IUSZ.L
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 298.8 M
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Oct 13, 2016 |
| Regulation | UCITS |
| ISIN | IE00BD1F4K20 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ECHOSTAR CORP-A | 0.6 % |
| ROCKET LAB CORP | 0.5 % |
| WESTERN DIGITAL CORP | 0.5 % |
| ENTEGRIS INC | 0.4 % |
| DOLLAR GENERAL CORP | 0.4 % |
| CARVANA CO. CLASS A | 0.4 % |
| MICROCHIP TECHNOLOGY INC | 0.4 % |
| OLD DOMINION FREIGHT LINE | 0.4 % |
| DOW, INC. | 0.4 % |
| ESTEE LAUDER COMPANIES-CL A | 0.4 % |
Constituent Breakdown
| Number of holdings | 318 |
| Herfindahl-Hirschman Index | 33 |
| Wgt avg mkt cap (mns) | $23,803 |
| Large cap (>$10bn) | 91.8% |
| Mid cap ($2-10bn) | 3.4% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 97.1% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 92.7 % |
 |
IRELAND | 1.9 % |
 |
BRITAIN | 1.0 % |
 |
BERMUDA | 0.6 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.5% | 11.1% | 11.1% | 11.4% | 7.4% | -- | -- | 10.6% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 2.5% | 11.1% | 11.1% | 11.4% | 7.4% | -- | -- | 10.6% | Ann. Volatility | 11.5% | 17.0% | 15.4% | 15.9% | 18.6% | -- | -- | 21.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.20 | 5% |
| MSCI EAFE | 0.25 | 6% |
| MSCI Emg Mkts | 0.24 | 7% |
Liquidity Measures
| Avg. volume (000) | 44 |
| ADV traded (mns) | $1 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $12.63 |
| Relative strength (RSI) | 54 |
| MACD/Signal | 0.03/0.03 |
| Bollinger Bands (Upper/Lower) | $12.87/$12.42 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IUSZ.L |
Expenses vs. IUSZ.L |
ALTAR Score™ vs. IUSZ.L |
|---|---|---|---|---|
| XDEE.DE | Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged | 46.9% | +10 bp | +0.2% |
| XEWG.L | Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged | 46.6% | +10 bp | -6.6% |
| XDED.DE | Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 46.2% | 0 bp | +0.1% |
| XDEW.DE | Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 46.2% | 0 bp | +0.1% |
| XDEC.SW | Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged | 46.2% | +10 bp | +0.2% |
| ISPE.L | iShares S&P 500 Equal Weight UCITS ETF | 46.0% | -3 bp | +0.4% |
| EWSP.L | iShares S&P 500 Equal Weight UCITS ETF | 46.0% | -5 bp | +0.1% |
| EFRW.DE | iShares S&P 500 Equal Weight UCITS ETF | 46.0% | -3 bp | +0.3% |
| EWSD.AS | iShares S&P 500 Equal Weight UCITS ETF | 46.0% | -5 bp | +0.1% |
| WELE.DE | Amundi S&P 500 Equal Weight ESG UCITS ETF Acc | 43.2% | -2 bp | +0.5% |
Risk and Returns: IUSZ.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
6.6%
ALTAR SCORE™
66th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IUSZ.L's ALTAR Score™ is approximately 0.4 standard
deviations above the category average. This places IUSZ.L in the 66th percentile
among funds in the category.
Sell-Side Consensus
$14.87
PRICE TARGET
+23.6%
UPSIDE