IShares Core S&P 500 ETF XUS provides well-diversified and low-turnover exposure to the U.S. large-cap market. The fund holds its U.S.-listed counterpart iShares Core S&P 500 IVV to reduce transaction costs. Its competitive expense ratio provides a durable performance edge over Morningstar Category peers, earning it a Morningstar Analyst Rating of Gold.
Will XUS 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 XUS’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the XUS 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 XUS’s parent organization’s priorities and whether they’re in line with investors’ interests.