Post #5546 by mapg on the Mechanical Investing board

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Investment Strategies / Mechanical Investing

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No. of Recommendations: 11

Kinda interesting how the different index styles have performed lately. Unexpected?

Name                           iShares MSCI USA  iShares MSCI USA  iShares MSCI USA
                                Equal Weighted   Momentum Factor     Value Factor
Issue type                           ETF               ETF               ETF
Symbol                               EUSA              MTUM              VLUE
Style Objective                  Mid-Cap Blend     Large Blend       Large Value
 
Market price                       $112.99           $324.21           $202.26
                                  Jun-2-2026        Jun-2-2026        Jun-2-2026
 
Asset class                      U.S. Equity       U.S. Equity       U.S. Equity
 
Volume                               4.5K             318.6K            158.6K
 
Market total return (YTD)            5.62%            13.55%            22.71%
                                 Apr-30-2026       Apr-30-2026       Apr-30-2026
Market total return (1 year)        20.36%            36.56%            66.59%
                                 Apr-30-2026       Apr-30-2026       Apr-30-2026
Market total return (3 years)       14.94%            27.04%            25.32%
                                 Apr-30-2026       Apr-30-2026       Apr-30-2026
 
Net expense ratio                    0.09%             0.15%             0.15%
                                 Dec-30-2025       Nov-28-2025       Nov-28-2025
 
Tracking error                       6.67              10.36             9.96
 
Concentration risk                   3.24              40.42             43.52

GD_

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