iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF (MVEA.DE)
ETF overview
This specific share class, which is part of a broader Fund, seeks to deliver investment returns by combining capital growth and income. Its core objective is to closely track the performance of its reference benchmark, the MSCI USA Minimum Volatility Advanced Select Index. Employing a passive management approach through its parent Fund, it primarily allocates its capital to the equity instruments (shares) that constitute this Index, striving for the closest possible replication.
Fund facts
- Expense ratio
- 0.20%
- Fund assets
- 111.53M USD (all share classes)
- Issuer
- iShares
- Inception date
- Apr 20, 2020
- Number of holdings
- 164
Breakdown
Holdings (164)
| Name | Ticker | Weight |
|---|---|---|
| MCKESSON CORP | MCK | 1.69% |
| MICROSOFT | MSFT | 1.65% |
| TRAVELERS COMPANIES | TRV | 1.57% |
| CHEVRON | CVX | 1.55% |
| AMPHENOL CORP CLASS A | APH | 1.55% |
| MASTERCARD CLASS A | MA | 1.55% |
| COCA-COLA | KO | 1.51% |
| CHUBB | CB | 1.48% |
| NVIDIA | NVDA | 1.48% |
| WELLTOWER | WELL | 1.47% |
| and 151 more | ||
Similar ETFs
- iShares MSCI USA Min Vol Factor ETFUSMV · Overlap 75% · Expense ratio 0.15%
- iShares MSCI Min Vol USA Index ETFXMU.TO · Overlap 74% · Expense ratio 0.33%
- iShares Edge MSCI World MinimumVolatility Advanced UCITS ETFMVEW.DE · Overlap 63% · Expense ratio 0.30%
- iShares Edge MSCI World Minimum Volatility UCITS ETF USDMVOL.L · Overlap 53% · Expense ratio 0.30%
- Xtrackers MSCI World Minimum Volatility UCITS ETF 1CXDEB.DE · Overlap 53% · Expense ratio 0.25%
- iShares Edge S&P 500 Minimum Volatility UCITS ETFSPMV.L · Overlap 50% · Expense ratio 0.20%
- State Street SPDR MSCI USA StrategicFactors ETFQUS · Overlap 54% · Expense ratio 0.15%
- UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE.DE · Overlap 39% · Expense ratio 0.25%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF (MVEA.DE)
- Expense ratio
- 0.20%
- Fund assets
- 111.53M USD (all share classes)
- Issuer
- iShares
- Inception date
- Apr 20, 2020
- Number of holdings
- 164
| Name | Ticker | Weight |
|---|---|---|
| MCKESSON CORP | MCK | 1.69% |
| MICROSOFT | MSFT | 1.65% |
| TRAVELERS COMPANIES | TRV | 1.57% |
| CHEVRON | CVX | 1.55% |
| AMPHENOL CORP CLASS A | APH | 1.55% |
| MASTERCARD CLASS A | MA | 1.55% |
| COCA-COLA | KO | 1.51% |
| CHUBB | CB | 1.48% |
| NVIDIA | NVDA | 1.48% |
| WELLTOWER | WELL | 1.47% |
| and 151 more | ||
This specific share class, which is part of a broader Fund, seeks to deliver investment returns by combining capital growth and income. Its core objective is to closely track the performance of its reference benchmark, the MSCI USA Minimum Volatility Advanced Select Index. Employing a passive management approach through its parent Fund, it primarily allocates its capital to the equity instruments (shares) that constitute this Index, striving for the closest possible replication.
- iShares MSCI USA Min Vol Factor ETFUSMV · Overlap 75% · Expense ratio 0.15%
- iShares MSCI Min Vol USA Index ETFXMU.TO · Overlap 74% · Expense ratio 0.33%
- iShares Edge MSCI World MinimumVolatility Advanced UCITS ETFMVEW.DE · Overlap 63% · Expense ratio 0.30%
- iShares Edge MSCI World Minimum Volatility UCITS ETF USDMVOL.L · Overlap 53% · Expense ratio 0.30%
- Xtrackers MSCI World Minimum Volatility UCITS ETF 1CXDEB.DE · Overlap 53% · Expense ratio 0.25%
- iShares Edge S&P 500 Minimum Volatility UCITS ETFSPMV.L · Overlap 50% · Expense ratio 0.20%
- State Street SPDR MSCI USA StrategicFactors ETFQUS · Overlap 54% · Expense ratio 0.15%
- UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE.DE · Overlap 39% · Expense ratio 0.25%
Overlap is the share of assets the two funds hold in common.
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