iShares Core S&P US Value ETF

IUSV

Market cap $24.7B

I downgrade iShares Core S&P U.S. Value ETF (IUSV) to hold, reflecting a macro regime now favoring growth over value. IUSV's 25% tech allocation is a relative strength, but secular drivers and monetary policy now benefit growth ETFs more. Slowing GDP growth, a weakening labor market, and progress on inflation support faster rate cuts, enhancing growth stock prospects.

Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares Core S&P U.S. Value ETF (IUSV) is a smart beta exchange traded fund launched on 07/24/2000.

The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.

iShares Core S&P U.S. Value ETF is rated a buy for its blend of value and growth exposure, especially in the current market cycle. IUSV's higher tech allocation, lower expense ratio, and strong risk-adjusted returns position it to outperform the iShares Russell 1000 Value ETF for now. IWD is more defensive and diversified, making it a hold; it may become more attractive if market leadership shifts from growth to value sectors.

The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.

IUSV is a good option due to its defensive nature, offering better protection against short-term macro risks. The ETF provides broad diversification across large- and mid-cap value stocks, with a more attractive valuation than broad-market ETFs. Given slowing economic growth, rising unemployment, and persistent inflation, a defensive value approach is prudent, despite current bullish market sentiment.

The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.

iShares Core S&P US Value ETF (IUSV) offers exposure to U.S. value stocks with a low expense ratio of 0.04% and $19.38 billion in assets. IUSV's portfolio includes 697 holdings, with top stocks like Apple, Microsoft, and Amazon, indicating a tech-heavy but diversified approach. Valuation metrics suggest IUSV is undervalued, with a forward P/E of 17.27x and an implied IRR of up to circa 12% (subject to U.S. trade policy and macroeconomic uncertainty).

The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.

The iShares Core S&P U.S. Value ETF (IUSV) was launched on 07/24/2000, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Value category of the market.