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USMViShares MSCI USA Min Vol Factor ETF

Grow my money14y track recordRanked #90 of 2,993 in this goal

Tracks the investment results of the MSCI USA Minimum Volatility (USD) Index.

By iShares · Launched 2011

Annual Cost

0.15%

#612 of 5,853 · low cost

Fund Size

$23.0B

#136 of 5,853 · large

Return (1Y)Goal

+6.5%

Track Record

14 years

#916 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,406+4.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Low volatility

Index tracked

MSCI USA Minimum Volatility (USD) Index

What it actually holds

By weight

Concentration

Top 10 holdings = 15.6% of fund✓ well diversified

CISCO SYSTEMS, INC.
1.8%
NVIDIA CORPORATION
1.6%
EXXON MOBIL CORPORATION
1.6%
MICROSOFT CORPORATION
1.6%
DUKE ENERGY CORPORATION
1.5%
THE SOUTHERN COMPANY
1.5%
AMPHENOL CORPORATION
1.5%
Chubb Limited
1.5%
VERIZON COMMUNICATIONS INC.
1.5%
WASTE MANAGEMENT, INC.
1.5%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
33.0%
Healthcare
13.4%
Financial Services
11.8%
Consumer Defensive
9.3%
Utilities
7.2%
Industrials
6.4%
Consumer Cyclical
5.8%
Communication
5.7%
Other
7.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
8.6%Low

Year-on-year price swings

Max drawdown
-33.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.69Decent risk-adjusted returns
Sortino (3Y)
0.97Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the MSCI USA Minimum Volatility (USD) Index.
Strategy
Invests primarily in large- and mid-cap U.S. equities with lower volatility characteristics relative to the broader U.S. equity market. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low.
Inception date
October 18, 2011
Fund family
iShares

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Data updated on 2026-08-02