ETFs - Profile

iShares MSCI USA Small-Cap Min Vol Factor ETF

US > Small-Cap > Core

Rank

Universe Rank
29 28

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or indexing approach.

Next, the research team invests significantly in the component securities of the Underlying Index.

The Underlying Index is composed of small-capitalization U.S. equities that, in the aggregate, have More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $37.56
    -0.02
  • 52 Week HL
  • $39.03 - $28.91
  • Net Assets
  • $841.61 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
10.8 % YTD

  • 3 Year
  • 29.67%
  • 5 Year
  • 58.5%
  • Best
  • 22.53%
    2019
  • Worst
  • -4.52%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
SMMV 11%-5%23%1%14%0%0%0%0%0%0%
S&P 500 21%16%29%-6%19%10%-1%11%0%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 11.5% -27.1% 11.3% -1.4% 3.7% - - - - - -
Q2 0.7% 12.1% 3.2% 10.1% 3% -100% - - - - -
Q3 -0.2% 0.8% 2.5% 5.1% 3.3% 0.7% - - - - -
Q4 - 16% 3.4% -9.8% 3.1% 6.7% - - - - -

Returns +
M

J F M A M J J A S O N D
2021 2% 4.3% 4.8% 1.2% -1% 0.2% 0.3% 1.7% -2.8% - - -
2020 -0.5% -8.6% -20% 8.8% 3.8% -0.8% 2.5% 3.3% -4.8% 0.8% 9.3% 5.3%

Annual Return

Index Comparison

Alpha

NAV