2024-07-16 21:29:56 ET
Summary
- Invesco RAFI Strategic US ETF offers a unique approach to stock market investing, focusing on operational metrics rather than market cap.
- IUS provides exposure to high-quality, large-size U.S. companies with a tilt towards value, particularly in sectors like energy, healthcare, and consumer staples.
- Despite underperformance due to low exposure to Nvidia, IUS has shown lower volatility and better risk-adjusted returns compared to benchmark indexes.
While we have seen stock market leadership concentrated in mega caps, funds like Invesco RAFI Strategic US ETF ( IUS ) offer a different approach, weighing stocks based on operational metrics, such as sales, cash flow, and book value, unlike market-cap weighted benchmark indexes....
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For further details see:
IUS: A Value ETF Based On A Business Size-Allocation Criteria