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iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares · US46436E4456

iShares ESG Optimized MSCI USA Min Vol Factor ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker ESMV (ISIN US46436E4456). One trade buys a whole basket of holdings, so your money is spread out instead of riding on a single company. In plain terms it is about owning small slices of companies, so you share in their…

· Tracks the MSCI USA Minimum Volatility index ?
Equity ?Unknown Physical ?
Low yearly feeOwns the shares directlyUnited States
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Fund size (AUM) ?
€0
1-year return ?
+4.0%
Price Return · to 2026-07-23
Yearly fee (TER) ?
0.18%
All-in cost ≈ 0.00%

About this fund

What you own

The MSCI USA Minimum Volatility index is the benchmark this fund aims to copy.

How it works

The fund actually buys every share in the index it tracks (full replication).

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Owning every holding keeps things transparent — what is in the index is what the fund actually owns. It can be a touch costlier to run for indexes with thousands of tiny positions, since the fund has to buy and maintain them all. There is no swap bank involved, so there is no extra “what if the partner fails” question to weigh.

Cost

0.18%Yearly fee (TER)
0.00%All-in cost

The yearly running cost of the fund, shown as a % of your money. Lower is cheaper.

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For example, a 0.20% fee works out at €0.20 a year for every €100 invested — that’s a generic illustration of the mechanic, not this fund’s own fee. It is skimmed quietly from inside the fund a little each day, so you never get a bill — but it drags on your return every year you hold. On a broad index ETF it is usually a small fraction of a percent; the gap between a cheap and a pricey fund looks tiny on day one but compounds over decades, which is why it is worth a glance.

Fund facts

Index tracked ?
MSCI USA Minimum Volatility
Replication ?
Physical
Full — buys every share
Launched
Nov 2021
5-year track record

Performance

99.699.9100101101202520252025

Growth of $100 invested — both lines start at $100.

iShares ESG Optimized MSCI USA Min Vol Factor ETF Average MSCI USA Minimum Volatility ETF (funds we track) ?

Compared with the average fund tracking the same index — our own data, not the licensed index itself.

YTD+4.7%
1 year+4.0%
3 years+7.4%

Return, year by year

-12.5
+10.1
+11.1
+3.7
'22'23'24'25
3 of 4 up yearsBest: 2024 +11.1%Worst: 2022 -12.5%Calendar-year total returns, in USD

How bumpy has it been?

10.0%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-12.9%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.
0.66
Return for the risk (3y) ?
Reward earned per unit of bumpiness.

The bigger picture

+20.4%
Since inception
Total growth since launch — about +4.0% a year.
+29.2%
Best 12 months
The strongest one-year stretch on record.
-13.1%
Worst 12 months
The weakest one-year stretch on record.
-20.8%
Worst fall on record ?
It clawed back in about 17 months.

Where to buy this fund

Set from your language & location — change it if it's wrong.

Where it trades

ExchangeTickerCurrency
NYSEESMVUSD★ Primary
USD listings
NasdaqESMVUSD
NYSE ArcaESMVUSD
OCESMVUSD
ODESMVUSD
UAESMVUSD
UBESMVUSD
UCESMVUSD
UDESMVUSD
UFESMVUSD
UMESMVUSD
USESMVUSD
UXESMVUSD
VFESMVUSD
VGESMVUSD
VJESMVUSD
VKESMVUSD
VLESMVUSD
VPESMVUSD
VYESMVUSD
XETRAESMVUSD
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

How it ranks vs peers

🪙 Cheaper than 50% of similar ETFs📈 Higher 1-yr return than 10%📈 Higher 3-yr return than 9%📊 Behind its category by 13.4% (1-yr) (category average +17.4%)📊 Behind its category by 7.6% (3-yr) (category average +14.9%)

Versus the Equity (stocks) · United States · USD ETFs we track.

Advanced risk

0.94
Sortino (3y) ?
0.57
Calmar (3y) ?
7.2%
Downside deviation ?
67%
Up months (hit rate) ?
$30.87
52-week high ?
$27.68
52-week low ?

Similar funds

We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.

Matched on🌍 United States stocks
Compare side by side
6 similar funds
iShares ESG Optimized MSCI USA Min Vol Factor ETFiSharesYou're viewingState Street® SPDR® S&P 500® ETF TrustSPDRBroader matchiShares Core S&P 500 UCITS ETFiSharesBroader matchiShares Core S&P 500 UCITS ETFiSharesBroader matchState Street® SPDR® Portfolio S&P 500® ETFSPDRBroader matchiShares Core S&P 500 UCITS ETFiSharesBroader matchSchwab U.S. Dividend Equity ETFSchwabBroader match
Why it's similarThis is the fund on this page.
StocksUnknownPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksUnknownPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksUnknownPhysicalCheaper fee
Tracks a different index in the same category.
Index trackedMSCI USA Minimum VolatilityS&P 500 IndexS&P 500S&P 500S&P 500 IndexS&P 500
Yearly fee (TER)0.18%0.09%0.10%0.10%0.02%0.07%0.06%
All-in cost0.00%0.00%0.10%0.00%0.00%0.07%0.00%
Fund size€0€682.6B€179.1B€154.3B€139B€134B€87.8B
DomicileUnited StatesIrelandIrelandUnited StatesIrelandUnited States
ReplicationPhysical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+7.4%+17.4%+17.5%+17.4%+19.4%+10.2%
5-yr return p.a.+11.0%+10.2%+11.0%+12.8%+5.5%
# holdings505511511508511103

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Data as of 2026-07-23 · Source: issuer data, compiled by Finance Hamster

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