- ISIN
- US4642866812
- CUSIP
- 464286681
- Issuer
- iShares
- Inception Date
- May 5, 2010
- Region
- North America (U.S.)
- Category
- Mid Cap Blend Equities, Equal Weight
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI USA Equal Weighted Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $2B
Share Price Chart
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Performance
EUSA Performance Chart
iShares MSCI USA Equal Weighted ETF (EUSA) is up 9.5% since the beginning of the year. EUSA is currently trading at $113 per share. Investors who bought $1,000 worth of EUSA shares 5 years ago would now be looking at an investment worth $1,456.
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Returns By Period
iShares MSCI USA Equal Weighted ETF (EUSA) has returned 9.51% so far this year and 18.63% over the past 12 months. Over the last ten years, EUSA has returned 11.94% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares MSCI USA Equal Weighted ETF
- 1D
- 0.12%
- 1M
- 1.63%
- YTD
- 9.51%
- 6M
- 8.11%
- 1Y
- 18.63%
- 3Y*
- 15.75%
- 5Y*
- 7.80%
- 10Y*
- 11.94%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EUSA Monthly Returns History
Based on dividend-adjusted daily data since May 7, 2010, EUSA's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +14.3%, while the worst month was Mar 2020 at -18.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, EUSA closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +9.5%, while the worst single day was Mar 16, 2020 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.06% | 2.47% | -5.54% | 6.92% | 3.53% | 0.15% | 9.51% | ||||||
| 2025 | 4.13% | -1.41% | -4.07% | -1.77% | 4.38% | 3.68% | 1.08% | 2.45% | 0.75% | -0.38% | 0.94% | 0.37% | 10.24% |
| 2024 | -0.85% | 4.55% | 4.31% | -5.09% | 2.65% | -0.12% | 4.07% | 2.48% | 2.16% | -1.12% | 7.89% | -6.27% | 14.64% |
| 2023 | 8.20% | -3.23% | -0.65% | -0.49% | -2.37% | 7.75% | 4.10% | -3.18% | -4.89% | -4.40% | 9.82% | 7.43% | 17.72% |
| 2022 | -5.94% | -1.21% | 2.37% | -8.15% | 0.15% | -9.16% | 8.79% | -3.23% | -9.65% | 8.85% | 6.13% | -5.11% | -17.13% |
| 2021 | -0.57% | 5.01% | 4.25% | 4.93% | 1.44% | 1.62% | 1.31% | 2.31% | -4.10% | 5.63% | -2.88% | 4.63% | 25.60% |
Benchmark Metrics
iShares MSCI USA Equal Weighted ETF has an annualized alpha of 1.66%, beta of 0.84, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since May 07, 2010.
- Alpha
- 1.66%
- Beta
- 0.84
- R²
- 0.72
- Upside Capture
- 99.75%
- Downside Capture
- 101.96%
Expense Ratio
EUSA has an expense ratio of 0.09%, which is considered low.
Return for Risk
Risk / Return Rank
EUSA ranks 48 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares MSCI USA Equal Weighted ETF (EUSA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EUSA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.48 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.39 | 2.78 | -0.39 |
| Martin ratioReturn relative to average drawdown | 9.42 | 12.44 | -3.01 |
Dividends
Dividend History
iShares MSCI USA Equal Weighted ETF provided a 1.48% dividend yield over the last twelve months, with an annual payout of $1.66 per share. The fund has been increasing its distributions for 6 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.66 | $1.68 | $1.41 | $1.29 | $1.26 | $1.10 | $1.05 | $0.96 | $1.00 | $0.83 | $0.75 | $0.93 |
Dividend yield | 1.48% | 1.63% | 1.47% | 1.53% | 1.73% | 1.23% | 1.45% | 1.49% | 2.01% | 1.50% | 1.59% | 2.21% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI USA Equal Weighted ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.31 | $0.66 | ||||||
| 2025 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.56 | $1.68 |
| 2024 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.39 | $1.41 |
| 2023 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.38 | $1.29 |
| 2022 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.28 | $1.26 |
| 2021 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.32 | $1.10 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares MSCI USA Equal Weighted ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares MSCI USA Equal Weighted ETF was 39.16%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current iShares MSCI USA Equal Weighted ETF drawdown is 1.12%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -39.16%Mar 2020 | 1mo 1d | 7mo 21d | 8mo 22dFeb 2020 - Nov 2020 |
Bear market2022 | -25.24%Sep 2022 | 10mo 17d | 1y 5mo | 2y 3moNov 2021 - Feb 2024 |
Rate-hike selloffLate 2018 | -20.78%Dec 2018 | 3mo 1d | 3mo 19d | 6mo 20dSep 2018 - Apr 2019 |
2016 correction2016 | -18.66%Feb 2016 | 8mo 25d | 5mo 1d | 1y 1moMay 2015 - Jul 2016 |
2011 correction2011 | -18.23%Aug 2011 | 3mo | 6mo 11d | 9mo 11dMay 2011 - Feb 2012 |
Drawdown Indicators
| EUSA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -56.78% | +17.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.82% | -9.10% | +1.28% |
Max Drawdown (3Y)Largest decline over 3 years | -18.20% | -18.90% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -25.43% | +0.19% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -33.92% | -5.24% |
Current DrawdownCurrent decline from peak | -1.12% | -1.80% | +0.68% |
Average DrawdownAverage peak-to-trough decline | -4.58% | -10.71% | +6.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.03% | -0.05% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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