MVEA.L
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 86.8 M
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Apr 20, 2020 |
| Regulation | UCITS |
| ISIN | IE00BKVL7331 |
| Distributions | |
| Currency | GBP |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| MERCK & CO. INC. | 1.8 % |
| NEWMONT MINING CORP | 1.7 % |
| AMPHENOL CORP-CL A | 1.7 % |
| CHEVRON CORP | 1.6 % |
| GILEAD SCIENCES INC | 1.6 % |
| MOTOROLA SOLUTIONS | 1.5 % |
| CISCO SYSTEMS INC | 1.5 % |
| MCKESSON CORP | 1.5 % |
| WELLTOWER, INC. | 1.5 % |
| CENCORA INC | 1.5 % |
Constituent Breakdown
| Number of holdings | 161 |
| Herfindahl-Hirschman Index | 99 |
| Wgt avg mkt cap (mns) | $293,967 |
| Large cap (>$10bn) | 98.6% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.7% |
| Emerging mkts. | 0.5% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.4 % |
 |
IRELAND | 3.2 % |
 |
SWITZERLAND | 1.3 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.2% | -3.5% | 4.6% | 7.1% | 9.1% | -- | -- | 7.7% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 2.2% | -3.5% | 4.6% | 7.1% | 9.1% | -- | -- | 7.7% | Ann. Volatility | 9.0% | 12.2% | 10.8% | 10.3% | 11.7% | -- | -- | 12.1% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | -0.03 | 0% |
| MSCI EAFE | -0.07 | 1% |
| MSCI Emg Mkts | -0.07 | 1% |
Liquidity Measures
| Avg. volume (000) | 3 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $6.33 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 0.03/0.02 |
| Bollinger Bands (Upper/Lower) | $6.45/$6.18 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. MVEA.L |
Expenses vs. MVEA.L |
ALTAR Score™ vs. MVEA.L |
|---|---|---|---|---|
| XMVU.L | Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D | 66.8% | 0 bp | +0.3% |
| MVEW.L | iShares Edge MSCI World Minimum Volatility Advanced UCITS ET | 60.4% | +10 bp | -0.4% |
| XDEB.DE | Xtrackers MSCI World Minimum Volatility UCITS ETF 1C | 47.6% | +5 bp | -0.1% |
| MVOL.L | iShares Edge MSCI World Minimum Volatility UCITS ETF | 47.3% | +10 bp | -0.2% |
| WMVG.L | iShares Edge MSCI World Minimum Volatility UCITS ETF | 47.3% | +15 bp | -0.3% |
| SXR0.DE | iShares Edge MSCI World Minimum Volatility UCITS ETF | 47.3% | +15 bp | -0.2% |
| UEEH.DE | iShares Edge MSCI World Minimum Volatility UCITS ETF | 47.3% | +10 bp | -0.3% |
| SPMV.L | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 44.2% | 0 bp | 0.0% |
| SPMD.L | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 44.2% | 0 bp | +0.0% |
| IS31.DE | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 44.2% | +5 bp | 0.0% |
Risk and Returns: MVEA.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/6/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
5.8%
ALTAR SCORE™
51st
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. MVEA.L's ALTAR Score™ is approximately 0.0 standard
deviations above the category average. This places MVEA.L in the 51st percentile
among funds in the category.
Sell-Side Consensus
£7.61
PRICE TARGET
+21.4%
UPSIDE