iShares
SPMD.L
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

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
02/21/2018 (8 yrs)
Index Group
S&P 500
Region
-
Sector
-
Theme
-
Distribution Policy
Distributing
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
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).
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