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ETFs

iShares Core S&P U.S. Value ETF

IUSV
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 24 2000
Expense Ratio
0.04%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$42,746,922
AUM
$13,554,639,848
Associated Index
S&P 900 Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

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Microsoft Corporation
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Walmart Inc
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Cisco Systems, Inc.
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CMCSA
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1.06%
Invest with IUSV

What is IUSV?

The iShares Core S&P U.S. Value ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. The Index measure value stocks using three factors: the ratios of book value, earnings, and sales to price. S&P Style Indices divide the complete market capitalization of each parent index into growth and value indices. Constituents are drawn from the S&P 900, which combines the S&P 500 and S&P MidCap 400.

ETFs related toIUSV

ETFs correlated to IUSV include IVE, SPYV, VOOV

IUSV
BlackRock Institutional Trust Company N.A. - iShares Core S&P U.S.Value ETF
IVE
BlackRock Institutional Trust Company N.A. - iShares S&P 500 Value ETF
SPYV
SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VOOV
Vanguard Group, Inc. - Vanguard S&P 500 Value ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF
FNDX
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company Index ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
EQWL
Invesco Capital Management LLC - Invesco Russell Top 200 Equal Weight ETF
JHML
John Hancock Investment Management LLC - John Hancock Multifactor Large Cap ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toIUSV

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with IUSV using Composer

FAQ

IUSV is a US Equities ETF. The iShares Core S&P U.S. Value ETF seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. The Index measure value stocks using three factors: the ratios of book value, earnings, and sales to price. S&P Style Indices divide the complete market capitalization of each parent index into growth and value indices. Constituents are drawn from the S&P 900, which combines the S&P 500 and S&P MidCap 400.

IUSV tracks the S&P 900 Value Index.

No, IUSV is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, IUSV is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on IUSV is -0.0094%. This is the percent change in the value of IUSV over the most recent 1-month period. The 3-month return on IUSV is -0.0022%. This is the percent change in the value of IUSV over the most recent 3-month period.

The standard deviation of IUSV for the past year is 0.1613%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to IUSV include IWO, VTV, and VUG.

ETFs correlated to IUSV include IVE, SPYV, and VOOV.

ETFs that are inversely correlated to IUSV include SDS, SPXU, and SPXS.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.