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iShares MSCI USA Min Vol Factor ETFiShares MSCI USA Min Vol Factor ETFiShares MSCI USA Min Vol Factor ETF

iShares MSCI USA Min Vol Factor ETF

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Overview
Analysis Holdings News Discussions Technicals Seasonals Options

USMV chart


Full chart

Key stats


Assets under management (AUM)
‪23.17 B‬ USD
Fund flows (1Y)
‪−2.92 B‬ USD
Dividend yield (indicated)
1.61%
Discount/Premium to NAV
0.02%
Shares outstanding
‪258.00 M‬
Expense ratio
0.15%

About iShares MSCI USA Min Vol Factor ETF


Issuer
BlackRock, Inc.
Brand
iShares
Home page
ishares.com
Inception date
Oct 18, 2011
Structure
Open-Ended Fund
Index tracked
MSCI USA Minimum Volatility (USD)
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
USMV offers a minimum-volatility portfolio of US stocks. 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. While USMV applies sector constraints in its optimizer, sector bets can be substantial, if unsurprising. The fund typically overweights defensive, dividend-paying sectors. 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.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Low volatility
Geography
U.S.
Weighting scheme
Multi-factor
Selection criteria
Multi-factor

USMV analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Health Technology
Stock breakdown by region
0.5%95%4%

USMV news



Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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