IUSV
US ValueiShares Core S&P U.S. Value ETF
iShares · Tracks S&P 900 Value Index · Inception Jul 24, 2000
Composite score
Based on a 0.040% expense ratio.
Based on $26.46B in net assets.
Top-10 holdings represent 22.0% of net assets.
US Value base · ETF wrapper · 1.67% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use IUSV in our tools
Tool · Cost
Compare IUSV's fee against another fund
Compounds the 0.040% expense ratio against a peer over decades.
Tool · Overlap
Compare IUSV's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Value funds.
Tool · TLH
Find a tax-loss harvesting partner for IUSV
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Apple Inc. | 6.52% |
| 2 | Amazon.com, Inc. | 3.34% |
| 3 | Exxon Mobil Corp. | 2.48% |
| 4 | Walmart Inc | 1.91% |
| 5 | Costco Wholesale Corporation | 1.55% |
| 6 | Tesla Inc | 1.39% |
| 7 | CHEVRON CORP | 1.36% |
| 8 | The Procter & Gamble Co. | 1.17% |
| 9 | Home Depot Inc. | 1.15% |
| 10 | Bank of America Corp. | 1.13% |
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