(IUSV) iShares Core S&P U.S. Value - Ratings and Ratios

The iShares Core S&P U.S. Value ETF (NASDAQ: IUSV) is designed to track the performance of the S&P 1500 Value Index, targeting large-cap U.S. equities that exhibit value characteristics. The fund invests at least 80% of its assets in securities from its underlying index or in investments that mimic those securities economic traits.

As part of its strategy, IUSV may allocate up to 20% of its assets to derivatives like futures, options, and swap contracts. This flexibility allows the fund to hedge, gain exposure, or manage risk in a cost-efficient manner. It may also hold cash and cash equivalents, providing liquidity and tactical allocation options.

With an AUM of $20.21 billion, IUSV is one of the larger ETFs in the large-value category. Its expense ratio is competitive, making it a cost-effective choice for investors seeking exposure to large-cap value stocks. The fund is domiciled in the United States and is listed on the NASDAQ exchange under the ticker symbol IUSV.

Investors should note that while IUSV provides broad exposure to U.S. value equities, it does not include dividends, interest, or other income earned by the fund. This makes it a pure-play vehicle for capturing capital appreciation in the value segment of the market. The fund is suitable for long-term investors looking to diversify their portfolios with a core holding in large-cap value stocks.