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
Decade-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
Lower volatility, steadier — capital preservation and income.
2–5 Year Outlook
Hypothetical 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.
Technical Indicators
Objective price signals — moving averages, RSI, 52-week range — to interpret, not act on.
Illustrative daily prices (last ~9 months) with 50- and 200-day moving averages.
- Mixed versus its moving averages — no clear trend.
- RSI 71 — in overbought territory (momentum is strong, but it can reverse).
- At or near its 52-week high.
- MACD is above its signal line (positive momentum).
Technical indicators are objective descriptions of price behavior, not signals to act on. They are computed from illustrative sample prices and say nothing about a company's value. Not investment advice.
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
A 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.