IUS: Confirmed As A Solid Core Equity ETF

Fred PiardInvesting Group LeaderFollow5ShareSavePlay(6min)CommentsSummaryInvesco RAFI Strategic US ETF offers a 544-stock portfolio blending fundamental size and quality factors.IUS has a more balanced sector allocation than the S&P 500, underweighting technology and financials while maintaining large-cap predominance.IUS has outperformed both the S&P 500 and peer large value ETFs since 2018, making it a compelling long-term core holding alternative to cap-weighted funds.Quantitative Risk & Value members get exclusive access to our real-world portfolio. See all our investments here » Dragon Claws/iStock via Getty Images This article updates my review published in February 2025 in light of current holdings and recent performance. IUS Strategy Invesco RAFI Strategic US ETF (IUS) was launched on 09/12/2018 and tracks the InvescoThis article was written byFred Piard16.31K FollowersFollowFred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL, META, XOM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.