MVOL.L
iShares Edge MSCI World Minimum Volatility UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 3.0 B
ASSETS UNDER MGMT
30 bp
EXPENSES
Fund Basics
| Inception date | Nov 30, 2012 |
| Regulation | UCITS |
| ISIN | IE00B8FHGS14 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| JOHNSON & JOHNSON | 1.6 % |
| CENCORA INC | 1.5 % |
| EXXON MOBIL CORP | 1.5 % |
| CISCO SYSTEMS INC | 1.4 % |
| DUKE ENERGY CORP | 1.4 % |
| MCKESSON CORP | 1.3 % |
| SOUTHERN CO | 1.3 % |
| NOVARTIS AG | 1.3 % |
| MICROSOFT CORP | 1.3 % |
| AT&T INC | 1.2 % |
Constituent Breakdown
| Number of holdings | 329 |
| Herfindahl-Hirschman Index | 67 |
| Wgt avg mkt cap (mns) | $214,926 |
| Large cap (>$10bn) | 95.7% |
| Mid cap ($2-10bn) | 2.7% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.4% |
| Emerging mkts. | 0.2% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 63.6 % |
 |
JAPAN | 10.5 % |
 |
SWITZERLAND | 4.7 % |
 |
CANADA | 4.1 % |
 |
GERMANY | 2.3 % |
 |
FRANCE | 2.2 % |
 |
NETHERLANDS | 1.6 % |
 |
HONG KONG | 1.6 % |
 |
IRELAND | 1.3 % |
 |
SINGAPORE | 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 | 4.7% | 9.3% | 11.8% | 12.2% | 8.1% | 8.2% | -- | 8.8% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | 4.7% | 9.3% | 11.8% | 12.2% | 8.1% | 8.2% | -- | 8.8% | Ann. Volatility | 6.0% | 10.9% | 9.5% | 9.0% | 10.7% | 11.7% | -- | 11.6% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | -0.03 | 0% |
| MSCI EAFE | 0.15 | 5% |
| MSCI Emg Mkts | 0.05 | 1% |
Liquidity Measures
| Avg. volume (000) | 31 |
| ADV traded (mns) | $2 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $75.10 |
| Relative strength (RSI) | 71 |
| MACD/Signal | 0.67/0.60 |
| Bollinger Bands (Upper/Lower) | $77.00/$73.91 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. MVOL.L |
Expenses vs. MVOL.L |
ALTAR Score™ vs. MVOL.L |
|---|---|---|---|---|
| WMVG.L | iShares Edge MSCI World Minimum Volatility UCITS ETF | 98.7% | +5 bp | -0.1% |
| SXR0.DE | iShares Edge MSCI World Minimum Volatility UCITS ETF | 98.7% | +5 bp | -0.1% |
| UEEH.DE | iShares Edge MSCI World Minimum Volatility UCITS ETF | 98.7% | 0 bp | -0.2% |
| XDEB.DE | Xtrackers MSCI World Minimum Volatility UCITS ETF 1C | 95.6% | -5 bp | +0.1% |
| XMVU.L | Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D | 62.6% | -10 bp | +0.4% |
| MVEW.L | iShares Edge MSCI World Minimum Volatility Advanced UCITS ET | 61.9% | 0 bp | -0.2% |
| XWEB.L | Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C | 47.3% | -5 bp | -5.6% |
| MVEA.L | iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF | 47.3% | -10 bp | +0.2% |
| SPMV.L | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 34.4% | -10 bp | +0.2% |
| SPMD.L | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 34.4% | -10 bp | +0.2% |
Risk and Returns: MVOL.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 (USD)
| 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
5.6%
ALTAR SCORE™
65th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. MVOL.L's ALTAR Score™ is approximately 0.4 standard
deviations above the category average. This places MVOL.L in the 65th percentile
among funds in the category.
Sell-Side Consensus
$86.34
PRICE TARGET
+16.8%
UPSIDE