IUS:NASDAQInvesco RAFI Strategic US ETF Analysis
Data as of 2026-05-25 - not real-time
$65.05
Latest Price
4/10Risk
Risk Level: Medium
Executive Summary
IUS is trading at $65.05, just below its 52‑week high of $65.20 and near the calculated resistance level of $65.20. The 20‑day SMA (63.74) sits above the 50‑day (61.09) and 200‑day (57.83) SMAs, confirming a bullish trend, while the RSI of 71.6 signals overbought conditions. Volume has been slipping (average 58k vs today 35k) and the MACD histogram is negative, suggesting short‑term momentum weakening.
Despite the short‑term pressure, the fund benefits from a low expense ratio (0.19%), zero tracking error, and a modest beta of 0.77, indicating lower market volatility. The max drawdown of only 6.5% and a 30‑day volatility of 9% further support a defensive profile. With the fear‑greed index at “Extreme Greed,” investor sentiment is strongly positive, making the ETF attractive for medium‑ to long‑term value exposure.
Despite the short‑term pressure, the fund benefits from a low expense ratio (0.19%), zero tracking error, and a modest beta of 0.77, indicating lower market volatility. The max drawdown of only 6.5% and a 30‑day volatility of 9% further support a defensive profile. With the fear‑greed index at “Extreme Greed,” investor sentiment is strongly positive, making the ETF attractive for medium‑ to long‑term value exposure.
Market Outlook
Short Term
< 1 yearNeutral
Model confidence: 6/10
Key Factors
- RSI above 70 indicating overbought
- Decreasing volume trend
- Approaching resistance level
Medium Term
1–3 yearsPositive
Model confidence: 7/10
Key Factors
- Bullish SMA crossover (20 > 50 > 200)
- Low expense ratio and zero tracking error
- Modest beta (0.77) reducing volatility
Long Term
> 3 yearsPositive
Model confidence: 8/10
Key Factors
- Consistent value tilt in large‑cap space
- Low historical drawdown (6.5%)
- Strong investor sentiment (Extreme Greed)
Key Metrics & Analysis
Fund Metrics
Expense Ratio0.19%
AUM$785.1M
Inception Date2018-09-12
Avg Daily Volume29,410
Premium/Discount0.00%
Tracking Error0.00%
Dividend Yield1.34%
Technical Analysis
TrendBullish
RSI71.6
Support$61.77
Resistance$65.20
MA 20$63.74
MA 50$61.09
MA 200$57.83
MACDBearish
VolumeDecreasing
Fear & Greed Index91.8
Risk Assessment
Beta0.77
Volatility9.06%
Currency RiskLow
Liquidity RiskMedium
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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.