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USXF - AI Analysis
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iShares ESG Advanced MSCI USA ETF (USXF)
Rating:75Outperform
Price Target:
$65.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Nvidia and Broadcom, have delivered strong year-to-date performance, driving the fund’s returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Technology Sector Strength
With over 50% exposure to technology, the fund benefits from the strong performance of this high-growth sector.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward technology, which increases risk if the sector faces a downturn.
Limited Geographic Diversification
The fund is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Mixed Performance Among Holdings
Some top holdings, such as Home Depot and ServiceNow, have underperformed year-to-date, which could drag on overall returns.
USXF vs. SPDR S&P 500 ETF (SPY)
AUM1.22B
RegionNorth America
Expense Ratio0.10%
Beta1.19
IssueriShares
Inception DateJun 16, 2020
Dividend Yield0.89%
Asset ClassEquity
Index TrackedMSCI USA Choice ESG Screened Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume56,745
30 Day Avg. Volume100,307
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
68.79Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering299
USXF Summary
The iShares ESG Advanced MSCI USA ETF (USXF) is an investment fund that focuses on U.S. companies meeting high Environmental, Social, and Governance (ESG) standards. It tracks the MSCI USA Choice ESG Screened Index, offering exposure to a mix of large, mid, and small-cap stocks. Some of its top holdings include well-known companies like Nvidia and Broadcom, which are leaders in the technology sector. This ETF is a good choice for investors who want to support sustainable practices while diversifying across the U.S. market. However, since it is heavily weighted in technology stocks, its performance can be significantly impacted by changes in the tech industry.
How much will it cost me?The iShares ESG Advanced MSCI USA ETF (USXF) has an expense ratio of 0.10%, meaning you’ll pay $1 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The USXF ETF, with its strong focus on technology and ESG principles, could benefit from continued innovation in tech and growing demand for sustainable investments. However, it may face challenges if regulatory changes impact ESG criteria or if economic conditions lead to reduced consumer spending, affecting sectors like consumer cyclical and financials. Its heavy reliance on U.S.-based companies also makes it sensitive to domestic economic and policy shifts.
USXF Top 10 Holdings
The iShares ESG Advanced MSCI USA ETF leans heavily into technology, with Nvidia and Broadcom leading the charge thanks to their strong growth in AI-related innovation. Nvidia’s dominance in AI infrastructure and Broadcom’s momentum in semiconductors are key drivers of the fund’s performance. Meanwhile, AMD’s rising stock adds further fuel to the tech-heavy portfolio. However, names like Home Depot and Intuit are lagging, holding back gains with mixed financial results and bearish momentum. With over half of its exposure in tech and a U.S.-centric focus, this fund is riding the wave of innovation but faces risks from sector concentration.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 22.10% | $270.40M | $5.03T | 52.06% | 85 Outperform | |
| Broadcom | 7.39% | $90.39M | $1.71T | 115.10% | 76 Outperform | |
| Visa | 2.62% | $32.00M | $649.07B | 15.44% | 75 Outperform | |
| Advanced Micro Devices | 1.86% | $22.73M | $421.37B | 84.53% | 77 Outperform | |
| Home Depot | 1.69% | $20.67M | $376.60B | -4.35% | 75 Outperform | |
| Micron | 1.12% | $13.71M | $263.44B | 130.71% | 73 Outperform | |
| American Express | 0.91% | $11.09M | $249.10B | 33.84% | 81 Outperform | |
| Lam Research | 0.90% | $11.02M | $202.52B | 117.39% | 77 Outperform | |
| Linde | 0.88% | $10.76M | $192.47B | -10.07% | 66 Neutral | |
| Qualcomm | 0.88% | $10.71M | $195.00B | 9.41% | 78 Outperform |
USXF Technical Analysis
Positive
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Price Trends
57.12
Positive
55.79
Positive
52.16
Positive
Market Momentum
0.56
Negative
61.28
Neutral
66.65
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USXF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.89, equal to the 50-day MA of 57.12, and equal to the 200-day MA of 52.16, indicating a bullish trend. The MACD of 0.56 indicates Negative momentum. The RSI at 61.28 is Neutral, neither overbought nor oversold. The STOCH value of 66.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USXF.
USXF Peer Comparison
Comparison Results
Performance Comparison
USXF
iShares ESG Advanced MSCI USA ETF
58.94
9.10
18.26%
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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