iShares
IWFM.L
IE00BP3QZ825
iShares Edge MSCI World Momentum Factor UCITS ETF
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About this ETF

The iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) seeks to track the MSCI World Momentum index. The MSCI World Momentum index tracks stocks with a high price momentum from 23 developed countries worldwide. The index consists of titles that have experienced price increases over the past 6 and past 12 months.

TER
0.25%

Total Expense Ratio per year

Fund Size
€5.38B

Assets under management

Holdings
353

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
21.68
Weighted Fwd P/E
16.05
💰 Revenue Estimates
Current Year CY
+27.21% ⌀ 22 Analysts Coverage
Next Year NY
+15.46% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+65.08% ⌀ 21 Analysts Coverage
Next Year NY
+20.93% ⌀ 22 Analysts Coverage

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ETF Profile
Provider
iShares
 iShares
Fund Type
ETF
Type
Passive
Inception Date
10/03/2014 (12 yrs)
Index Group
MSCI World
Index
MSCI World Momentum
Region
World
Country
-
Sector
-
Strategy
Momentum Strategy
Theme
-
Distribution Policy
Accumulating
Replication
Optimized sampling
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
89/100 High (Broad Diversification)
Diversification Score
89/100 High (Broad Diversification)
5Y Volatility
17.4% p.a.
Max Drawdown (5Y)
-20.4%
Sharpe Ratio (5Y)
0.64
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 33% in "Technology".
⚠️ Elevated Commodity Sensitivity: 17% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
ℹ️ Tech-Capex Exposure: 35% in semiconductors & hardware – dependent on hyperscaler capex cycles.
⚠️ Elevated Regulatory & Policy Risk: 43% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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