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Invesco RAFI Strategic US ETF

IUS

Market cap $1B

70.34 USD

+0.02

0.03%

At close Updated Oct 28, 12:59 PM EDT

1 day

0.03%

5 days

-0.38%

1 month

3.06%

3 months

3.3%

6 months

13.6%

Year to date

22.39%

1 year

24.23%

5 years

81.34%

10 years

180.13%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 33.3%

Neutral 66.7%

Negative 0%

Invesco RAFI Strategic US ETF (IUS) Crosses $1 Billion in AUM

Today's equity markets are increasingly dominated by top-heavy, market-cap-weighted indices. In response, investors are actively seeking intelligent core strategies that balance broad market exposure with fundamental risk discipline.

Invesco RAFI Strategic US ETF (IUS) Crosses $1 Billion in AUM

IUS: Buy The Middle Path In A Narrow, Expensive Market

Invesco RAFI Strategic US ETF is rated a Buy for value-oriented investors seeking balanced exposure amid market concentration and high valuations. IUS's methodology blends business fundamentals with a quality screen, holding market leaders like MSFT, NVDA, AMZN, GOOGL, and META in measured allocations. IUS offers lower concentration (top 10: 27.73%) and valuation (P/E: 18.83) than SPY, while outperforming VTV and MFUS on risk-adjusted returns since inception.

IUS: Buy The Middle Path In A Narrow, Expensive Market

Indexing Redefined, Part III: Implementation & The Total ETF Experience

In Part II of this Indexing Redefined four-part series, the article examined how fundamental indexing can be applicable to style boxes. In particular, anchoring core, value, and growth allocations to observable economic scale as opposed to simply using price momentum.

Indexing Redefined, Part III: Implementation & The Total ETF Experience

IUS: Built To Outperform A Vulnerable S&P 500

Invesco RAFI Strategic US ETF targets large-cap US stocks using a quality screen and fundamental weighting. IUS reduces mega-cap bias by weighting companies by business size metrics rather than market capitalization. I view current market concentration as a fragility, making IUS's construction well-suited for anticipated conditions.

IUS: Built To Outperform A Vulnerable S&P 500

IUS: Confirmed As A Solid Core Equity ETF

Invesco RAFI Strategic US ETF offers a 544-stock portfolio blending fundamental size and quality factors. IUS has a more balanced sector allocation than the S&P 500, underweighting technology and financials while maintaining large-cap predominance. IUS has outperformed both the S&P 500 and peer large value ETFs since 2018, making it a compelling long-term core holding alternative to cap-weighted funds.

IUS: Confirmed As A Solid Core Equity ETF

IUS: Healthy Returns, Risk Metrics, Secure Its Place On ETF Investors' Short List

Invesco RAFI™ Strategic US ETF is a passively managed vehicle tracking the Invesco Strategic US Index. Heavy in IT, IUS has strong value and quality characteristics, though its growth and momentum exposures are smaller than IVV's, which is a significant disadvantage. Even though IUS significantly outperformed IVV and IWB in 2022, it has lagged them since its inception in 2018.

IUS: Healthy Returns, Risk Metrics, Secure Its Place On ETF Investors' Short List

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Some investors are worried that the stock market is set up for a tech-driven decline.

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IUS: Low-Valuation ETF Outperforming Peers

IUS offers a unique value tilt via business-size weighting, resulting in diversified sector exposure and valuations in line with traditional value ETFs. While not a pure value fund, IUS balances value and a more aggressive sector exposure, outperforming peers and matching the Russell 1000's returns over five years. The fund's drawbacks include higher volatility, lower liquidity, higher expense ratio, and modest dividend yield relative to peers.

IUS: Low-Valuation ETF Outperforming Peers

IUS: A Value-Focused Approach With Lower Risk

Invesco RAFI Strategic US ETF has a higher expense ratio and lower exposure to growth and technology stocks compared to broader market indices. IUS's portfolio construction methodology focuses on business size and quality metrics, resulting in slightly lower concentration risk than the S&P 500 and Russell 1000. IUS has delivered slightly lower returns than the S&P 500 and Russell 1000 due to its strong tilt towards value stocks and lower technology sector exposure.

IUS: A Value-Focused Approach With Lower Risk

IUS: Confirming Excellence In The Large Value Category

Invesco RAFI™ Strategic US ETF holds over 500 stocks selected and weighted based on a fundamental size score and a quality score. The IUS ETF is more diversified in sectors and holdings than the S&P 500 index, and has solid value characteristics. IUS has outperformed popular large cap value ETFs in return and dividend growth over the last six years.

IUS: Confirming Excellence In The Large Value Category

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