IE00BFF5RZ82
IE00BFF5RZ82
iShares Edge MSCI USA Momentum Factor UCITS ETF
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About this ETF
The iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) seeks to track the MSCI USA Momentum index. The MSCI USA Momentum index tracks stocks with a high price momentum from the United States. The index consists of titles that have experienced price increases over the past 6 and past 12 months with the assumption that increases will continue in the future.
TER
0.2%
Total Expense Ratio per year
Fund Size
€668.89M
Assets under management
Holdings
126
Underlying equities
Dividend Yield
0.55%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
28.33
Weighted Fwd P/E
17.65
💰 Revenue Estimates
Current Year CY
+33.99% ⌀ 25 Analysts Coverage
Next Year NY
+21.89% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+67.8% ⌀ 25 Analysts Coverage
Next Year NY
+28.92% ⌀ 27 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
02/21/2018 (8 yrs)
Index Group
MSCI USA Index
MSCI USA Momentum Region
-
Country
United States Sector
-
Strategy
Momentum Strategy Theme
-
Distribution Policy
Distributing Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
6/7 High
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
20.8% p.a.
Max Drawdown (5Y)
-32.4%
Sharpe Ratio (5Y)
0.45
Beta Factor
0.98
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 48% in "Technology".
ℹ️ Tech-Capex Exposure: 49% in semiconductors & hardware – dependent on hyperscaler capex cycles.