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IUS - ETF AI Analysis
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Invesco RAFI Strategic US ETF (IUS)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Alphabet and Nvidia, have delivered strong year-to-date performance, boosting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Health Care, and Communication Services, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.19%, this ETF is cost-efficient compared to many similar funds.
Negative Factors
Over-Concentration in U.S. Market
Nearly all of the ETF's geographic exposure is in the U.S., limiting diversification across global markets.
Underperforming Holdings
Some top holdings, like UnitedHealth and Amazon, have shown weak or negative year-to-date performance, which could weigh on future returns.
High Exposure to Technology
Technology makes up over 21% of the portfolio, increasing sensitivity to volatility in this sector.
IUS vs. SPDR S&P 500 ETF (SPY)
AUM702.55M
RegionNorth America
Expense Ratio0.19%
Beta0.80
IssuerInvesco
Inception DateSep 12, 2018
Dividend Yield1.47%
Asset ClassEquity
Index TrackedInvesco Strategic US Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume26,165
30 Day Avg. Volume34,079
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
65.34Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering544
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IUS Summary
The Invesco RAFI Strategic US ETF (Ticker: IUS) is an investment fund that focuses on large U.S. companies, using a unique strategy to select stocks based on fundamentals like sales and cash flow instead of market size. It includes well-known companies like Apple and Alphabet (Google), making it a great option for investors looking to benefit from the growth and stability of established American businesses. With exposure to sectors like technology, healthcare, and energy, this ETF offers diversification across industries. However, new investors should note that its performance can go up and down with the overall U.S. stock market.
How much will it cost me?The Invesco RAFI Strategic US ETF (Ticker: IUS) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed funds, as it uses a research-driven methodology rather than traditional market cap weighting, keeping costs relatively low.
What would affect this ETF?The Invesco RAFI Strategic US ETF could benefit from continued growth in the U.S. economy, particularly in sectors like Technology and Health Care, which make up a significant portion of its holdings. However, potential risks include rising interest rates or economic slowdowns, which could negatively impact large-cap companies and consumer spending. Regulatory changes affecting major holdings like Alphabet, Apple, and Microsoft may also influence the ETF's performance.
IUS Top 10 Holdings
The Invesco RAFI Strategic US ETF leans heavily into technology, with Alphabet and Apple leading the charge thanks to steady growth and strong fundamentals. Alphabet’s focus on AI and cloud services has kept it rising, while Apple’s profitability and services expansion provide a solid foundation despite slowing momentum. Microsoft and Meta Platforms show mixed signals, with cloud and AI growth offset by valuation concerns and expense challenges. Energy names like Exxon Mobil are steady contributors, but Chevron’s recent struggles weigh on the fund. Overall, the ETF’s U.S.-centric portfolio is anchored by tech giants, with a sprinkling of healthcare and energy for balance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 6.83% | $47.99M | $3.79T | 62.64% | 85 Outperform | |
| Apple | 4.83% | $33.94M | $4.04T | 6.97% | 79 Outperform | |
| Microsoft | 2.99% | $21.00M | $3.62T | 13.28% | 79 Outperform | |
| Amazon | 2.49% | $17.50M | $2.49T | 3.92% | 71 Outperform | |
| Exxon Mobil | 2.36% | $16.55M | $502.31B | 11.86% | 74 Outperform | |
| Berkshire Hathaway B | 2.35% | $16.49M | $1.07T | 9.15% | 66 Neutral | |
| Meta Platforms | 2.27% | $15.95M | $1.67T | 10.58% | 76 Outperform | |
| Nvidia | 1.94% | $13.62M | $4.63T | 39.06% | 76 Outperform | |
| Chevron | 1.49% | $10.47M | $302.07B | 4.18% | 71 Outperform | |
| UnitedHealth | 1.35% | $9.48M | $300.58B | -34.93% | 72 Outperform |
IUS Technical Analysis
Positive
―
Price Trends
56.27
Positive
55.09
Positive
52.15
Positive
Market Momentum
0.34
Positive
60.94
Neutral
67.78
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 57.14, equal to the 50-day MA of 56.27, and equal to the 200-day MA of 52.15, indicating a bullish trend. The MACD of 0.34 indicates Positive momentum. The RSI at 60.94 is Neutral, neither overbought nor oversold. The STOCH value of 67.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IUS.
IUS Peer Comparison
Comparison Results
Performance Comparison
IUS
Invesco RAFI Strategic US ETF
57.59
8.76
17.94%
VOTE
Engine No. 1 Transform 500 ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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ONEY
SPDR Russell 1000 Yield Focus ETF
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QQQJ
Invesco NASDAQ Next Gen 100 ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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.
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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