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iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
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Upturn Advisory Summary
04/01/2025: ESMV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.87% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1533 | Beta 0.75 | 52 Weeks Range 24.97 - 29.70 | Updated Date 04/5/2025 |
52 Weeks Range 24.97 - 29.70 | Updated Date 04/5/2025 |
Upturn AI SWOT
iShares ESG MSCI USA Min Vol Factor ETF
ETF Overview
Overview
The iShares ESG MSCI USA Min Vol Factor ETF (USMV) seeks to track the investment results of an index composed of U.S. equities that have lower volatility characteristics than the broader U.S. equity market, while also considering ESG (environmental, social, and governance) factors. It aims to provide exposure to stocks with potentially less downside risk.
Reputation and Reliability
iShares is a well-established and reputable ETF provider managed by BlackRock, a global leader in investment management.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs and applying factor-based investment strategies.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities that have lower volatility characteristics than the broader U.S. equity market, incorporating ESG considerations.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI USA Minimum Volatility (USD) Index, focusing on minimizing portfolio volatility while considering ESG scores.
Composition The ETF primarily holds U.S. large- and mid-cap stocks selected based on their low volatility characteristics and ESG ratings.
Market Position
Market Share: The iShares ESG MSCI USA Min Vol Factor ETF holds a moderate market share within the low volatility ESG ETF category.
Total Net Assets (AUM): 4440000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- Xtrackers Low Beta High Yield Bond ETF (HYDW)
Competitive Landscape
The low volatility ETF market is competitive, with SPLV holding a significantly larger market share. USMV differentiates itself through its ESG integration. SPLV's advantage is its greater AUM, leading to potentially higher liquidity, while USMV appeals to investors prioritizing ESG factors. HYDW focuses on a low beta high yield bond approach, catering to a distinct segment.
Financial Performance
Historical Performance: Past performance does not guarantee future results. [Provide numerical data, e.g., 1-year: [10.5], 3-year: [8.2], 5-year: [7.5]]
Benchmark Comparison: The ETF's performance should be compared to the MSCI USA Minimum Volatility (USD) Index to assess tracking effectiveness. [Data Needed]
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The ETF generally exhibits moderate liquidity with an average daily trading volume that supports most investors' needs.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic uncertainty, interest rate changes, and shifts in investor risk sentiment influence the ETF's performance. The demand for ESG-focused investments also plays a role.
Growth Trajectory
Growth is dependent on the continued demand for low volatility and ESG investment strategies. Changes to the underlying index and its methodology can also impact the ETF's trajectory.
Moat and Competitive Advantages
Competitive Edge
USMV's competitive edge lies in its combination of low volatility and ESG considerations, catering to a growing segment of investors seeking responsible investments. The ETF benefits from BlackRock's established brand and expertise in factor-based investing. Its focus on U.S. equities provides a well-diversified exposure to the domestic market while minimizing downside risk relative to broader market indices. The ETF may appeal to environmentally and socially conscious investors seeking to reduce their portfolio's volatility.
Risk Analysis
Volatility
Historical volatility is expected to be lower than the broader U.S. equity market. [Provide numerical data, e.g., Beta: [0.75], Standard Deviation: [12.0]]
Market Risk
The ETF is subject to market risk, particularly related to U.S. equities. Specific risks associated with its underlying holdings and the performance of the low volatility factor should be considered.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking lower volatility exposure to the U.S. equity market while prioritizing ESG factors. This includes risk-averse investors, those approaching retirement, and individuals with ESG mandates.
Market Risk
The ETF is suitable for long-term investors seeking a core allocation with lower risk, and for those implementing a factor-based investment strategy.
Summary
The iShares ESG MSCI USA Min Vol Factor ETF (USMV) offers a blend of low volatility and ESG integration, making it appealing to risk-averse and socially conscious investors. It aims to track an index of U.S. equities with lower volatility, while adhering to ESG principles. BlackRock's management expertise and the ETF's relatively low expense ratio contribute to its attractiveness. While it faces competition from other low volatility ETFs, USMV distinguishes itself through its ESG focus, catering to a niche but growing market segment.
Similar Companies
SPLV
Invesco S&P 500® Low Volatility ETF
SPLV
Invesco S&P 500® Low Volatility ETF
Sources and Disclaimers
Data Sources:
- iShares Website
- Morningstar
- ETFdb.com
- BlackRock
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares ESG MSCI USA Min Vol Factor ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is designed to measure the performance of large- and mid-capitalization U.S. equity securities that reflect the performance of a minimum volatility strategy and, relative to the MSCI USA Index, have higher favorable ESG characteristics and lower carbon exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.
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