Invesco RAFI Strategic US ETF
IUS
Market cap $577M

46.19 USD

+0.11

0.24%

At close Apr 17, 4:00 PM EDT

1 day

0.24%

5 days

0.90%

1 month

-7.01%

3 months

-9.25%

6 months

-8.81%

Year to date

-6.76%

1 year

1.74%

5 years

96.22%

10 years

83.95%

0

Funds holding %

of 7,419 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

25% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]

19% more funds holding

Funds holding: 74 [Q3] → 88 (+14) [Q4]

8% more capital invested

Capital invested by funds: $287M [Q3] → $309M (+$22.2M) [Q4]

0.05% more ownership

Funds ownership: 49.28% [Q3] → 49.33% (+0.05%) [Q4]

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Research analyst outlook

We haven’t received any recent analyst ratings for IUS.

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Financial journalist opinion

IUS: A Value-Focused Approach With Lower Risk

Invesco RAFI Strategic US ETF has a higher expense ratio and lower exposure to growth and technology stocks compared to broader market indices. IUS's portfolio construction methodology focuses on business size and quality metrics, resulting in slightly lower concentration risk than the S&P 500 and Russell 1000. IUS has delivered slightly lower returns than the S&P 500 and Russell 1000 due to its strong tilt towards value stocks and lower technology sector exposure.

IUS: A Value-Focused Approach With Lower Risk

IUS: Confirming Excellence In The Large Value Category

Invesco RAFI™ Strategic US ETF holds over 500 stocks selected and weighted based on a fundamental size score and a quality score. The IUS ETF is more diversified in sectors and holdings than the S&P 500 index, and has solid value characteristics. IUS has outperformed popular large cap value ETFs in return and dividend growth over the last six years.

IUS: Confirming Excellence In The Large Value Category

IUS: A Value ETF Based On A Business Size-Allocation Criteria

Invesco RAFI Strategic US ETF offers a unique approach to stock market investing, focusing on operational metrics rather than market cap. IUS provides exposure to high-quality, large-size U.S. companies with a tilt towards value, particularly in sectors like energy, healthcare, and consumer staples. Despite underperformance due to low exposure to Nvidia, IUS has shown lower volatility and better risk-adjusted returns compared to benchmark indexes.

IUS: A Value ETF Based On A Business Size-Allocation Criteria

IUS: A Superior Large-Cap Value ETF

Invesco RAFI™ Strategic US ETF combines a fundamental score of company size and a quality score. The IUS ETF is better balanced than the S&P 500 index and has much cheaper valuation ratios without sacrificing earnings growth. IUS beats the benchmark and a number of large-cap value funds since its inception and has a compelling dividend growth rate.

IUS: A Good Core Equity Replacement

Smart Beta ETFs use alternative index construction rules to improve returns and manage risks. Invesco RAFI Strategic US ETF (IUS) is a smart-beta ETF that focuses on high-quality, large-sized US companies. IUS has outperformed its peers since its inception in 2018, but investors should be aware of sector-specific risks.

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