USMV
etf51ConservativeiShares MSCI USA Min Vol Factor ETF
US Low Volatility
Snapshot
US large/mid-caps screened and weighted to minimize volatility. Aims for equity-like growth with smaller swings — a steadier core for cautious investors.
Long-Term Total Return
iDecade-scale view, dividends reinvested, vs. the S&P 500.
Growth of $10,000 invested at the start of the period, total return (price + reinvested dividends). Illustrative.
Risk Profile
iLower volatility, steadier — capital preservation and income.
2–5 Year Outlook
iHypothetical bear / base / bull scenarios — not a prediction.
Hypothetical 5-year scenarios for $10,000 invested today.
| Scenario | Annualized | Total return | $10,000 → |
|---|---|---|---|
| Bull 14%/yr total return | +14.0%/yr | +93% | $19,254 |
| Base 10%/yr total return (≈ long-run trend) | +10.0%/yr | +61% | $16,105 |
| Bear 5%/yr total return | +5.0%/yr | +28% | $12,763 |
Projected from the fund's long-run total-return trend, widened by its volatility.
Fund Facts
- Expense ratio
- 0.15%Lower compounds to more wealth over decades
- 30-day yield
- 1.8%
- Holdings
- 170
- Turnover
- 22%Proxy for tax efficiency
- Tracking error
- 0.30%
- Structure
- Passive indexFund age 13y
Sector Exposure
- Information Tech22%
- Health Care15%
- Financials13%
- Consumer Staples12%
- Industrials11%
- Other27%
Geographic Exposure
- United States100%
Moat Analysis
iA rules-based low-volatility tilt that historically delivers most of the market's return with meaningfully smaller drawdowns — useful ballast for risk-averse equity exposure.
Risk Factors
What could impair the long-term thesis.
- Can lag sharply in fast-rising markets
- Factor can underperform for stretches
- Rate-sensitive sector tilts
Hypothetical Growth
What a past investment would be worth today.
Hypothetical growth calculator
See what an investment made years ago would be worth today, vs. the S&P 500 — a Premium tool.
$9/mo or $84/yr · cancel anytime
Forward Scenario Modeler
Project a starting investment across multi-decade horizons.
Forward scenario modeler
Model conservative, base, and optimistic returns across 10–40 year horizons with Premium.
$9/mo or $84/yr · cancel anytime
Data as of 2025-12-31. Illustrative sample data for research & education — not live market data, and not a recommendation to buy or sell USMV.