iShares
IFSU.L
IE00BZ0PKS76
iShares STOXX USA Equity Multifactor UCITS ETF
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About this ETF

The iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) seeks to track the STOXX US Equity Factor Screened index. The STOXX US Equity Factor Screened index tracks stocks on the US market. The title selection and weighting is based on 4 style factors: Value, Momentum, Quality and Small Size.

TER
0.2%

Total Expense Ratio per year

Fund Size
€108.02M

Assets under management

Holdings
271

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
21.86
Weighted Fwd P/E
15.3
💰 Revenue Estimates
Current Year CY
+25.93% ⌀ 30 Analysts Coverage
Next Year NY
+17.34% ⌀ 30 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+43.88% ⌀ 27 Analysts Coverage
Next Year NY
+37.39% ⌀ 28 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
09/04/2015 (11 yrs)
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.4% p.a.
Max Drawdown (5Y)
-22.9%
Sharpe Ratio (5Y)
0.62
Beta Factor
0.94
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 40% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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