(IUSA) iShares Core SP500 USD - Ratings and Ratios
Stocks, Shares, Equities, Assets
Description: IUSA iShares Core SP500 USD
The iShares Core S&P 500 UCITS ETF USD (Dist) is an exchange-traded fund listed on the XETRA exchange, providing investors with exposure to the US large-cap equity market. The fund tracks the Morningstar US Large-Mid NR USD index, which comprises a broad range of large- and mid-cap US stocks.
The fund is designed to provide investors with a diversified portfolio of US equities, with a blend of growth and value stocks. As a UCITS-compliant ETF, it is a popular choice among European investors seeking to gain exposure to the US stock market. The funds assets under management (AUM) stand at approximately €16.6 billion, indicating a significant level of investor interest.
From a technical analysis perspective, the funds price is currently trading above its 20-day simple moving average (SMA20) of 51.77, indicating a short-term bullish trend. The 50-day simple moving average (SMA50) is at 50.06, further supporting the bullish outlook. However, the 200-day simple moving average (SMA200) is at 53.25, which is above the current price, suggesting that the long-term trend is still uncertain. The average true range (ATR) is at 0.87, or 1.67%, indicating moderate volatility.
Using a combination of technical and fundamental analysis, we can forecast the funds future performance. Based on the current technical indicators, we expect the funds price to continue its short-term bullish trend, potentially reaching the 52-week high of 58.49. However, the long-term trend is still uncertain, and the funds price may face resistance at the SMA200 level. Fundamental analysis suggests that the US large-cap equity market is likely to continue its long-term growth trend, driven by the underlying economic fundamentals. Therefore, we forecast that the funds AUM will continue to grow, potentially reaching €20 billion in the next 12-18 months.
Taking into account both the technical and fundamental analysis, our forecast is that the funds price will trade in a range between 50 and 60 in the next 6-12 months, with a potential bias towards the upper end of this range. Investors should be aware of the potential risks and opportunities associated with this investment and make their own informed decisions accordingly.
Additional Sources for IUSA ETF
IUSA ETF Overview
Market Cap in USD | 19,643m |
Category | US Large-Cap Blend Equity |
TER | 0.07% |
IPO / Inception | 2002-03-15 |
IUSA ETF Ratings
Growth Rating | 68.3 |
Fundamental | - |
Dividend Rating | 54.6 |
Rel. Strength | -7.97 |
Analysts | - |
Fair Price Momentum | 61.04 EUR |
Fair Price DCF | - |
IUSA Dividends
Dividend Yield 12m | 1.01% |
Yield on Cost 5y | 2.02% |
Annual Growth 5y | 4.27% |
Payout Consistency | 97.0% |
Payout Ratio | % |
IUSA Growth Ratios
Growth Correlation 3m | 77.4% |
Growth Correlation 12m | 19.2% |
Growth Correlation 5y | 92.2% |
CAGR 5y | 14.98% |
CAGR/Max DD 5y | 0.64 |
Sharpe Ratio 12m | 0.43 |
Alpha | -7.69 |
Beta | 0.800 |
Volatility | 9.97% |
Current Volume | 57.2k |
Average Volume 20d | 52.4k |
As of July 04, 2025, the stock is trading at EUR 53.14 with a total of 57,217 shares traded.
Over the past week, the price has changed by +1.90%, over one month by +1.96%, over three months by +8.79% and over the past year by +5.66%.
Yes. Based on ValueRay's Analyses, iShares Core SP500 USD (XETRA:IUSA) is currently (July 2025) a good stock to buy. It has a ValueRay Growth Rating of 68.26 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IUSA is around 61.04 EUR . This means that IUSA is currently undervalued and has a potential upside of +14.87% (Margin of Safety).
iShares Core SP500 USD has no consensus analysts rating.
According to our own proprietary Forecast Model, IUSA iShares Core SP500 USD will be worth about 70.5 in July 2026. The stock is currently trading at 53.14. This means that the stock has a potential upside of +32.67%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 70.5 | 32.7% |