IE00BKVL7331
IE00BKVL7331
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF
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About this ETF
The iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF seeks to track the MSCI USA Minimum Volatility Advanced Select index. The MSCI USA Minimum Volatility Advanced Select index tracks US stocks which are selected according to low volatility and ESG criteria (environmental, social and corporate governance). The parent index is the MSCI USA index.
TER
0.2%
Total Expense Ratio per year
Fund Size
€98.59M
Assets under management
Holdings
158
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
23.57
Weighted Fwd P/E
17.72
💰 Revenue Estimates
Current Year CY
+15.86% ⌀ 22 Analysts Coverage
Next Year NY
+10.56% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+23.23% ⌀ 23 Analysts Coverage
Next Year NY
+51.35% ⌀ 23 Analysts Coverage
Related ETFs
Amundi MSCI USA Minimum Volatility Factor UCITS ETF (C)
103.79 EUR
TER 0.18% 1Y +9.4%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
04/20/2020 (6 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Minimum Variance Strategy Theme
-
Distribution Policy
Accumulating Replication
Optimized sampling Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
15.5% p.a.
Max Drawdown (5Y)
-17.5%
Sharpe Ratio (5Y)
0.29
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 36% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 43% in heavily regulated industries (defense, regulated utilities, healthcare policy).