iShares MSCI USA Equal Weighted ETF (EUSA)
EUSA is a passive ETF by iShares tracking the investment results of the MSCI USA Index. EUSA launched on May 5, 2010 and has a 0.15% expense ratio.
ETF Info
| ISIN | US4642866812 |
|---|---|
| CUSIP | 464286681 |
| Issuer | iShares |
| Inception Date | May 5, 2010 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
EUSA has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: EUSA vs. RSP, EUSA vs. VOO, EUSA vs. ITOT, EUSA vs. ^GSPC, EUSA vs. VTI, EUSA vs. SCHG, EUSA vs. SPTM, EUSA vs. GSEW, EUSA vs. VIG, EUSA vs. RYT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares MSCI USA Equal Weighted ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares MSCI USA Equal Weighted ETF had a return of 19.22% year-to-date (YTD) and 35.65% in the last 12 months. Over the past 10 years, iShares MSCI USA Equal Weighted ETF had an annualized return of 10.54%, while the S&P 500 had an annualized return of 11.39%, indicating that iShares MSCI USA Equal Weighted ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.22% | 25.45% |
| 1 month | 3.19% | 2.91% |
| 6 months | 11.98% | 14.05% |
| 1 year | 35.65% | 35.64% |
| 5 years (annualized) | 11.88% | 14.13% |
| 10 years (annualized) | 10.54% | 11.39% |
Monthly Returns
The table below presents the monthly returns of EUSA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.85% | 4.55% | 4.31% | -5.09% | 2.65% | -0.12% | 4.07% | 2.48% | 2.16% | -1.12% | 19.22% | ||
| 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% |
| 2020 | -1.18% | -8.80% | -18.52% | 13.96% | 6.32% | 1.72% | 4.84% | 4.77% | -2.43% | -0.65% | 14.31% | 4.43% | 15.03% |
| 2019 | 10.62% | 3.90% | 0.58% | 3.87% | -6.81% | 7.29% | 1.33% | -3.26% | 2.91% | 1.22% | 3.90% | 2.50% | 30.56% |
| 2018 | 4.53% | -4.42% | -0.21% | 0.30% | 1.39% | 1.11% | 2.70% | 2.41% | -0.13% | -7.66% | 2.54% | -10.34% | -8.58% |
| 2017 | 2.58% | 3.13% | -0.14% | 0.78% | 0.49% | 1.39% | 1.45% | -0.81% | 2.73% | 1.11% | 3.73% | 1.20% | 19.02% |
| 2016 | -7.06% | 1.47% | 7.61% | 1.52% | 1.94% | -0.26% | 4.88% | 0.28% | 0.31% | -2.75% | 5.22% | 0.85% | 14.03% |
| 2015 | -2.69% | 5.13% | -1.38% | 0.34% | 1.72% | -1.66% | 1.58% | -5.75% | -4.45% | 7.83% | -0.05% | -2.60% | -2.76% |
| 2014 | -3.09% | 4.71% | 0.51% | 0.37% | 2.37% | 2.34% | -1.50% | 3.91% | -1.29% | 1.94% | 3.06% | 0.21% | 14.11% |
| 2013 | 5.15% | 0.93% | 3.70% | 2.12% | 3.82% | -2.06% | 4.58% | -3.21% | 3.79% | 4.68% | 2.78% | 2.20% | 32.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EUSA is 76, placing it in the top 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares MSCI USA Equal Weighted ETF (EUSA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares MSCI USA Equal Weighted ETF provided a 1.40% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.29 | $1.26 | $1.10 | $1.05 | $0.96 | $1.00 | $0.83 | $0.75 | $0.93 | $0.85 | $0.78 |
Dividend yield | 1.40% | 1.53% | 1.73% | 1.23% | 1.45% | 1.49% | 2.01% | 1.50% | 1.59% | 2.21% | 1.91% | 1.97% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $1.01 | |
| 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 | $0.27 | $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 |
| 2020 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.22 | $1.05 |
| 2019 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.32 | $0.96 |
| 2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $1.00 |
| 2017 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.83 |
| 2016 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.24 | $0.75 |
| 2015 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.32 | $0.93 |
| 2014 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.19 | $0.85 |
| 2013 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.28 | $0.78 |
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.
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 0.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.16% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -25.24% | Nov 17, 2021 | 219 | Sep 30, 2022 | 354 | Feb 29, 2024 | 573 |
| -20.77% | Sep 24, 2018 | 64 | Dec 24, 2018 | 75 | Apr 12, 2019 | 139 |
| -18.67% | May 22, 2015 | 177 | Feb 11, 2016 | 95 | Jul 11, 2016 | 272 |
| -18.23% | May 11, 2011 | 47 | Aug 9, 2011 | 90 | Feb 16, 2012 | 137 |
Volatility
Volatility Chart
The current iShares MSCI USA Equal Weighted ETF volatility is 3.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.