iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)

US Equities

This ETF endeavours to track the performance of selected large US companies that have lower volatility characteristics than other shares in the S&P 500 index. It provides physical, optimised exposure to 116 such companies, with the top 10 accounting for 20% of assets. Dividend income is capitalised and ongoing charges are 0.2%.

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iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)
BlackRock Asset Management Ireland - ETF
Exchange traded product
US Large-Cap Blend Equity
0.2 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
S&P 500 Minimum Volatility NR USD
The fund is an exchange traded fund (ETF) that aims to achieve a return on your investment, through a combination of capital growth and income on the Fund¡¯s assets, which reflects the return of the S&P 500 Minimum Volatility Index, the Fund¡¯s benchmark index. The Fund invests in equity securities (e.g. shares) that, so far as possible and practicable, make up the benchmark index. The benchmark index aims to reflect the performance characteristics of a subset of securities within the S&P 500 Index (¡°Parent Index¡±) with the lowest absolute volatility of returns, subject to risk diversification. The constituents of the benchmark index are selected using a minimum volatility strategy which selects securities from the Parent Index based on estimates of the risk profile and expected volatility of each constituent and the correlation between all constituents in the Parent Index.
Holding %
Adobe Inc 3.04 % Inc 2.98 %
Microsoft Corp 2.73 %
Accenture PLC Class A 2.52 %
UnitedHealth Group Inc 2.41 %
Newmont Corp 2.39 %
CVS Health Corp 2.37 %
McDonald's Corp 2.34 %
AT&T Inc 2.26 %
Berkshire Hathaway Inc Class B 2.21 %
Region %
United States 97.84 %
Sector %
Technology 21.03 %
Consumer Cyclical 14.73 %
Healthcare 13.60 %
Consumer Defensive 12.22 %
Financial Services 9.69 %
Utilities 7.62 %
Industrials 5.62 %
Real Estate 5.47 %
BlackRock Asset Management Ireland - ETF
Dublin, Ireland
Legal Structure
Open Ended Investment Company

Data provided by Morningstar.

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You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.