Votre sélection est vide.
Sélectionnez des ETF pour les comparer les uns aux autres.
Ajoutez un ETF à la sélection en le sélectionnant dans le sélecteur d’ETF ou sous « Comparer » sous le profil de l’ETF.
TER
0.20% p.a.
Méthode de distribution
Accumulating
Réplication
Physical
Taille du fonds
EUR 100 M
Date de création
20 April 2020
Positions
155
Aperçu
Description
The iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF seeks to track the MSCI USA Minimum Volatility Advanced Select index. The MSCI USA Minimum Volatility Advanced Select index tracks US stocks which are selected according to low volatility and ESG criteria (environmental, social and corporate governance). The parent index is the MSCI USA index.
Chart
Basics
Data
| Index | MSCI USA Minimum Volatility Advanced Select |
| Investment focus | Equity, United States, Low Volatility/Risk Weighted |
| Fund size | EUR 100 m |
| Total expense ratio | 0.20% p.a. |
| Replication | Physical (Optimized sampling) |
| Legal structure | ETF |
| Strategy risk | Long-only |
| Sustainability | Yes |
| Fund currency | USD |
| Currency risk | Currency unhedged |
| Volatility 1 year (in EUR) | 13.83% |
| Inception/ Listing Date | 20 April 2020 |
| Distribution policy | Accumulating |
| Distribution frequency | - |
| Fund domicile | Ireland |
| Fund Provider | iShares |
| Fund Structure | Company With Variable Capital (SICAV) |
| UCITS compliance | Yes |
| Administrator | State Street Fund Services (Ireland) Limited |
| Investment Advisor | BlackRock Advisors (UK) Limited |
| 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 |
| Germany | 30% tax rebate |
| Switzerland | ESTV Reporting |
| Austria | Tax Reporting Fund |
| UK | UK Reporting |
| Indextype | Total return index |
| Swap counterparty | - |
| Collateral manager | Bank of New York Mellon|Euroclear|JP Morgan|State Street Bank |
| Securities lending | No |
| Securities lending counterparty |
Similar ETFs
This section provides you with information on other ETFs with a similar investment focus to the iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF.
Similar ETFs via investment guides
How do you like our ETF profile? Here you'll find our Questionnaire.
Holdings
Below you find information about the composition of the iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF.
Top 10 Holdings
Weight of top 10 holdings
out of 155
15.36%
| Merck & Co., Inc. | 1.66% |
| Welltower | 1.63% |
| McKesson | 1.57% |
| Cisco Systems, Inc. | 1.55% |
| The Travelers Cos., Inc. | 1.53% |
| Cencora, Inc. | 1.52% |
| Gilead Sciences, Inc. | 1.51% |
| Amphenol Corp. | 1.48% |
| IBM | 1.46% |
| Mastercard, Inc. | 1.45% |
Countries
| United States | 92.09% |
| Ireland | 2.56% |
| Switzerland | 1.31% |
| Other | 4.04% |
Sectors
| Technology | 33.41% |
| Health Care | 15.02% |
| Financials | 9.83% |
| Consumer Staples | 9.77% |
| Other | 31.97% |
As of 28/11/2025
Performance
Returns overview
| YTD | -0.70% |
| 1 month | -1.52% |
| 3 months | -1.11% |
| 6 months | -2.33% |
| 1 year | -11.87% |
| 3 years | +19.83% |
| 5 years | +48.54% |
| Since inception (MAX) | +55.34% |
| 2025 | -8.30% |
| 2024 | +20.09% |
| 2023 | +8.85% |
| 2022 | -6.55% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 13.83% |
| Volatility 3 years | 12.61% |
| Volatility 5 years | 14.52% |
| Return per risk 1 year | -0.86 |
| Return per risk 3 years | 0.49 |
| Return per risk 5 years | 0.57 |
| Maximum drawdown 1 year | -15.14% |
| Maximum drawdown 3 years | -15.96% |
| Maximum drawdown 5 years | -15.96% |
| Maximum drawdown since inception | -15.96% |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| gettex | EUR | MVEA | - - | - - | - |
| Bolsa Mexicana de Valores | MXN | - | MVEAN.MX | ||
| Euronext Amsterdam | USD | MVEA | MVEA NA INAVMVEA 5 | MVEA .AS 3Q5EINAV.DE | |
| London Stock Exchange | GBP | MVEA | MVEA LN | ISMVEA.L | |
| SIX Swiss Exchange | CHF | MVEA | MVEA SE INAVMVEA2 | MVEA.S 3Q5BINAV.DE | |
| XETRA | EUR | MVEA | MVEA GY INAVMVEA1 | MVEA.DE 3Q5AINAV.DE |
Plus d'informations
Autres ETF ayant un objectif d'investissement similaire
| Nom du fonds | Taille du fonds en M € (AuM) | Frais p.a. | Distribution | Réplication |
|---|---|---|---|---|
| iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) | 97 | 0,20% p.a. | Distribution | Échantillonnage |
Guides d'investissement intéressants pour les ETF
Latest articles
Questions fréquemment posées
Quel est le nom de MVEA ?
Le nom de MVEA est iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF.
Quel est le sigle de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF ?
Le sigle de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF est MVEA.
Quel est l’ISIN de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF ?
L’ISIN de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF est IE00BKVL7331.
Quels sont les coûts de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF ?
Le ratio des frais totaux (TER) de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF s'élève à 0.20% p.a.. Ces coûts sont prélevés en continu sur les actifs du fonds et sont déjà inclus dans la performance de l'ETF. Vous n'avez pas à les payer séparément. Veuillez consulter notre article pour plus d'informations sur le coût des ETF.
Le iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF verse-t-il des dividendes ?
Le iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF est un ETF à accumulation. Cela signifie que les dividendes ne sont pas distribués aux investisseurs. Au lieu de cela, les dividendes sont réinvestis dans le fonds à la date ex-date, ce qui entraîne une augmentation du prix de l'action de l’ETF.
Quelle est la taille du fonds de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF ?
La taille du fonds de iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF est de 100 millions d'euros.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.