IE00BD93YH54
IE00BD93YH54
iShares Edge S&P 500 Minimum Volatility UCITS ETF
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About this ETF
The iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) seeks to track the S&P 500 Minimum Volatility index. The S&P 500 Minimum Volatility index tracks an optimized portfolio that includes a selection of stocks where volatility is among the lowest in the S&P 500. The S&P 500 index tracks large cap US stocks.
TER
0.2%
Total Expense Ratio per year
Fund Size
€1.84B
Assets under management
Holdings
128
Underlying equities
Dividend Yield
1.13%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
22.85
Weighted Fwd P/E
17.08
💰 Revenue Estimates
Current Year CY
+18.62% ⌀ 27 Analysts Coverage
Next Year NY
+11.48% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+32.79% ⌀ 27 Analysts Coverage
Next Year NY
+41.62% ⌀ 28 Analysts Coverage
Related ETFs
Invesco S&P 500 High Dividend Low Volatility UCITS ETF Dist
36.53 USD
TER 0.3% 1Y -1.3%
State Street® SPDR® S&P® 500 Low Volatility UCITS ETF (Acc)
73.83 EUR
TER 0.35% 1Y +3.1%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
02/21/2018 (8 yrs)
Index Group
S&P 500 Region
-
Country
United States Sector
-
Strategy
Minimum Variance Strategy Theme
-
Distribution Policy
Distributing Replication
Optimized sampling Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
12.5% p.a.
Max Drawdown (5Y)
-19.8%
Sharpe Ratio (5Y)
0.43
Beta Factor
0.63
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 33% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 52% in heavily regulated industries (defense, regulated utilities, healthcare policy).