 2.59% | $26.10M | $769.96B | 63.27% | 74Outperform |
 AMZN | Amazon | 2.47% | $24.95M | $2.59T | 7.85% | 71Outperform |
 NVDA | Nvidia | 1.95% | $19.68M | $4.93T | 0.86% | 76Outperform |
 CVX | Chevron | 1.68% | $16.95M | $465.33B | 53.41% | 71Outperform |
 UNH | UnitedHealth | 1.35% | $13.66M | $365.29B | 18.05% | 72Outperform |
IUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IUS, the sentiment is Positive. The current price of 70.30 is above the 20-day moving average (MA) of 70.03, above the 50-day MA of 69.46, and above the 200-day MA of 64.38, indicating a bullish trend. The MACD of 0.39 indicates Positive momentum. The RSI at 56.65 is Neutral, neither overbought nor oversold. The STOCH value of 44.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IUS.
IUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IUS | $70.30 | $77.00(9.53% Upside) | $1.01B | 0.19% | 73Outperform |
 JQUA | $75.52 | $89.94(19.09% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $431.41(26.27% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.74(23.52% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $24.23(35.43% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $53.80(25.64% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IUS | Invesco RAFI Strategic US ETF | 70.30 | 15.54 | 28.37% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 14.35 | 23.45% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 39.23 | 12.97% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 5.42 | 14.54% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.46 | 15.93% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.50 | 11.75% |
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.