Indexing Redefined, Part III: Implementation & The Total ETF Experience

In Part II of this Indexing Redefined four-part series, the article examined how fundamental indexing can be applicable to style boxes. In particular, anchoring core, value, and growth allocations to observable economic scale as opposed to simply using price momentum.

ETF Trends • Sep 14, 2026

IUS: Built To Outperform A Vulnerable S&P 500

Invesco RAFI Strategic US ETF targets large-cap US stocks using a quality screen and fundamental weighting. IUS reduces mega-cap bias by weighting companies by business size metrics rather than market capitalization. I view current market concentration as a fragility, making IUS's construction well-suited for anticipated conditions.

Seeking Alpha • Jul 23, 2026

IUS: Confirmed As A Solid Core Equity ETF

Invesco RAFI Strategic US ETF offers a 544-stock portfolio blending fundamental size and quality factors. IUS has a more balanced sector allocation than the S&P 500, underweighting technology and financials while maintaining large-cap predominance. IUS has outperformed both the S&P 500 and peer large value ETFs since 2018, making it a compelling long-term core holding alternative to cap-weighted funds.

Seeking Alpha • Feb 20, 2026

IUS: Healthy Returns, Risk Metrics, Secure Its Place On ETF Investors' Short List

Invesco RAFI™ Strategic US ETF is a passively managed vehicle tracking the Invesco Strategic US Index. Heavy in IT, IUS has strong value and quality characteristics, though its growth and momentum exposures are smaller than IVV's, which is a significant disadvantage. Even though IUS significantly outperformed IVV and IWB in 2022, it has lagged them since its inception in 2018.

Seeking Alpha • Oct 31, 2025

Think the S&P 500 is too expensive? Check out these ETFs instead.

Some investors are worried that the stock market is set up for a tech-driven decline.

Market Watch • Aug 27, 2025

IUS: Low-Valuation ETF Outperforming Peers

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.

Seeking Alpha • Jun 11, 2025

IUS: A Value-Focused Approach With Lower Risk

Invesco RAFI Strategic US ETF has a higher expense ratio and lower exposure to growth and technology stocks compared to broader market indices. IUS's portfolio construction methodology focuses on business size and quality metrics, resulting in slightly lower concentration risk than the S&P 500 and Russell 1000. IUS has delivered slightly lower returns than the S&P 500 and Russell 1000 due to its strong tilt towards value stocks and lower technology sector exposure.

Seeking Alpha • Feb 25, 2025

IUS: Confirming Excellence In The Large Value Category

Invesco RAFI™ Strategic US ETF holds over 500 stocks selected and weighted based on a fundamental size score and a quality score. The IUS ETF is more diversified in sectors and holdings than the S&P 500 index, and has solid value characteristics. IUS has outperformed popular large cap value ETFs in return and dividend growth over the last six years.

Seeking Alpha • Feb 21, 2025

IUS: A Value ETF Based On A Business Size-Allocation Criteria

Invesco RAFI Strategic US ETF offers a unique approach to stock market investing, focusing on operational metrics rather than market cap. IUS provides exposure to high-quality, large-size U.S. companies with a tilt towards value, particularly in sectors like energy, healthcare, and consumer staples. Despite underperformance due to low exposure to Nvidia, IUS has shown lower volatility and better risk-adjusted returns compared to benchmark indexes.

Seeking Alpha • Jul 17, 2024

IUS: A Superior Large-Cap Value ETF

Invesco RAFI™ Strategic US ETF combines a fundamental score of company size and a quality score. The IUS ETF is better balanced than the S&P 500 index and has much cheaper valuation ratios without sacrificing earnings growth. IUS beats the benchmark and a number of large-cap value funds since its inception and has a compelling dividend growth rate.

Seeking Alpha • Apr 11, 2024