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(IUSV) iShares Core S&P U.S. Value - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US4642876639 • Large Value

IUSV: Stocks, Futures, Options, Cash

The iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) is designed to track the performance of the S&P U.S. Value Index, which focuses on large-cap U.S. equities exhibiting value characteristics. The fund invests at least 80% of its assets in securities included in its underlying index or in investments with substantially identical economic characteristics. It may also allocate up to 20% of its assets in derivatives such as futures, options, and swap contracts, as well as cash and cash equivalents, to manage risk or enhance returns. The ETF provides exposure to value-oriented stocks, which are typically characterized by lower price-to-book and price-to-earnings ratios compared to their growth counterparts.

Ticker Symbol: IUSV | Exchange: NASDAQ | Type: ETF | Country Origin: USA | ETF Category: Large Value

3-Month Forecast:

- SMA Trends: The ETFs short-term (SMA 20: 88.27) and medium-term (SMA 50: 91.42) moving averages are above its current price (84.16), indicating bearish momentum. The long-term SMA 200 (92.73) further reinforces this trend, suggesting potential downside risk. - Volatility: The Average True Range (ATR: 2.21) indicates moderate volatility, which could lead to price swings in the near term. - Volume: Average trading volume (20d: 1,019,350) is stable, ensuring sufficient liquidity for position adjustments. - AUM: With assets under management (AUM) of $18,300.01M, the ETF benefits from scale, ensuring tight tracking error relative to its underlying index. - Valuation: The S&P U.S. Value Indexs constituents are trading at historically low multiples, which could attract investors seeking undervalued stocks. - Economic Outlook: Rising interest rates and slowing economic growth may continue to weigh on value stocks, particularly in sectors with high debt levels or sensitivity to cyclical trends.

Additional Sources for IUSV ETF

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

IUSV ETF Overview

Market Cap in USD 18,552m
Category Large Value
TER 0.04%
IPO / Inception 2000-07-24

IUSV ETF Ratings

Growth Rating 74.7
Fundamental -
Dividend Rating 55.5
Rel. Strength -4.05
Analysts -
Fair Price Momentum 85.22 USD
Fair Price DCF -

IUSV Dividends

Dividend Yield 12m 2.12%
Yield on Cost 5y 4.29%
Annual Growth 5y 5.90%
Payout Consistency 96.5%

IUSV Growth Ratios

Growth Correlation 3m -87.5%
Growth Correlation 12m 40.5%
Growth Correlation 5y 93.1%
CAGR 5y 14.73%
CAGR/Max DD 5y 0.82
Sharpe Ratio 12m 0.07
Alpha -4.96
Beta 0.722
Volatility 31.00%
Current Volume 1253.1k
Average Volume 20d 1136.4k
What is the price of IUSV stocks?
As of May 01, 2025, the stock is trading at USD 88.80 with a total of 1,253,097 shares traded.
Over the past week, the price has changed by +2.27%, over one month by -3.78%, over three months by -6.50% and over the past year by +4.78%.
Is iShares Core S&P U.S. Value a good stock to buy?
Yes. Based on ValueRay Analyses, iShares Core S&P U.S. Value (NASDAQ:IUSV) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 74.66 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IUSV as of May 2025 is 85.22. This means that IUSV is currently overvalued and has a potential downside of -4.03%.
Is IUSV a buy, sell or hold?
iShares Core S&P U.S. Value has no consensus analysts rating.
What are the forecast for IUSV stock price target?
According to ValueRays Forecast Model, IUSV iShares Core S&P U.S. Value will be worth about 96.1 in May 2026. The stock is currently trading at 88.80. This means that the stock has a potential upside of +8.2%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 96.1 8.2%