IUSV

📎 Investment Objective

The iShares Core S&P U.S. Value ETF (IUSV) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization value stocks.

✨ Key Features

• Provides exposure to a diversified portfolio of U.S. large- and mid-cap value stocks
• Seeks to track the performance of the S&P 900 Value Index, a market-cap weighted index that measures the performance of value stocks in the U.S. equity market
• Low expense ratio of 0.04% makes it a cost-effective way to gain exposure to the U.S. value equity market
• Suitable for investors seeking broad U.S. value equity market exposure as a core portfolio holding

⚠️ Primary Risks

• Market risk: The value of the ETF's shares will fluctuate with changes in the value of the underlying securities in the index
• Sector concentration risk: The ETF may be more susceptible to economic, political, or regulatory events affecting companies in the value sectors
• Style risk: The value investment style may underperform other equity market segments or the overall equity market
• Tracking error risk: The ETF may not perfectly track the performance of the underlying index

👤 Best For

IUSV may be suitable for long-term investors seeking broad exposure to U.S. large- and mid-cap value stocks as part of a diversified portfolio. It can serve as a core holding for investors with a moderate to long-term investment horizon and a tolerance for the risks associated with equity investing.