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Upturn AI SWOT - About
iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
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Upturn Advisory Summary
10/24/2025: ESMV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.51% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 25.85 - 29.60 | Updated Date 06/29/2025 |
52 Weeks Range 25.85 - 29.60 | Updated Date 06/29/2025 |
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 market, while also meeting certain environmental, social and governance (ESG) criteria. It aims to provide exposure to large- and mid-cap companies with potentially less volatility, incorporating ESG considerations.
Reputation and Reliability
iShares is a well-established and reputable ETF provider with a long track record of managing a wide range of ETFs.
Management Expertise
BlackRock, the parent company of iShares, has extensive expertise in investment management and passive investing 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 market, while also meeting certain environmental, social and governance (ESG) criteria.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI USA Minimum Volatility (USD) Index, adjusted for ESG characteristics.
Composition The ETF holds a portfolio of U.S. stocks selected based on low volatility characteristics and ESG factors, focusing on large and mid-cap companies.
Market Position
Market Share: USMV has a significant market share among low volatility and ESG-focused ETFs.
Total Net Assets (AUM): 4940000000
Competitors
Key Competitors
- Invesco S&P 500 Low Volatility ETF (SPLV)
- Invesco Russell 1000 Dynamic Multifactor ETF (OMFL)
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
Competitive Landscape
The ETF market for low volatility and ESG-focused strategies is competitive. USMV benefits from the established iShares brand and its focus on ESG factors. Competitors offer similar strategies with different index methodologies, leading to variations in portfolio composition and performance. USMV's advantage lies in combining low volatility with ESG screening, while disadvantages might be its expense ratio compared to non-ESG low volatility ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from financial data sources to provide numbers.
Benchmark Comparison: Benchmark comparison data needs to be acquired from financial data sources to provide numbers.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
USMV demonstrates good liquidity based on its average trading volume, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for USMV is generally tight, reflecting its good liquidity and minimizing transaction costs.
Market Dynamics
Market Environment Factors
USMV is influenced by factors such as interest rate changes, economic growth, market volatility, and investor sentiment towards ESG investing. Increased demand for lower volatility and ESG investments can positively impact USMV.
Growth Trajectory
USMV's growth trajectory is dependent on the increasing adoption of ESG investing and the demand for lower volatility strategies. Changes to the underlying index methodology or ESG screening criteria could also impact its growth.
Moat and Competitive Advantages
Competitive Edge
USMV's competitive edge stems from its combination of low volatility and ESG screening, appealing to investors seeking both risk mitigation and socially responsible investments. The iShares brand and BlackRock's expertise provide credibility. Its diversified portfolio and focus on large and mid-cap companies offer stability. The fund's established track record and liquidity are also advantages.
Risk Analysis
Volatility
USMV is designed to exhibit lower volatility than the broader market, but it is still subject to market fluctuations. Historical volatility can be assessed using standard deviation or beta.
Market Risk
The ETF is exposed to market risk, including potential declines in the value of its underlying holdings due to economic downturns, industry-specific issues, or geopolitical events. ESG screening can also introduce concentration risk if certain sectors or companies are excluded.
Investor Profile
Ideal Investor Profile
USMV is suitable for investors seeking a core U.S. equity allocation with lower volatility and ESG considerations. It appeals to risk-averse investors and those who prioritize socially responsible investing.
Market Risk
USMV is suitable for long-term investors and passive index followers seeking to mitigate risk while aligning their investments with ESG principles.
Summary
The iShares ESG MSCI USA Min Vol Factor ETF (USMV) offers exposure to U.S. equities with lower volatility and ESG considerations. Its combination of low volatility and ESG screening makes it appealing to risk-averse and socially conscious investors. While it is subject to market risks and has an expense ratio, USMV benefits from the iShares brand and BlackRock's expertise. It is best suited for long-term investors seeking a core U.S. equity allocation with a focus on ESG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- MSCI Index Fact Sheet
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. ETF performance is subject to market risk and past performance is not indicative of future results. Consult with a qualified financial advisor before making any 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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