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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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6 views
IUS offers a unique value tilt via business-size weighting, resulting in diversified sector exposure and valuations in line with traditional value ETFs. While not a pure value fund, IUS balances value and a more aggressive sector exposure, outperforming peers and matching the Russell 1000's returns over five years. The fund's drawbacks include higher volatility, lower liquidity, higher expense ratio, and modest dividend yield relative to peers.
