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IUS:NASDAQInvesco RAFI Strategic US ETF Analysis

Data as of 2026-04-11 - not real-time

$59.75

Latest Price

5/10Risk

Risk Level: Medium

Executive Summary

Price momentum is currently positive, with the ETF trading above both its short‑term and medium‑term moving averages and a bullish MACD histogram confirming upward pressure. Relative strength sits in the upper‑mid range, indicating continued buying interest, while volume is on an upward trend, supporting the price action. The fund benefits from a low beta, suggesting less volatility than the broader market, and a modest 30‑day volatility level that aligns with its large‑value mandate.
The expense ratio is notably low, and the dividend yield hovers around one and a half percent, reinforced by a recent quarterly distribution announcement. Market sentiment is at an extreme‑greed phase, and the ETF’s max drawdown has been limited, indicating resilience. Together, these factors point to a stable, moderately bullish outlook with limited downside risk.

Market Outlook

Short Term

< 1 year
Neutral
Model confidence: 6/10

Key Factors

  • Price near short‑term resistance but supported by bullish MACD
  • Increasing volume confirming momentum
  • Market sentiment at extreme greed suggesting caution

Medium Term

1–3 years
Positive
Model confidence: 8/10

Key Factors

  • Low expense ratio enhances net returns
  • Consistent dividend distribution and attractive yield
  • Solid multi‑year performance with modest volatility

Long Term

> 3 years
Positive
Model confidence: 9/10

Key Factors

  • Stable tracking with zero tracking error
  • Low beta indicating defensive characteristics
  • Limited historical drawdown and strong value orientation

Key Metrics & Analysis

Fund Metrics

Expense Ratio0.19%
AUM$693.6M
Inception Date2018-09-12
Avg Daily Volume76,720
Premium/Discount0.00%
Tracking Error0.00%
Dividend Yield1.46%

Technical Analysis

TrendNeutral
RSI59.5
Support$56.54
Resistance$60.17
MA 20$58.33
MA 50$59.29
MA 200$56.18
MACDBullish
VolumeIncreasing
Fear & Greed Index87.09

Risk Assessment

Beta0.78
Volatility13.64%
Currency RiskLow
Liquidity RiskLow

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.