EUSA - ETF AI Analysis

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iShares MSCI USA Equal Weighted ETF (EUSA)

Rating:70Outperform

Price Target:―

EUSA, the iShares MSCI USA Equal Weighted ETF, has a solid overall rating, helped by strong holdings like Micron, Western Digital, and Applied Materials, which benefit from robust financial performance, AI-related growth opportunities, and supportive technical trends. The fund also gains stability from companies like Dollar General and Schlumberger, which show healthy earnings and reasonable valuations, though some holdings such as Echostar and Rocket Lab face profitability and financial challenges that weigh on the overall score. A key risk is that several top positions show signs of potential overvaluation or operational issues, so results may be sensitive to shifts in market sentiment and company execution.

Positive Factors

Strong Top Holdings Performance

Many of the largest positions, especially in technology and related industries, have shown strong gains so far this year, helping support the fund’s overall results.

Broad Sector Diversification

The ETF spreads its investments across many sectors, including technology, industrials, financials, health care, and consumer stocks, which helps reduce the impact of weakness in any single area.

Low Expense Ratio

The fund charges a relatively low fee, so less of your return is lost to costs over time.

Negative Factors

Heavy U.S. Market Focus

Almost all of the ETF’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.

Cyclical Sector Exposure

Meaningful allocations to sectors like technology, industrials, and consumer cyclical stocks can make the fund more sensitive to economic slowdowns and market swings.

Modest Recent Performance

Recent returns over the past month and year to date have been positive but only modest, which may be less appealing to investors seeking stronger short-term momentum.

EUSA vs. SPDR S&P 500 ETF (SPY)

AUM1.54B

RegionNorth America

Expense Ratio0.09%

Beta0.83

IssueriShares

Inception DateMay 05, 2010

Dividend Yield1.58%

Asset ClassEquity

Index TrackedMSCI USA Equal Weighted

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume37,725

30 Day Avg. Volume51,441

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

122.50

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering543

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

EUSA Summary

EUSA is the iShares MSCI USA Equal Weighted ETF, which follows the MSCI USA Equal Weighted Index. Instead of letting the biggest companies dominate, it gives each stock about the same weight, spreading your money across many U.S. sectors like technology, industrials, and finance. Well-known holdings include Intel and Micron. Someone might invest in EUSA to get broad, diversified exposure to the U.S. stock market, including mid- and smaller-sized companies, not just the giants. 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 being written by chip and tech-related names. Micron, Western Digital, Lam Research, Applied Materials, and Intel are all rising on the back of AI and semiconductor demand, giving the fund a helpful tailwind. Entegris is also pulling its weight, though signs of overvaluation hint the ride could get bumpier. On the flip side, more challenged names like Echostar and Rocket Lab add some drama but not much drag, thanks to their small weights. Overall, it’s a U.S.-only fund with a clear tilt toward tech and chip infrastructure.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
SATS	Echostar	0.33%	$5.07M	$36.22B	377.96%	57 Neutral
MU	Micron	0.32%	$4.90M	$461.73B	360.89%	79 Outperform
RKLB	Rocket Lab USA	0.32%	$4.89M	$46.47B	206.79%	57 Neutral
WDC	Western Digital	0.30%	$4.65M	$86.38B	302.32%	77 Outperform
STX	Seagate Tech	0.28%	$4.31M	$79.39B	345.69%	68 Neutral
FCX	Freeport-McMoRan	0.27%	$4.21M	$90.28B	73.29%	67 Neutral
LRCX	Lam Research	0.27%	$4.07M	$299.51B	218.80%	77 Outperform
AMAT	Applied Materials	0.26%	$4.01M	$263.82B	92.12%	77 Outperform
MCHP	Microchip	0.26%	$3.99M	$40.62B	43.28%	54 Neutral
ENTG	Entegris	0.26%	$3.96M	$18.25B	23.11%	66 Neutral

EUSA Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

104.02

Positive

100DMA

103.04

Positive

200DMA

99.73

Positive

Market Momentum

MACD

0.71

Positive

RSI

55.07

Neutral

STOCH

55.12

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 106.07, equal to the 50-day MA of 104.02, and equal to the 200-day MA of 99.73, indicating a bullish trend. The MACD of 0.71 indicates Positive momentum. The RSI at 55.07 is Neutral, neither overbought nor oversold. The STOCH value of 55.12 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EUSA	―	―	$1.54B	0.09%	―
ONEQ	―	―	$9.39B	0.21%	―
CGUS	―	―	$9.21B	0.33%	―
AKRE	―	―	$9.00B	0.98%	―
BBUS	―	―	$6.99B	0.02%	―
DSI	―	―	$5.16B	0.25%	―

Performance Comparison

EUSA

iShares MSCI USA Equal Weighted ETF

106.37

8.04

8.18%

ONEQ

Fidelity Nasdaq Composite Index ETF

―

CGUS

Capital Group Core Equity ETF

―

AKRE

Akre Focus ETF

―

BBUS

JP Morgan Betabuilders U.S. Equity ETF

―

DSI

iShares MSCI KLD 400 Social ETF

―

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.

Disclaimer

This 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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