BUSA
+1.84 · +5.08%
$37.98 · BATS

2023 EFT Series Trust - Brandes U S Value ETF (BUSA) ETF Analysis | Large Value

Brandes · USA
AUM:$288.9M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 26.8% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is BUSA?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes), measured at the time of purchase, in securities of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BUSA delivered 26.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 23.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$288.9M
Expense Ratio0.60%
Dividend Yield1.55%
Holdings49
Inception DateOct 2023
Domicile–
Distribution–
Index–
ProviderBrandes
Beta–
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would BUSA affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.7%
1Y
+23.9%
3Y
+75.6%
5Y
+75.6%
OpenBook InsightIf you had invested £10,000 in BUSA 5 years ago, it would have grown to £17,556 — a gain of £7,556.

Annual Returns

Calendar year performance

BUSA delivered positive returns in 4 of the last 4 calendar years.
YearBUSA
2026 YTD+15.5%
2025+17.8%
2024+15.3%
2023+10.6%
CAGR 3yr+14.6%
4/4 positive yearsAvg return: +14.8%Worst year: +10.6% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.3%
Low
Momentum
+5.6%
30-day change
Support Level
41.08
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.