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Upturn AI SWOT - About
iShares ESG MSCI USA Min Vol Factor ETF (ESMV)
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Upturn Advisory Summary
08/14/2025: 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 10.72% | Avg. Invested days 69 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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) aims to provide exposure to U.S. companies with potentially lower volatility characteristics while incorporating environmental, social, and governance (ESG) factors. It targets large and mid-cap stocks, seeking to minimize portfolio volatility relative to the broader U.S. equity market.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable issuer with a long track record of managing ETFs and a vast amount of assets under management.
Management Expertise
BlackRock has extensive expertise in ETF management, factor investing, and ESG integration, ensuring competent oversight of USMV.
Investment Objective
Goal
To track an index of U.S. stocks that exhibit lower volatility characteristics, while incorporating ESG considerations.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI USA Minimum Volatility (USD) Index, utilizing an optimization process to select stocks with low volatility and incorporating ESG screens.
Composition The ETF primarily holds U.S. large and mid-cap stocks selected based on their historical volatility and ESG ratings.
Market Position
Market Share: USMV holds a notable market share within the low volatility and ESG-focused ETF category.
Total Net Assets (AUM): 4920000000
Competitors
Key Competitors
- Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV)
- SPDR MSCI USA StrategicFactors ETF (QUS)
- Nuveen ESG Large-Cap ETF (NULC)
- Pacer US Cash Cows 100 ETF (COWZ)
Competitive Landscape
The ETF industry is highly competitive with numerous low volatility and ESG funds. USMV benefits from BlackRock's strong brand and extensive distribution network. However, competitors may offer lower expense ratios or different factor tilts which may be more desireable to some investors.
Financial Performance
Historical Performance: Historical performance varies depending on the market conditions. Investors should consider performance over various time periods, including 1-year, 3-year, 5-year, and 10-year returns.
Benchmark Comparison: The ETFu2019s performance is compared to the MSCI USA Minimum Volatility (USD) Index to assess its tracking efficiency.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
USMV demonstrates high liquidity with substantial average daily trading volume, ensuring ease of entry and exit for investors.
Bid-Ask Spread
USMV typically maintains a narrow bid-ask spread, reflecting its liquidity and efficient trading dynamics.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and investor sentiment toward low volatility and ESG investments influence USMV's performance. Generally, during times of uncertainty, low vol strategies can outperform.
Growth Trajectory
The growth trajectory depends on investor demand for low volatility and ESG strategies, as well as the fund's ability to track its benchmark effectively.
Moat and Competitive Advantages
Competitive Edge
USMV benefits from BlackRock's strong brand recognition and extensive distribution network. It combines low volatility factor investing with ESG considerations, appealing to a growing segment of socially conscious investors. The fund also offers a relatively low expense ratio compared to some peers. Its size and liquidity provide a competitive edge over smaller, less liquid funds.
Risk Analysis
Volatility
USMV is designed to exhibit lower volatility than the broader market, but it is still subject to market fluctuations.
Market Risk
The ETF is exposed to market risk, as the value of its holdings can decline due to broader market downturns or sector-specific issues.
Investor Profile
Ideal Investor Profile
USMV is suitable for risk-averse investors seeking exposure to the U.S. equity market with potentially lower volatility and ESG considerations.
Market Risk
USMV is best suited for long-term investors and those seeking to reduce portfolio volatility.
Summary
The iShares ESG MSCI USA Min Vol Factor ETF offers investors exposure to a portfolio of U.S. equities with lower volatility and ESG characteristics. It is managed by BlackRock and seeks to track the MSCI USA Minimum Volatility (USD) Index. With a focus on risk-conscious investing, USMV is designed to navigate market fluctuations while aligning with ESG values. Its liquidity and competitive expense ratio make it a popular choice for long-term investors seeking stability and responsible investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- Morningstar
- ETF.com
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 consult with a 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.