UBS
IE00BWT3KJ20
IE00BWT3KJ20
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc
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About this ETF

The UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc seeks to track the MSCI USA Select Dynamic 50% Risk Weighted (EUR Hedged) index. The MSCI USA Select Dynamic 50% Risk Weighted (EUR Hedged) index tracks the leading stocks on the US market with the lowest risk. Securities with lower risk are given higher index weights. The aggregated risk weight of selected securities is 50% of the MSCI USA. Currency hedged to Euro (EUR).

TER
0.21%

Total Expense Ratio per year

Fund Size
€3.44M

Assets under management

Holdings
147

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
20.25
Weighted Fwd P/E
16.85
💰 Revenue Estimates
Current Year CY
+6.59% ⌀ 15 Analysts Coverage
Next Year NY
+5.13% ⌀ 15 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.05% ⌀ 17 Analysts Coverage
Next Year NY
+20.43% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
12/10/2015 (10 yrs)
Index Group
-
Index
-
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

—
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (16.8 analysts)
⚠️ Elevated Interest Rate Sensitivity: 48% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 59% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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