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IUS - ETF AI Analysis
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Invesco RAFI Strategic US ETF (IUS)
Rating:73Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including technology, health care, consumer, industrials, energy, and more, which helps reduce the impact of weakness in any single area.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for an actively constructed strategy, helping investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers very limited international diversification and is highly tied to the U.S. market.
Mixed Performance Among Top Holdings
Several large positions such as Apple, Microsoft, Meta, and Berkshire Hathaway have been weak year-to-date, which can drag on overall fund performance despite some stronger names.
Meaningful Exposure to Volatile Growth Stocks
Significant weights in big technology and communication services companies like Alphabet, Amazon, Meta, and Nvidia may make the fund more sensitive to swings in growth and tech-related sentiment.
IUS vs. SPDR S&P 500 ETF (SPY)
AUM716.62M
RegionNorth America
Expense Ratio0.19%
Beta0.80
IssuerInvesco
Inception DateSep 12, 2018
Dividend Yield1.42%
Asset ClassEquity
Index TrackedInvesco Strategic US Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume30,912
30 Day Avg. Volume34,247
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
66.89Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering545
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IUS Summary
The Invesco RAFI Strategic US ETF (IUS) is a fund that tracks the Invesco Strategic US Index, focusing mainly on large U.S. companies across many sectors like technology, health care, energy, and consumer stocks. It uses company fundamentals such as sales and cash flow to decide how much of each stock to hold, rather than just size by market value. Well-known holdings include Apple and Alphabet (Google’s parent company). Someone might invest in IUS for broad, diversified exposure to major U.S. businesses with long-term growth potential. A key risk is that its value can rise and fall 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
IUS is leaning heavily into U.S. mega-cap tech and communication names, with Alphabet acting as a key engine of recent gains while Amazon and Nvidia add a steadier, if sometimes choppy, tech undercurrent. On the flip side, Apple and Meta have been losing steam, and Microsoft’s mixed stretch has kept the tech tilt from fully shining. Balancing that, energy giants Exxon Mobil and Chevron have been rising, giving the fund a helpful boost from the oil patch. Overall, it’s a U.S.-only story dominated by Big Tech with an energy kicker.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 7.09% | $51.28M | $4.02T | 71.30% | 85 Outperform | |
| Apple | 4.44% | $32.11M | $3.75T | 7.20% | 79 Outperform | |
| Microsoft | 2.87% | $20.74M | $3.50T | 7.46% | 79 Outperform | |
| Exxon Mobil | 2.63% | $19.06M | $568.64B | 26.65% | 74 Outperform | |
| Amazon | 2.55% | $18.45M | $2.55T | 2.74% | 71 Outperform | |
| Meta Platforms | 2.24% | $16.18M | $1.69T | -0.29% | 76 Outperform | |
| Berkshire Hathaway B | 2.18% | $15.74M | $1.04T | 1.00% | 66 Neutral | |
| Nvidia | 1.86% | $13.48M | $4.53T | 46.15% | 76 Outperform | |
| Chevron | 1.63% | $11.79M | $337.26B | 8.22% | 71 Outperform | |
| General Motors | 1.32% | $9.55M | $74.10B | 72.62% | 73 Outperform |
IUS Technical Analysis
Positive
―
Price Trends
57.38
Positive
56.24
Positive
53.22
Positive
Market Momentum
0.55
Negative
63.80
Neutral
88.91
Negative
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 58.52, equal to the 50-day MA of 57.38, and equal to the 200-day MA of 53.22, indicating a bullish trend. The MACD of 0.55 indicates Negative momentum. The RSI at 63.80 is Neutral, neither overbought nor oversold. The STOCH value of 88.91 is Negative, 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
59.37
8.65
17.05%
EFIV
SPDR S&P 500 ESG ETF
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―
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AVLC
Avantis U.S. Large Cap Equity ETF
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VOTE
Engine No. 1 Transform 500 ETF
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―
―
NBCR
Neuberger Berman Core Equity ETF
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―
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QQQJ
Invesco NASDAQ Next Gen 100 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.
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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