(IUSG) iShares Core S&P U.S. - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876712 • Large Growth
IUSG: Large, Growth, Stocks, Futures, Cash, Derivatives
The iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) is designed to track the performance of the S&P 500 Growth Index, focusing on large-cap U.S. equities exhibiting growth characteristics. The fund typically allocates at least 80% of its assets to securities in its underlying index, with the remaining 20% potentially invested in derivatives, cash, and cash equivalents. As a non-diversified fund, it may concentrate holdings in a smaller number of securities. The ETF is part of the iShares Core series, known for its low-cost exposure to key equity indices.
From a technical perspective, IUSG has shown recent price weakness, with its SMA 20-day average of 124.41 and SMA 50-day average of 131.67 both above its current price of 117.86. The SMA 200-day average of 132.97 further indicates downward momentum. The ATR of 4.38 suggests moderate volatility. With an AUM of $19.27 billion, the fund maintains significant scale and liquidity.
3-Month Forecast: Based onAdditional Sources for IUSG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IUSG ETF Overview
Market Cap in USD | 20,195m |
Category | Large Growth |
TER | 0.04% |
IPO / Inception | 2000-07-24 |
IUSG ETF Ratings
Growth Rating | 68.8 |
Fundamental | - |
Dividend Rating | 34.5 |
Rel. Strength | 2.93 |
Analysts | - |
Fair Price Momentum | 117.09 USD |
Fair Price DCF | - |
IUSG Dividends
Dividend Yield 12m | 0.64% |
Yield on Cost 5y | 1.35% |
Annual Growth 5y | -0.15% |
Payout Consistency | 96.0% |
IUSG Growth Ratios
Growth Correlation 3m | -85.1% |
Growth Correlation 12m | 52.1% |
Growth Correlation 5y | 72.9% |
CAGR 5y | 16.16% |
CAGR/Max DD 5y | 0.50 |
Sharpe Ratio 12m | 1.58 |
Alpha | 2.37 |
Beta | 1.224 |
Volatility | 42.34% |
Current Volume | 431.2k |
Average Volume 20d | 713.9k |
As of May 01, 2025, the stock is trading at USD 129.67 with a total of 431,205 shares traded.
Over the past week, the price has changed by +4.68%, over one month by +2.04%, over three months by -9.20% and over the past year by +15.97%.
Yes. Based on ValueRay Analyses, iShares Core S&P U.S. (NASDAQ:IUSG) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 68.83 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IUSG as of May 2025 is 117.09. This means that IUSG is currently overvalued and has a potential downside of -9.7%.
iShares Core S&P U.S. has no consensus analysts rating.
According to ValueRays Forecast Model, IUSG iShares Core S&P U.S. will be worth about 136.5 in May 2026. The stock is currently trading at 129.67. This means that the stock has a potential upside of +5.28%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 136.5 | 5.3% |