From Nasdaq: 2025-04-14 06:20:00

The iShares Core S&P U.S. Value ETF (IUSV) was launched in 2000, designed to offer exposure to the Style Box – All Cap Value category. Smart beta ETFs track non-cap weighted strategies for investors seeking to outperform the market through stock selection. IUSV, managed by Blackrock, has $19.06 billion in assets and a low expense ratio of 0.04%.

The S&P 900 Value Index measures the performance of large and mid-cap value U.S. equities. IUSV has a 2.22% dividend yield and heavy sector exposure in Information Technology. Top holdings include Apple Inc, Microsoft Corp, and Amazon Com Inc. The ETF has a medium risk profile, with a beta of 0.88 and standard deviation of 15.77%.

Investors seeking alternatives to IUSV can consider ETFs like Dimensional U.S. Targeted Value ETF and Capital Group Dividend Value ETF. These funds have different asset sizes and expense ratios. For those looking for cheaper options, traditional market cap weighted ETFs that match the Style Box – All Cap Value returns are also available. Stay informed with the latest ETF news and analysis at Zacks ETF Center.



Read more at Nasdaq: Is iShares Core S&P U.S. Value ETF (IUSV) a Strong ETF Right Now?