IUSV
+5.73 · +5.78%
$104.79 · NASDAQ

iShares Core S&P U.S. Value ETF (IUSV) ETF Analysis | Large Value

iShares · United States
AUM:$24.9B
#– 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 14.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.04% — among the lowest available for this category.

What is IUSV?

The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
IUSV returned 14.6% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.04% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 21.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$24.9B
Expense Ratio0.04%
Dividend Yield1.73%
Holdings747
Inception DateJul 2000
DomicileUnited States
DistributionNA
Index–
ProvideriShares
Beta0.91
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would IUSV 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
+7.2%
1Y
+17.9%
3Y
+54.2%
5Y
+70.9%
OpenBook InsightIf you had invested £10,000 in IUSV 5 years ago, it would have grown to £17,088 — a gain of £7,088.

Annual Returns

Calendar year performance

IUSV delivered positive returns in 4 of the last 5 calendar years.
YearIUSV
2026 YTD+12.0%
2025+13.3%
2024+11.5%
2023+21.3%
2022-5.8%
CAGR 4yr+9.6%
4/5 positive yearsAvg return: +10.5%Worst year: -5.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
8.2%
Low
Momentum
+3.2%
30-day change
Support Level
112.92
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.