MVEE.DE
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF
Europe
EQUITY
Rules-Based
MANAGEMENT STYLE
€ 26.5 M
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Apr 17, 2020 |
| Regulation | UCITS |
| ISIN | IE00BKVL7D31 |
| Distributions | |
| Currency | EUR |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ASML HOLDING NV | 1.9 % |
| CRITERIA CAIXACORP SA | 1.6 % |
| NOVARTIS AG | 1.6 % |
| SWISS PRIME SITE-REG | 1.6 % |
| ING GROEP NV | 1.6 % |
| KBC GROEP NV | 1.6 % |
| ABB LTD. | 1.6 % |
| IBERDROLA SA | 1.5 % |
| SSE PLC | 1.5 % |
| INDITEX | 1.5 % |
Constituent Breakdown
| Number of holdings | 123 |
| Herfindahl-Hirschman Index | 118 |
| Wgt avg mkt cap (mns) | $71,445 |
| Large cap (>$10bn) | 88.7% |
| Mid cap ($2-10bn) | 4.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 93.0% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
SWITZERLAND | 16.8 % |
 |
BRITAIN | 14.5 % |
 |
FRANCE | 11.0 % |
 |
GERMANY | 9.1 % |
 |
NETHERLANDS | 7.3 % |
 |
SPAIN | 7.0 % |
 |
SWEDEN | 5.9 % |
 |
FINLAND | 5.0 % |
 |
DENMARK | 4.5 % |
 |
ITALY | 3.3 % |
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 | 6.8% | 8.6% | 11.1% | 9.8% | 8.9% | -- | -- | 9.6% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 6.8% | 8.6% | 11.1% | 9.8% | 8.9% | -- | -- | 9.6% | Ann. Volatility | 7.1% | 11.8% | 10.6% | 10.3% | 11.9% | -- | -- | 12.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.03 | 0% |
| MSCI EAFE | 0.21 | 9% |
| MSCI Emg Mkts | 0.12 | 3% |
Liquidity Measures
| Avg. volume (000) | 9 |
| ADV traded (mns) | $0 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $8.40 |
| Relative strength (RSI) | 72 |
| MACD/Signal | 0.10/0.09 |
| Bollinger Bands (Upper/Lower) | $8.66/$8.24 |
| 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. MVEE.DE |
Expenses vs. MVEE.DE |
ALTAR Score™ vs. MVEE.DE |
|---|---|---|---|---|
| EQDS.L | iShares MSCI Europe Quality Dividend Advanced UCITS ETF | 47.9% | +3 bp | +0.7% |
| QDGH.L | iShares MSCI Europe Quality Dividend Advanced UCITS ETF | 47.9% | +6 bp | +0.7% |
| CEML.DE | iShares MSCI Europe Quality Dividend Advanced UCITS ETF | 47.9% | +3 bp | +0.7% |
| MVEU.L | iShares Edge MSCI Europe Minimum Volatility UCITS ETF | 44.4% | 0 bp | -0.3% |
| MVED.L | iShares Edge MSCI Europe Minimum Volatility UCITS ETF | 44.4% | 0 bp | -0.3% |
| IESG.L | iShares MSCI Europe SRI UCITS ETF | 42.5% | -5 bp | -0.6% |
| CBUD.DE | iShares MSCI Europe SRI UCITS ETF | 42.5% | -2 bp | -0.9% |
| IDSE.AS | iShares MSCI Europe SRI UCITS ETF | 42.5% | -5 bp | -0.4% |
| ISED.AS | iShares MSCI Europe SRI UCITS ETF | 42.5% | -5 bp | -0.6% |
| ESRG.L | Amundi MSCI Europe SRI Climate Paris Aligned UCITS ETF DR (C | 40.2% | -7 bp | -0.6% |
Risk and Returns: MVEE.DE 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 (EUR)
| 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 4/5/2026
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
6.5%
ALTAR SCORE™
30rd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 239 funds in the Europe Equity category with an average
ALTAR Score™ of 7.2% and a standard deviation
of 1.3%. MVEE.DE's ALTAR Score™ is approximately -0.5 standard
deviations above the category average. This places MVEE.DE in the 30rd percentile
among funds in the category.
Sell-Side Consensus
€9.43
PRICE TARGET
+13.6%
UPSIDE