EUSA ETF Analysis: USA Equal Weighted | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 1.896m USD | 12M Return: 12.6% | US4642866812 | Charts, Fundamentals & Technical Analysis

Large-Cap, Mid-Cap, Equal-Weight, U.S. Equities
Total Rating 56
Safety 58
Buy Signal -0.02
Mid-Cap Blend
Category Rotation: -0.8
TER: 0.09%
AUM: 1.90B
Avg Turnover: 5.90M
Risk 3d forecast
Volatility12.6%
VaR 5th Pctl2.29%
VaR vs Median1.46%
Reward TTM
Sharpe Ratio0.70
Rel. Str. IBD50.4
Rel. Str. Peer Group69
Character TTM
Beta0.740
Beta Downside0.783
Hurst Exponent0.508
Drawdowns 3y
Max DD18.20%
CAGR/Max DD0.91
CAGR/Mean DD7.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +1.1% 8
Feb +0.4% 5
Mar -0.7% 16
Apr +0.1% 5
May -0.1% 7
Jun +0.2% 8
Jul +1.5% 20
Aug -0.3% 14
Sep -0.9% 39
Oct -2.0% 42
Nov +3.4% 55
Dec -0.2% 23

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: EUSA USA Equal Weighted

The iShares MSCI USA Equal Weighted ETF (EUSA) is a passively managed exchange-traded fund that seeks to track the performance of the MSCI USA Equal Weighted Index, investing at least 80% of its assets in the component securities of that index or in instruments with substantially identical economic characteristics.

Unlike traditional market capitalization-weighted indices, EUSAs underlying index assigns each constituent the same weight, giving smaller large- and mid-cap U.S. companies equal influence relative to larger ones within the portfolio. The funds parent benchmark is the MSCI USA Index, which serves as the starting universe before the equal-weighting methodology is applied to the large- and mid-capitalization segments of the U.S. equity market.

Headlines to Watch Out For
  • Equal-weight strategy gains inflows amid mega-cap underperformance
  • Invesco RSP competition pressures EUSA market share in segment
  • Mid-cap and value rotation benefits equal-weighted US equity exposure
What is the price of EUSA shares?

As of September 22, 2026, the stock is trading at USD 114.01 with a total of 56,124 shares traded. Over the past week, the price has changed by -0.40%, over one month by -3.35%, over three months by +1.68% and over the past year by +12.55%.

Current recommended Stop Loss: 112.10 (which is 1.7% or 1.9 ATR below the current price).

Is EUSA a buy, sell or hold?

USA Equal Weighted has no consensus analysts rating.