USMV

iShares Edge MSCI Min Vol USA ETF

Overview

Loading

Performance

Performance

  • Returns

  1y 3y 5y 10y Incept.
8.13 11.82 13.51 - 14.58
Market Price (%) Market price return represents changes to the midpoint price and accounts for distributions from the fund. The midpoint is the average of the bid-ask prices at 4:00 PM ET (when NAV is normally determined for most funds). 8.13 11.82 13.50 - 14.58
Benchmark (%) Index: MSCI USA Minimum Volatility (USD Optimized) Index - USD Gross 8.30 12.01 13.71 - 14.77
After Tax Pre-Liq. (%) Return after taxes on distributions. Assumes fund shares have not been sold. 7.49 11.21 12.89 - 14.00
After Tax Post-Liq. (%) Return after taxes on distributions and sale of fund shares. 4.94 9.11 10.69 - 11.70
  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
9.28 -0.41 3.10 9.28 8.13 39.81 88.43 - 117.35
Market Price (%) Market price return represents changes to the midpoint price and accounts for distributions from the fund. The midpoint is the average of the bid-ask prices at 4:00 PM ET (when NAV is normally determined for most funds). 9.21 -0.43 3.08 9.21 8.13 39.81 88.36 - 117.34
Benchmark (%) Index: - 9.40 -0.39 3.15 9.40 8.30 40.53 90.11 - 119.30
After Tax Pre-Liq. (%) Return after taxes on distributions. Assumes fund shares have not been sold. 8.99 -0.55 2.95 8.99 7.49 37.54 83.35 - 111.14
After Tax Post-Liq. (%) Return after taxes on distributions and sale of fund shares. 5.42 -0.15 1.84 5.42 4.94 29.89 66.20 - 87.98

The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

Performance chart data not available for display.
View full chart

Distributions

Ex-Date Total Distribution Income
View full table

Premium/Discount

Struggling with the ups and downs of the market?
Use this interactive tool to see what adding minimum volatility strategies can do for your portfolio
Build a minimum volatility portfolio Build a minimum volatility portfolio

Key Facts

Key Facts

Net Assets as of Aug 16, 2017 $13,556,176,993
Inception Date Oct 18, 2011
Exchange BATS Exchange
Asset Class Equity
Bloomberg Index Ticker M00IMV$T
Shares Outstanding as of Aug 16, 2017 269,900,000
CUSIP 46429B697
Options Available Yes
Benchmark Index MSCI USA Minimum Volatility (USD) Index

Portfolio Characteristics

Portfolio Characteristics

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Holdings

Holdings

Ticker Name Sector Shares Market Value Weight (%) Price Exchange Notional Value
Ticker Name Asset Class Weight (%) Price Shares Market Value Notional Value Sector SEDOL ISIN Exchange
Holdings are subject to change.

Exposure Breakdowns

Exposure Breakdowns

as of Aug 16, 2017

% of Market Value

Type Fund
Allocations are subject to change.
A new approach for the core of your portfolio
Learn how iShares Edge Minimum Volatility ETFs can help strengthen portfolios
Investor Guide Investor Guide

Literature

Literature

 

How to Buy iShares ETFs

How to Buy iShares ETFs

There are many ways to access iShares ETFs. Learn how you can add them to your portfolio.