EUSA - ETF AI Analysis
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iShares MSCI USA Equal Weighted ETF (EUSA)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Equal-Weighted Diversification
Because holdings are more evenly weighted, the fund avoids relying too heavily on a few mega-cap stocks, spreading risk more broadly across many companies.
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers very limited international diversification and is highly tied to the U.S. market.
Tech and Financials Tilt
A large share of the portfolio is in technology and financial companies, which can increase sensitivity to downturns in these sectors.
Smaller Individual Positions
Because each stock has a relatively small weight, even strong-performing individual holdings may have only a modest impact on overall returns.
EUSA vs. SPDR S&P 500 ETF (SPY)
AUM1.81B
RegionNorth America
Expense Ratio0.09%
Beta0.81
IssueriShares
Inception DateMay 05, 2010
Dividend Yield1.45%
Asset ClassEquity
Index TrackedMSCI USA Equal Weighted
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume80,030
30 Day Avg. Volume46,516
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
132.98Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering527
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EUSA Summary
The iShares MSCI USA Equal Weighted ETF (EUSA) tracks the MSCI USA Equal Weighted Index, which holds a wide mix of U.S. companies but gives each stock roughly the same importance instead of favoring the biggest ones. It spreads your money across many sectors, including technology, finance, and health care, and holds well-known names like Dell Technologies and Marvell. Someone might invest in EUSA to get broad, diversified exposure to the U.S. stock market without being overly tied to a few giant companies. A key risk is that it still invests fully in stocks, so its value can go up and down with the overall market.
How much will it cost me?The iShares MSCI USA Equal Weighted ETF (EUSA) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an equal-weighted index rather than relying on active stock selection.
What would affect this ETF?The EUSA ETF, with its equal-weighted approach and broad exposure to the U.S. market, could benefit from growth in sectors like technology and healthcare, which are significant parts of its portfolio. However, it may face challenges if economic conditions worsen, particularly impacting cyclical sectors like consumer discretionary and industrials, or if rising interest rates negatively affect financial and real estate stocks. Regulatory changes or geopolitical tensions could also influence the performance of its top holdings in technology and healthcare.
EUSA Top 10 Holdings
EUSA may be equal-weighted, but its story right now is all about U.S. tech and the AI supply chain. Micron, Marvell, and Western Digital are rising on the back of booming demand for AI memory and data center gear, giving the fund a helpful tailwind. Applied Materials and KLA are also climbing, though worries about rich valuations and export controls keep them from running too far. With top names clustered in semiconductors and hardware and all exposure in the U.S., the ETF’s performance leans heavily on this tech upcycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 0.33% | $6.05M | $281.98B | 242.96% | 65 Neutral | |
| Astera Labs, Inc. | 0.31% | $5.53M | $70.79B | 330.62% | 68 Neutral | |
| Okta | 0.29% | $5.30M | $24.09B | 51.41% | 75 Outperform | |
| Snowflake | 0.28% | $5.05M | $90.62B | 24.00% | 54 Neutral | |
| Credo Technology Group Holding Ltd | 0.27% | $4.98M | $48.07B | 161.66% | 77 Outperform | |
| Robinhood | 0.27% | $4.94M | $100.92B | 13.86% | 68 Neutral | |
| SharkNinja, Inc. | 0.27% | $4.90M | $21.60B | 37.53% | 76 Outperform | |
| Hewlett Packard Enterprise | 0.27% | $4.87M | $64.28B | 134.27% | 68 Neutral | |
| Applied Materials | 0.27% | $4.85M | $478.36B | 204.40% | 77 Outperform | |
| Axon Enterprise | 0.26% | $4.72M | $45.60B | -22.45% | 58 Neutral |
EUSA Technical Analysis
Positive
―
Price Trends
111.61
Positive
108.22
Positive
105.62
Positive
Market Momentum
0.96
Positive
59.22
Neutral
55.23
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EUSA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 113.72, equal to the 50-day MA of 111.61, and equal to the 200-day MA of 105.62, indicating a bullish trend. The MACD of 0.96 indicates Positive momentum. The RSI at 59.22 is Neutral, neither overbought nor oversold. The STOCH value of 55.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EUSA.
EUSA Peer Comparison
Comparison Results
Performance Comparison
EUSA
iShares MSCI USA Equal Weighted ETF
114.62
15.80
15.99%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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DSI
iShares MSCI KLD 400 Social ETF
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AKRE
Akre Focus ETF
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QLTY
GMO U.S. Quality ETF
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VTHR
Vanguard Russell 3000 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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