IUS ETF Analysis: RAFI Strategic US | NASDAQ
Large Value | NASDAQ, USA | Market Cap: 970m USD | 12M Return: 25.7% | US46138J7422 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 3.19M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 8 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
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.
- 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
As of October 07, 2026, the stock is trading at USD 69.07 with a total of 33,544 shares traded. Over the past week, the price has changed by +1.50%, over one month by -0.21%, over three months by +4.19% and over the past year by +25.67%.
Current recommended Stop Loss: 68.10 (which is 1.4% or 1.9 ATR below the current price).
RAFI Strategic US has no consensus analysts rating.