iShares Edge MSCI Min Vol USA ETF (USMV)
USMV is a passive ETF by iShares tracking the investment results of the MSCI USA Minimum Volatility Index. USMV launched on Oct 18, 2011 and has a 0.15% expense ratio.
ETF Info
| ISIN | US46429B6974 |
|---|---|
| CUSIP | 46429B697 |
| Issuer | iShares |
| Inception Date | Oct 18, 2011 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | MSCI USA Minimum Volatility Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
USMV has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: USMV vs. SPLV, USMV vs. SPY, USMV vs. VOO, USMV vs. VFMV, USMV vs. ACWV, USMV vs. QUAL, USMV vs. SPXT, USMV vs. SDY, USMV vs. VTI, USMV vs. VYM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Edge MSCI Min Vol USA ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Edge MSCI Min Vol USA ETF had a return of 18.90% year-to-date (YTD) and 27.57% in the last 12 months. Over the past 10 years, iShares Edge MSCI Min Vol USA ETF had an annualized return of 11.53%, which was very close to the S&P 500 benchmark's annualized return of 11.78%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.90% | 21.43% |
| 1 month | 2.13% | 5.87% |
| 6 months | 13.33% | 12.23% |
| 1 year | 27.57% | 32.90% |
| 5 years (annualized) | 9.47% | 14.34% |
| 10 years (annualized) | 11.53% | 11.78% |
Monthly Returns
The table below presents the monthly returns of USMV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.17% | 2.09% | 3.14% | -3.74% | 2.92% | 1.77% | 3.67% | 4.92% | 0.44% | 18.90% | |||
| 2023 | 1.53% | -3.50% | 3.45% | 1.48% | -3.22% | 4.45% | 1.39% | -0.64% | -2.83% | -0.87% | 6.41% | 2.77% | 10.33% |
| 2022 | -5.98% | -3.06% | 5.58% | -5.34% | 0.04% | -4.13% | 5.13% | -3.16% | -7.07% | 7.70% | 5.72% | -3.75% | -9.43% |
| 2021 | -2.73% | -0.38% | 5.61% | 3.99% | 0.88% | 1.72% | 3.55% | 1.88% | -4.99% | 5.51% | -2.05% | 6.84% | 20.85% |
| 2020 | 2.35% | -8.74% | -11.30% | 9.37% | 4.32% | -1.11% | 4.57% | 2.73% | -1.66% | -3.25% | 8.09% | 2.31% | 5.64% |
| 2019 | 5.65% | 3.83% | 2.71% | 2.18% | -1.61% | 4.98% | 1.67% | 1.59% | 0.99% | -0.23% | 1.39% | 1.77% | 27.69% |
| 2018 | 3.49% | -4.26% | -0.25% | 0.21% | 1.00% | 1.69% | 3.29% | 3.06% | 1.24% | -4.05% | 3.23% | -6.69% | 1.33% |
| 2017 | 1.26% | 4.54% | 0.12% | 1.40% | 2.00% | -0.35% | 2.02% | 0.76% | 0.52% | 1.95% | 3.08% | 0.24% | 18.91% |
| 2016 | -1.39% | 1.04% | 5.93% | -0.36% | 1.58% | 4.49% | 1.47% | -1.96% | -0.65% | -2.75% | 0.61% | 2.43% | 10.57% |
| 2015 | -0.49% | 3.65% | -0.75% | -0.58% | 1.02% | -2.23% | 4.02% | -4.53% | -0.62% | 5.99% | -0.21% | 0.51% | 5.44% |
| 2014 | -3.04% | 4.39% | 0.85% | 1.33% | 1.15% | 1.24% | -1.42% | 3.98% | -0.78% | 4.25% | 3.56% | 0.04% | 16.34% |
| 2013 | 4.99% | 2.76% | 4.96% | 2.78% | -2.34% | -0.42% | 3.68% | -3.26% | 2.54% | 4.72% | 1.32% | 1.27% | 25.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of USMV is 91, placing it in the top 9% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge MSCI Min Vol USA ETF (USMV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Edge MSCI Min Vol USA ETF granted a 1.64% dividend yield in the last twelve months. The annual payout for that period amounted to $1.50 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.42 | $1.17 | $1.02 | $1.23 | $1.23 | $1.11 | $0.93 | $1.00 | $0.84 | $0.76 | $0.77 |
Dividend yield | 1.64% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% | 1.88% | 2.18% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Edge MSCI Min Vol USA ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.41 | $0.00 | $1.07 | ||
| 2023 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.43 | $1.42 |
| 2022 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.35 | $1.17 |
| 2021 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.25 | $1.02 |
| 2020 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.30 | $1.23 |
| 2019 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.38 | $1.23 |
| 2018 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.33 | $1.11 |
| 2017 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.93 |
| 2016 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.31 | $1.00 |
| 2015 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.26 | $0.84 |
| 2014 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.22 | $0.76 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.21 | $0.77 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Edge MSCI Min Vol USA ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Edge MSCI Min Vol USA ETF was 33.10%, occurring on Mar 23, 2020. Recovery took 202 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.1% | Feb 18, 2020 | 25 | Mar 23, 2020 | 202 | Jan 8, 2021 | 227 |
| -17.93% | Dec 30, 2021 | 198 | Oct 12, 2022 | 306 | Jan 2, 2024 | 504 |
| -12.7% | Sep 24, 2018 | 64 | Dec 24, 2018 | 36 | Feb 15, 2019 | 100 |
| -9.5% | Aug 18, 2015 | 6 | Aug 25, 2015 | 87 | Dec 29, 2015 | 93 |
| -9.17% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
Volatility
Volatility Chart
The current iShares Edge MSCI Min Vol USA ETF volatility is 2.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.