iShares MSCI USA Equal Weighted ETF (EUSA)

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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.

iShares MSCI USA Equal Weighted ETF (EUSA) has returned -1.21% so far this year and 10.58% over the past 12 months. Over the last ten years, EUSA has returned 10.80% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 7, 2010, EUSA's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, your investment would double in approximately 5.7 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%.

iShares MSCI USA Equal Weighted ETF has an annualized alpha of 1.76%, beta of 0.85, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since May 10, 2010.

EUSA has an expense ratio of 0.15%, which is considered low.

EUSA ranks 34 for risk / return — below 34% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for iShares MSCI USA Equal Weighted ETF (EUSA) and compare them to a chosen benchmark (S&P 500 Index).

iShares MSCI USA Equal Weighted ETF provided a 1.68% dividend yield over the last twelve months, with an annual payout of $1.71 per share. The fund has been increasing its distributions for 6 consecutive years.

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.

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.

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 5.70%.

The chart below shows the rolling one-month volatility.