- Issuer
- iShares
- Inception Date
- Oct 13, 2016
- Category
- Global Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- iShares MSCI USA Mid-Cap Equal Weight UCITS ETF
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
IUSZ.L Performance Chart
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF (IUSZ.L) is up 8.3% since the beginning of the year. IUSZ.L is currently trading at $13 per share. Investors who bought $1,000 worth of IUSZ.L shares 5 years ago would now be looking at an investment worth $1,372.
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Returns By Period
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF (IUSZ.L) has returned 8.28% so far this year and 14.27% over the past 12 months.
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF
- 1D
- -0.50%
- 1M
- -0.42%
- 6M
- 5.64%
- YTD
- 8.28%
- 1Y
- 14.27%
- 3Y*
- 11.91%
- 5Y*
- 6.53%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.38%
- 1M
- 0.24%
- 6M
- 9.32%
- YTD
- 10.62%
- 1Y
- 21.28%
- 3Y*
- 18.90%
- 5Y*
- 11.84%
- 10Y*
- 13.36%
IUSZ.L Monthly Returns History
Based on dividend-adjusted daily data since Oct 13, 2016, IUSZ.L's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.
Historically, 64% of months were positive and 36% were negative. The best month was Dec 2016 with a return of +25.5%, while the worst month was Oct 2016 at -18.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IUSZ.L closed higher 51% of trading days. The best single day was Dec 28, 2016 with a return of +22.5%, while the worst single day was Oct 17, 2016 at -18.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.00% | 2.50% | -6.96% | 8.33% | 3.84% | 1.51% | -0.57% | 8.28% | |||||
| 2025 | 4.55% | -4.10% | -4.72% | -2.57% | 5.93% | 3.11% | 2.67% | 1.76% | -0.41% | -0.08% | 1.49% | 1.22% | 8.58% |
| 2024 | -1.68% | 3.31% | 5.25% | -5.17% | 0.49% | 0.39% | 5.21% | 1.10% | 2.90% | -0.35% | 7.88% | -6.32% | 12.73% |
| 2023 | 8.68% | -2.04% | -3.63% | -1.32% | -2.56% | 8.82% | 4.85% | -3.39% | -5.00% | -6.61% | 10.19% | 10.23% | 17.19% |
| 2022 | -7.75% | 1.26% | 2.78% | -6.81% | -2.29% | -9.69% | 8.20% | -1.72% | -8.59% | 5.96% | 3.10% | -2.51% | -18.26% |
| 2021 | 0.70% | 5.18% | 3.25% | 5.29% | 1.23% | 1.46% | 1.05% | 2.49% | -3.26% | 5.13% | -2.01% | 3.27% | 26.04% |
Benchmark Metrics
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF has an annualized alpha of 5.16%, beta of 0.53, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since October 13, 2016.
- This ETF participated in 109.49% of S&P 500 Index downside but only 100.38% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.53 may look defensive, but with R2 of 0.21 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.21 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 5.16%
- Beta
- 0.53
- R²
- 0.21
- Upside Capture
- 100.38%
- Downside Capture
- 109.49%
Expense Ratio
IUSZ.L has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
IUSZ.L ranks 46 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 Mid-Cap Equal Weight UCITS ETF (IUSZ.L) 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.
| IUSZ.L | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.35 | -0.41 |
| Martin ratioReturn relative to average drawdown | 6.85 | 10.19 | -3.34 |
Dividends
Dividend History
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF provided a 0.43% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM |
|---|---|
| Dividend | $0.06 |
Dividend yield | 0.43% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares MSCI USA Mid-Cap Equal Weight UCITS 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 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
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 Mid-Cap Equal Weight UCITS 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 Mid-Cap Equal Weight UCITS ETF was 41.10%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.
The current iShares MSCI USA Mid-Cap Equal Weight UCITS ETF drawdown is 1.67%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-41.10%Mar 2020 | 1mo 4d | 7mo 17d | 8mo 21dFeb 2020 - Nov 2020 | COVID crash2020 |
-25.70%Oct 2022 | 10mo 29d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 | Bear market2022 |
-21.65%Nov 2016 | 21d | 1mo 24d | 2mo 15dOct 2016 - Dec 2016 | — |
-21.38%Apr 2025 | 4mo 14d | 5mo 5d | 9mo 19dNov 2024 - Sep 2025 | 2025 selloff2025 |
-20.83%Dec 2018 | 3mo 1d | 6mo 11d | 9mo 12dSep 2018 - Jul 2019 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| IUSZ.L | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.10% | -56.78% | +15.68% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -9.10% | +0.89% |
Max Drawdown (3Y)Largest decline over 3 years | -21.38% | -18.90% | -2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -25.43% | -0.27% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.67% | -0.49% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -6.47% | -10.70% | +4.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.09% | +0.23% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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