USMV
iShares Edge MSCI Min Vol U.S.A. ETFUSMV Fund Description
The iShares Edge MSCI Min Vol USA ETF tracks an index of US-listed firms selected and weighted to create a low-volatility portfolio subject to various constraints.
USMV Factset Analytics Insight
USMV offers a minimum-volatility portfolio of US stocks at low total cost. The fund's index uses an optimization algorithm to build a "minimum variance" portfolio—one that considers correlation between stocks—rather than simply holding a basket of low-vol stocks like archrival SPLV. While USMV applies sector constraints in its optimizer, sector bets can be substantial, if unsurprising: The fund typically overweights defensive, dividend-paying sectors relative to our cap-weighted benchmark. USMV’s optimizer also aims to keep other risk factors marketlike as it dials back on volatility. The ETF takes substantially less risk than the market portfolio as shown by low beta. USMV charges a low fee, tracks its index well, and trades briskly.
USMV MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of September 17, 2018 the iShares Edge MSCI Min Vol U.S.A. ETF MSCI ESG Fund Quality Score is 5.29 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. USMV ranks in the 50th percentile within its peer group and in the 42nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
USMV CHARTS AND PERFORMANCE
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USMV Top 10 Countries
USMV Top 10 Sectors
USMV Top 10 Holdings [View All]
USMV Summary Data
USMV Portfolio Data
USMV Portfolio Management
USMV Tax Exposures
USMV Fund Structure
USMV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of USMV. USMV is rated a 5 out of 5.
USMV Tradability
USMV Sector/Industry Breakdown
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USMV TOP 10 HOLDINGS[View All]
USMV Countries
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USMV Regions
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USMV Economic Development
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USMV Performance Statistics
USMV MSCI ESG Ratings
USMV BENCHMARK COMPARISON SUMMARY
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USMV BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.