iShares MSCI USA Min Vol Factor ETF

USMV

Market cap $23.5B

Overview Fund Activity

94.14 USD

-0.77

0.81%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

94.10

-0.04

0.04%

1 day

-0.81%

5 days

0.21%

1 month

1.41%

3 months

0.35%

6 months

3.29%

Year to date

6.18%

1 year

3.71%

5 years

45.95%

10 years

137.13%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

0% less funds holding

Funds holding: 1,287 [Q1] → 1,286 (-1) [Q2]

5% less capital invested

Capital invested by funds: $17.8B [Q1] → $17B (-$808M) [Q2]

2.86% less ownership

Funds ownership: 73.99% [Q1] → 71.13% (-2.86%) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 515

21% less funds holding in top 10

Funds holding in top 10: 101 [Q1] → 80 (-21) [Q2]

60% less call options, than puts

Call options by funds: $2.99M | Put options by funds: $7.48M

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the iShares MSCI USA Min Vol Factor ETF (USMV), a passively managed exchange traded fund launched on October 18, 2011.

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

ACWV Vs. USMV: Should You Get Global Diversification Via Minimum Volatility ETFs?

Both ACWV and USMV are rated Buy, but I prefer ACWV for its global diversification and defensive qualities in volatile markets. ACWV offers higher dividend yield, lower valuation metrics, and meaningful emerging market exposure, enhancing risk-adjusted returns in uncertain environments. USMV has outperformed due to its tech-heavy U.S. focus, but is more aggressive and less diversified, making it riskier if market conditions worsen.

ACWV Vs. USMV: Should You Get Global Diversification Via Minimum Volatility ETFs?

USMV: Low Volatility Does Not Mean Low Risk

USMV does achieve lower volatility, or variance, or however you measure variation in the ETF's price, but returns lag possibly disproportionately behind broader market ETFs like IVV over five years. Volatility isn't the same as risk, since a strong positive performance gets recognised as volatility when risk is a negative outcome. But even conceptually, there are plenty of reasons to disagree that risk and volatility are equivalent or even meaningfully associated.

USMV: Low Volatility Does Not Mean Low Risk

Weathering the Storm: Case for Low Volatility ETFs

Market turbulence has become a hallmark of today's investing landscape. Against the shifting sands of monetary policy and elevated macro uncertainty, investors are increasingly seeking strategies that offer stability without sacrificing long-term returns.

Weathering the Storm: Case for Low Volatility ETFs

Zacks Investment Research

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the iShares MSCI USA Min Vol Factor ETF (USMV), a passively managed exchange traded fund launched on 10/18/2011.

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

Zacks Investment Research

ETF Strategies to Follow in 2H 2025

Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H.

ETF Strategies to Follow in 2H 2025

3 ETFs for a Recession

Diversify your ETF portfolio for a smoother ride.

3 ETFs for a Recession

ChatGPT picks 2 defensive ETFs to buy in June 2025

With economic uncertainty still clouding the markets, investors are likely looking into defensive strategies to protect their portfolios.

ChatGPT picks 2 defensive ETFs to buy in June 2025

USMV: Still A Solid And Well-Diversified Low-Volatility ETF

USMV is a well-diversified, low-volatility ETF with a 0.15% expense ratio and $24.43 billion in assets under management. USMV is unique for its 5% active sector risk constraint, ensuring high-growth sectors like Technology and Consumer Discretionary don't get ignored. This allows for solid participation in bull markets. USMV has proven reliable in market downturns since its launch in October 2011, though not as good as SPLV, a single-factor fund with relatively poor quality features and inferior returns.

USMV: Still A Solid And Well-Diversified Low-Volatility ETF

Zacks Investment Research

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

The iShares MSCI USA Min Vol Factor ETF (USMV) was launched on 10/18/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.

Should iShares MSCI USA Min Vol Factor ETF (USMV) Be on Your Investing Radar?

See News Rankings

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