USMV:ARCA-iShares Edge MSCI Min Vol USA (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 91.32

Change

0.00 (0.00)%

Market Cap

USD 12.78B

Volume

2.17M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.

Inception Date: 18/10/2011

Primary Benchmark: MSCI USA Minimum Volatility (USD) GR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-02 )

Largest Industry Peers for Large Blend

ETFs Containing USMV

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.03% 71% C- 90% A-
Dividend Return 0.85% 80% B- 26% F
Total Return 17.88% 86% B+ 91% A-
Trailing 12 Months  
Capital Gain 21.71% 71% C- 88% B+
Dividend Return 1.97% 86% B+ 36% F
Total Return 23.68% 71% C- 88% B+
Trailing 5 Years  
Capital Gain 41.85% 14% F 63% D
Dividend Return 6.87% 43% F 30% F
Total Return 48.72% 14% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 6.75% N/A N/A 69% C-
Dividend Return 8.09% N/A N/A 71% C-
Total Return 1.34% N/A N/A 49% F
Risk Return Profile  
Volatility (Standard Deviation) 10.23% N/A N/A 49% F
Risk Adjusted Return 79.06% N/A N/A 82% B
Market Capitalization 12.78B 80% B- 99% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.