LUMV vs. USMV ETF Comparison
Comparison of Ossiam US Minimum Var ESG NR ETF 1C USD (LUMV) to Ossiam US Minimum Variance NR UCITS ETF (USMV)
LUMV
Ossiam US Minimum Var ESG NR ETF 1C USD
LUMV Description
The Fund's objective is to replicate, before the Fund's fees and expenses, the performance of the US ESG Minimum Variance Index NR closing level. The US ESG Minimum Variance Index NR (the "index ") is a total return index (net dividends reinvested) expressed in USD, calculated and published by Solactive AG (the "index provider"). The anticipated level of tracking error in normal conditions is 0.50% over a one-year period.
Grade (RS Rating)
Last Trade
£23,452.50
Average Daily Volume
112
37
USMV
Ossiam US Minimum Variance NR UCITS ETF
USMV Description
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the U.S. that, in the aggregate, have lower volatility relative to the broader U.S. equity market.Grade (RS Rating)
Last Trade
£292.85
Average Daily Volume
104
37
Performance
| Period | LUMV | USMV |
|---|---|---|
| 30 Days | 0.19% | -1.74% |
| 60 Days | 2.66% | 0.58% |
| 90 Days | 7.52% | 3.00% |
| 12 Months | 9.63% | 6.27% |
37 Overlapping Holdings
| Symbol | Grade | Weight in LUMV | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| 0HF3 | B | 1.67% | 1.67% | 1.67% | |
| 0HJL | D | 1.56% | 1.56% | 1.56% | |
| 0HQU | F | 1.03% | 1.03% | 1.03% | |
| 0HR2 | D | 2.98% | 2.98% | 2.98% | |
| 0HWH | D | 2.64% | 2.64% | 2.64% | |
| 0I35 | A | 1.55% | 1.55% | 1.55% | |
| 0IFA | B | 1.24% | 1.24% | 1.24% | |
| 0IJR | F | 0.18% | 0.18% | 0.18% | |
| 0IP9 | D | 0.51% | 0.51% | 0.51% | |
| 0ITV | B | 0.02% | 0.02% | 0.02% | |
| 0J4X | C | 0.82% | 0.82% | 0.82% | |
| 0J5I | D | 0.03% | 0.03% | 0.03% | |
| 0JC3 | D | 0.86% | 0.86% | 0.86% | |
| 0JR2 | B | 1.29% | 1.29% | 1.29% | |
| 0K80 | B | 1.29% | 1.29% | 1.29% | |
| 0K87 | A | 0.11% | 0.11% | 0.11% | |
| 0KIX | B | 0.2% | 0.2% | 0.2% | |
| 0KSR | A | 0.69% | 0.69% | 0.69% | |
| 0KXO | D | 1.1% | 1.1% | 1.1% | |
| 0LTG | C | 2.31% | 2.31% | 2.31% | |
| 0M1R | C | 0.24% | 0.24% | 0.24% | |
| 0M8V | B | 0.38% | 0.38% | 0.38% | |
| 0Q1N | F | 2.71% | 2.71% | 2.71% | |
| 0Q1S | D | 0.95% | 0.95% | 0.95% | |
| 0QCV | D | 0.9% | 0.9% | 0.9% | |
| 0QR3 | A | 2.11% | 2.11% | 2.11% | |
| 0QY4 | F | 1.29% | 1.29% | 1.29% | |
| 0QYD | C | 1.94% | 1.94% | 1.94% | |
| 0R1B | C | 2.67% | 2.67% | 2.67% | |
| 0R1G | D | 0.47% | 0.47% | 0.47% | |
| 0R1W | F | 3.72% | 3.72% | 3.72% | |
| 0R1X | B | 1.33% | 1.33% | 1.33% | |
| 0R2L | A | 0.59% | 0.59% | 0.59% | |
| 0R2Z | C | 1.22% | 1.22% | 1.22% | |
| 0R31 | A | 2.81% | 2.81% | 2.81% | |
| 0RR8 | D | 0.51% | 0.51% | 0.51% | |
| 0XHL | F | 0.11% | 0.11% | 0.11% |
LUMV Overweight 0 Positions Relative to USMV
| Symbol | Grade | Weight |
|---|
LUMV Underweight 0 Positions Relative to USMV
| Symbol | Grade | Weight |
|---|
LUMV: Top Represented Industries & Keywords
USMV: Top Represented Industries & Keywords
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