iShares MSCI USA Min Vol Factor ETF (USMV): Large ETF focusing on stable, less volatile stocks.

From Nasdaq: 2025-03-06 06:20:07

Launched in 2011, iShares MSCI USA Min Vol Factor ETF (USMV) by Blackrock is one of the largest ETFs with over $23.69 billion in assets. It provides exposure to the Large Cap Blend segment of the US equity market, focusing on stable, less volatile large cap companies with a mix of growth and value stocks.

With an expense ratio of 0.15% and a 1.59% dividend yield, USMV has a heavy allocation to the Information Technology sector at 25.30%. Top holdings include Walmart Inc, International Business Machines Co, and Cisco Systems Inc, with the top 10 holdings accounting for 15.36% of total assets.

USMV seeks to match the performance of the MSCI USA Minimum Volatility Index, with a 5.52% YTD return and a 16.97% one-year return as of 03/06/2025. It has a beta of 0.76, a standard deviation of 12.63%, and about 187 holdings for effective diversification.

Rated a Zacks ETF Rank of 2 (Buy), USMV is a great choice for investors seeking exposure to Large Cap Blend. Alternatives like Vanguard S&P 500 ETF (VOO) and SPDR S&P 500 ETF (SPY) track similar indexes but with different assets and expense ratios. Passively managed ETFs like USMV are popular for their low cost, transparency, and tax efficiency, making them ideal for long-term investors.



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