IShares Core S&P U.S. Value ETF offers broad, low-cost exposure to the cheaper half of the U.S. market. Its well-diversified portfolio embodies the market’s collective expertise and should post strong performance over the long-term, but its competitive category warrants a downgrade to a Morningstar Analyst Rating of Silver from Gold.
Will IUSV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IUSV’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IUSV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IUSV’s parent organization’s priorities and whether they’re in line with investors’ interests.