Core Insights - The iShares Core S&P U.S. Value ETF (IUSV) is a smart beta ETF launched on July 24, 2000, designed to provide broad exposure to the Style Box - All Cap Value category of the market [1] - The fund is managed by Blackrock and has accumulated over $21.64 billion in assets, making it the largest ETF in its category [5] - IUSV seeks to match the performance of the S&P 900 Value Index, which measures the performance of the large and mid-capitalization value sector of the U.S. equity market [5] Fund Characteristics - IUSV has an annual operating expense ratio of 0.04%, making it one of the least expensive ETFs in the space [6] - The fund's 12-month trailing dividend yield is 1.98% [6] - The ETF has a beta of 0.88 and a standard deviation of 14.72% over the trailing three-year period, indicating a medium risk profile [10] Sector Exposure and Holdings - The largest sector allocation for IUSV is Information Technology, comprising approximately 23.5% of the portfolio, followed by Financials and Healthcare [7] - Microsoft Corp (MSFT) is the top holding, accounting for about 6.78% of total assets, with Apple Inc (AAPL) and Amazon Com Inc (AMZN) also among the top three [8] - The top 10 holdings represent about 26.57% of total assets under management [8] Performance - As of August 22, 2025, IUSV has gained approximately 6.02% year-to-date and around 7.04% over the past year [10] - The fund has traded between $81.46 and $100.02 in the last 52 weeks [10] Alternatives - Other ETFs in the same space include iShares U.S. Equity Factor ETF (LRGF) and Fidelity High Dividend ETF (FDVV), with LRGF having $2.78 billion in assets and FDVV having $6.53 billion [12] - LRGF has an expense ratio of 0.08% and FDVV has an expense ratio of 0.16% [12]

Group 1 - The Fidelity High Dividend ETF (NYSEARCA: FDVV) shows relative strength and a healthy uptrend, making it an attractive option for investors [1] - The investment strategy focuses on long-term macro ideas through low-risk ETFs and CEFs, indicating a conservative approach to investment [2] Group 2 - The author has nearly ten years of experience trading stocks and currencies, suggesting a strong background in financial markets [2] - The article emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [4]