IUS ETF Analysis: RAFI Strategic US | NASDAQ

Large Value | NASDAQ, USA | Market Cap: 927m USD | 12M Return: 35.9% | US46138J7422 | Charts, Fundamentals & Technical Analysis

U.S. Equities, Large-Cap, Value, Quality
Total Rating 78
Safety 55
Buy Signal 0.23
Large Value
Category Rotation: +0.7
TER: 0.19%
AUM: 927M
Avg Turnover: 3.77M
Risk 3d forecast
Volatility9.46%
VaR 5th Pctl1.76%
VaR vs Median3.16%
Reward TTM
Sharpe Ratio2.56
Rel. Str. IBD66.8
Rel. Str. Peer Group73.4
Character TTM
Beta0.712
Beta Downside0.709
Hurst Exponent0.457
Drawdowns 3y
Max DD15.61%
CAGR/Max DD1.38
CAGR/Mean DD12.74

Warnings

No concerns identified

Tailwinds

Supp Ema8

Seasonality

Not enough history
Description: IUS RAFI Strategic US

The Invesco RAFI Strategic US ETF (IUS) is a passively managed exchange-traded fund that seeks to track an underlying index composed of equity securities of U.S. companies with larger, higher-quality businesses. The fund commits at least 80% of its total assets to securities within the index and uses a full replication methodology, holding each constituent in proportion to its weight in the index. The fund is listed on NASDAQ and is categorized as a Large Value ETF, despite its relatively small overall market capitalization of $927M USD.

The underlying index follows a fundamental weighting methodology developed by Research Affiliates (RAFI), which weights constituents based on fundamental business metrics such as sales, book value, cash flow, and dividends rather than by market capitalization. This approach is designed to emphasize companies with strong, established fundamentals and is commonly associated with the large-value segment of the U.S. equity market.

Headlines to Watch Out For
  • US large-cap value rotation lifts underlying holdings
  • Fed rate policy shift favors value over growth equities
  • Fund AUM growth expands operating leverage and fee revenue
What is the price of IUS shares?

As of August 12, 2026, the stock is trading at USD 69.70 with a total of 85,981 shares traded. Over the past week, the price has changed by +0.43%, over one month by +3.97%, over three months by +8.79% and over the past year by +35.91%.

Current recommended Stop Loss: 68.90 (which is 1.1% or 1.3 ATR below the current price).

Is IUS a buy, sell or hold?

RAFI Strategic US has no consensus analysts rating.