iShares MSCI USA Minimum Volatility ETF (USMV)

41.65
BATS BZX Real-Time Price
As of 3:03pm ET
 +0.14 / +0.34%
Today’s Change
35.99
Today|||52-Week Range
42.14
+2.89%
Year-to-Date

Investment Objective

The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies.

No recent news for iShares MSCI USA Minimum Volatility ETF.

Performance

1 month+1.02% 3 years+15.57%
3 months+1.19% 5 years--
1 year+17.32% Since inception+17.36%
Data through 04/28/2015

Quote Details

Previous close$41.51
Open day’s range41.29 – 41.68
Net asset value (NAV)41.51 (04/27/2015)
Daily volume806,685
Average volume (3 months)1,160,671
Data as of 3:03pm ET, 04/28/2015

Peer Comparisonvs. Large blend ETFs

 USMVCategory
Performance 5-yr return--+13.71%
Expense Gross exp ratio0.15%0.44%
Risk 5 year sharpe ratio--1.06
Net assets$4.6B$6.2B
Average market cap$42.2B$104.1B
Average P/E21.817.5
Dividend / Share--0.28%

Competitors

SCHX Schwab U.S. Large-Cap ETF
VV Vanguard Large-Cap Index Fund ETF Shares
VOO Vanguard S&P 500 Index Fund ETF Shares

Holdings

Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ABC AmerisourceBergen Corp1.82%
PAYX Paychex Inc1.50%
MCD McDonald's1.48%
WMT Wal-Mart1.45%
ADP Automatic Data Processing Inc1.45%
AZO Autozone Inc1.42%
QCOM Qualcomm1.42%
PEP Pepsi1.41%
VZ Verizon1.39%
PFE Pfizer1.38%

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