XMVU.L
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 4.5 M
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Nov 08, 2016 |
| Regulation | UCITS |
| Fund Website | link... |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| JOHNSON & JOHNSON | 1.7 % |
| EXXON MOBIL CORP | 1.7 % |
| AMPHENOL CORP-CL A | 1.6 % |
| MERCK & CO. INC. | 1.6 % |
| CHUBB LIMITED | 1.5 % |
| CISCO SYSTEMS INC | 1.5 % |
| MCKESSON CORP | 1.5 % |
| CENCORA INC | 1.5 % |
| BERKSHIRE HATHAWAY INC-CL B | 1.5 % |
| INTL BUSINESS MACHINES CORP | 1.4 % |
Constituent Breakdown
| Number of holdings | 170 |
| Herfindahl-Hirschman Index | 94 |
| Wgt avg mkt cap (mns) | $327,426 |
| Large cap (>$10bn) | 98.9% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.3% |
| Emerging mkts. | 0.4% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 92.4 % |
 |
IRELAND | 2.5 % |
 |
SWITZERLAND | 1.5 % |
 |
CANADA | 1.3 % |
 |
BRITAIN | 1.0 % |
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 | 2.0% | 4.1% | 9.4% | 11.1% | 7.8% | -- | -- | 9.0% |
| Dividend Yield | 0.0% | 0.7% | 1.1% | 1.3% | 1.6% | -- | -- | 1.1% |
| Total Returns | 2.0% | 4.8% | 10.5% | 12.3% | 9.4% | -- | -- | 10.1% | Ann. Volatility | 7.0% | 13.1% | 12.5% | 11.5% | 14.0% | -- | -- | 17.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | -0.02 | 0% |
| MSCI EAFE | 0.11 | 2% |
| MSCI Emg Mkts | 0.06 | 1% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $60.52 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 0.19/0.17 |
| Bollinger Bands (Upper/Lower) | $61.26/$60.05 |
| 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. XMVU.L |
Expenses vs. XMVU.L |
ALTAR Score™ vs. XMVU.L |
|---|---|---|---|---|
| MVEA.L | iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF | 66.8% | 0 bp | -0.3% |
| XDEB.DE | Xtrackers MSCI World Minimum Volatility UCITS ETF 1C | 63.5% | +5 bp | -0.3% |
| MVOL.L | iShares Edge MSCI World Minimum Volatility UCITS ETF | 62.6% | +10 bp | -0.4% |
| WMVG.L | iShares Edge MSCI World Minimum Volatility UCITS ETF | 62.6% | +15 bp | -0.6% |
| SXR0.DE | iShares Edge MSCI World Minimum Volatility UCITS ETF | 62.6% | +15 bp | -0.5% |
| UEEH.DE | iShares Edge MSCI World Minimum Volatility UCITS ETF | 62.6% | +10 bp | -0.6% |
| SPMV.L | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 50.9% | 0 bp | -0.3% |
| SPMD.L | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 50.9% | 0 bp | -0.3% |
| IS31.DE | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 50.9% | +5 bp | -0.3% |
| MVEW.L | iShares Edge MSCI World Minimum Volatility Advanced UCITS ET | 50.1% | +10 bp | -0.6% |
Risk and Returns: XMVU.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
6.1%
ALTAR SCORE™
56th
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%. XMVU.L's ALTAR Score™ is approximately 0.2 standard
deviations above the category average. This places XMVU.L in the 56th percentile
among funds in the category.
Sell-Side Consensus
$71.3
PRICE TARGET
+20.8%
UPSIDE