ETFs - Profile

iShares MSCI USA Min Vol Factor ETF

US > Multi-Cap > Core

Rank

Universe Rank
63 52

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in mid-and large-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 large and mid-capitalization U.S. equities that, in More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $76.98
    -0.95
  • 52 Week HL
  • $78.44 - $64.49
  • Net Assets
  • $26.96 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
16.3 % YTD

  • 3 Year
  • 48.94%
  • 5 Year
  • 78.64%
  • Best
  • 25.31%
    2019
  • Worst
  • 0%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
USMV 16%3%25%1%18%11%5%0%0%11%0%
S&P 500 25%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.3% -17.4% 12.7% -1.2% 6% 5.6% 2.4% 2.1% 13.2% 6.1% -
Q2 3.3% 12.3% 4.6% 4.7% 3.1% 5.8% -1.8% 3.8% 0.1% 2.1% -
Q3 -1.3% 5.1% 3.4% 7.6% 3.3% -1.2% -1.3% 1.7% 2.4% 2.6% -
Q4 5.8% 5.5% 2% -7.6% 4.5% 0.2% 6.3% 8% 7.5% -1.8% -

Returns +
M

J F M A M J J A S O N D
2021 -1.8% -0.4% 5.5% 3.8% 0.9% 0.2% 4.7% 1.9% -5.3% 5.5% 0.2% -
2020 2.7% -8.7% -11.9% 9.4% 4.3% -1.6% 3.9% 3.4% -2.2% -3.3% - -

Annual Return

Index Comparison

Alpha

NAV