iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) ISIN IE00B6SPMN59, WKN A1J784

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

Investment strategy

The S&P 500 Minimum Volatility index tracks an optimized portfolio that includes a selection of stocks where volatility is among the lowest in the S&P 500®. The S&P 500® (total return) index tracks 500 large cap US stocks.


S&P 500 Minimum Volatility (1)

Equity (971) United States (172) Low Volatility/Risk Weighted (12)


EUR 53.66
39.65 52 weeks low/high 54.17
52 weeks low/high
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Risk and fees of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)


EUR 2,193 m
Fund size
Fund size category


Physical (Optimized sampling)
Legal structure ETF
Strategy risk Long-only
Fund currency USD

Currency risk

Currency unhedged
Volatility 1 year (in EUR) 14.90% Risk category
Inception Date 30 November 2012
Maximum drawdown
since inception (in USD)
Maximum drawdown period 6 Months


0.20% p.a.
Total expense ratio
0.04% Compare 1.90%
Compare (Equity)

Dividend/ Taxes

Distribution policy Accumulating
Distribution frequency -
Fund domicile Ireland
Tax data Bundesanzeiger

Legal structure

Fund Structure Open-ended Investment Company (OEIC)
UCITS compliance Yes
Fund Provider iShares
Administrator State Street Fund Services (Ireland) Limited
Investment Advisor
Custodian Bank State Street Custodial Services (Ireland) Limited
Revision Company Deloitte
Fiscal Year End 31 March
Swiss representative BlackRock Asset Management Schweiz AG
Swiss paying agent State Street Bank International GmbH, Munich, Zurich Branch

Tax Status

Germany Tax transparent
Switzerland ESTV Reporting
Austria Tax Reporting Fund
UK UK Reporting
EU Savings Directive -

Replication, swap, securities lending

Indextype Total return index
Swap counterparty
Collateral manager Bank of New York Mellon|Euroclear|State Street Bank|JP Morgan
Securities lending Yes
Securities lending counterparty UBS AG|Deutsche Bank AG|Goldman Sachs International|BNP Paribas Arbitrage SNC|Merrill Lynch International|Citigroup Inc|BNP Paribas SA|Societe Generale SA|JP Morgan Chase & Co|The Bank of Nova Scotia|HSBC Bank Plc|Nomura International Plc|Macquarie Bank Limited|Credit Suisse Securities (Europe) Ltd.|Barclays Bank Plc|J.P. Morgan Securities Plc|Citigroup Global Markets Ltd|Morgan Stanley & Co. International Plc|Skandinaviska Enskilda Banken AB|Barclays Capital Securities Ltd.

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


1 year: 15.27%
Performance (incl. dividend)
Return in:
YTD 2018 2017 2016 2015
28.76% -0.88% 2.60% 17.07% 16.38%
1 month 3 months 6 months 1 year 3 years
3.66% 7.21% 13.14% 15.27% 42.13%

Savings plan offers for the iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

Select your savings amount:

Broker Rating Savings plan offer Brokerage fee More information
free of charge
free of charge
More info
EUR 1.50
free of charge
More info
EUR 1.50 + ATC
free of charge
Penalty rate
More info
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Description of iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)

The iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) invests in stocks with focus Low Volatility/Risk Weighted, United States. The dividends in the fund are reinvested (accumulating). S&P 500 Minimum Volatility allows a broad investment with low fees in appr. 100 stocks.

The total expense ratio amounts to 0.20% p.a.. The fund replicates the performance of the underlying index by buying a selection of the most relevant index constituents (sampling technique). The iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) is a very large ETF with 2,193m Euro assets under management. The ETF is older than 5 years and is domiciled in Ireland.

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— All quotes are 15 minutes delayed stock exchange quotes or NAVs (=daily published by fund provider). Quotes and reference data provided by Xignite, Inc., etfinfo and justETF GmbH. Returns include dividend payments. There is no warranty for completeness, accuracy and correctness for the displayed information.

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