IUSV ETF Analysis: Core S&P U.S. Value | NASDAQ

US Equity | NASDAQ, USA | Market Cap: 28.418m USD | 12M Return: 16.9% | US4642876639 | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, Mid Cap Stocks, Value Equities, U.S. Markets
Total Rating 67
Safety 55
Buy Signal 0.39
US Equity
Category Rotation: -7.5
TER: 0.03%
AUM: 28.4B
Avg Turnover: 64.8M
Risk 3d forecast
Volatility10.6%
VaR 5th Pctl1.93%
VaR vs Median1.29%
Reward TTM
Sharpe Ratio1.26
Rel. Str. IBD64.5
Rel. Str. Peer Group62.3 pctl
Character TTM
Beta0.576
Beta Downside0.625
Hurst Exponent0.504
Choppyness51.6%
Drawdowns 3y
Max DD17.76%
CAGR/Max DD0.98
CAGR/Mean DD7.78

Warnings

No concerns identified

Tailwinds

Supp Ema8

Seasonality 11.7 years of data

Jan -0.4% 5
Feb +0.6% 5
Mar +0.1% 7
Apr +0.2% 5
May +0.1% 10
Jun -0.2% 8
Jul +0.9% 40
Aug -0.1% 7
Sep -1.5% 30
Oct -0.9% 25
Nov +2.7% 52
Dec +0.3% 11

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.

Description: IUSV Core S&P U.S. Value
iShares Core S&P U.S. Value ETF (IUSV) is a passively managed exchange-traded fund that seeks to replicate the performance of the S&P 900 Value Index, a subset of the S&P 900 that combines the S&P 500 and S&P MidCap 400. The underlying index isolates stocks within this large- and mid-capitalization universe that exhibit strong value characteristics, such as lower valuation metrics relative to fundamentals like earnings, book value, or cash flow. As a value fund, IUSV typically emphasizes U.S. equities that are priced at a discount to broader market averages, distinguishing it from growth-oriented funds.

Issued by iShares (BlackRocks ETF brand) and listed on NASDAQ, IUSV serves as a low-cost vehicle for investors seeking broad exposure to U.S. value stocks. Launched in 2000, it falls within the Large Value ETF category, focusing on established U.S. companies rather than smaller or speculative firms. The funds structure allows investors to gain diversified access to the value segment of the U.S. equity market through a single security.

Headlines to Watch Out For
  • Value stocks lag growth amid high interest rate environment
  • Financial sector holdings benefit from steeper yield curve
  • Energy and industrials rotation boosts value index performance
  • Rising rate expectations pressure duration-heavy value names
What is the price of IUSV shares?

As of November 01, 2026, the stock is trading at USD 115.71 with a total of 578,054 shares traded. Over the past week, the price has changed by +0.56%, over one month by +4.45%, over three months by +3.26% and over the past year by +16.93%.

Current recommended Stop Loss: 113.40 (which is 2% or 2.8 ATR below the current price).

Is IUSV a buy, sell or hold?

Core S&P U.S. Value has no consensus analysts rating.