iShares ESG Aware MSCI USA Value ETF (EVUS)
26.84
+0.19
(+0.71%)
USD |
BATS |
Apr 23, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.18% | -0.00% | 4.294M | 661.77 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.34% | 21.00% | -0.049 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the MSCI USA Value Extended ESG Focus Index. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that exhibit value characteristics as well as positive ESG characteristics. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Value |
| Category Index | Russell 1000 Value TR USD |
| Global Category Name | US Equity Large Cap Value |
| YCharts Categorization | US Large Cap Value |
| YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| MSCI USA Value Ext ESG Fcs TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 1.17 yrs |
| Jennifer Hsui | 1.17 yrs |
| Paul Whitehead | 1.17 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the MSCI USA Value Extended ESG Focus Index. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that exhibit value characteristics as well as positive ESG characteristics. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Value |
| Category Index | Russell 1000 Value TR USD |
| Global Category Name | US Equity Large Cap Value |
| YCharts Categorization | US Large Cap Value |
| YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| MSCI USA Value Ext ESG Fcs TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 1.17 yrs |
| Jennifer Hsui | 1.17 yrs |
| Paul Whitehead | 1.17 yrs |