SPMD vs. MVUS ETF Comparison
Comparison of iShares VI PLC ISH SP500 MIN VOL ETF USD DIST (SPMD) to iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS)
SPMD
iShares VI PLC ISH SP500 MIN VOL ETF USD DIST
SPMD Description
The fund is an exchange traded fund (ETF) that aims to achieve a return on your investment, through a combination of capital growth and income on the Fund¡¯s assets, which reflects the return of the S&P 500 Minimum Volatility Index, the Fund¡¯s benchmark index. The Fund invests in equity securities (e.g. shares) that, so far as possible and practicable, make up the benchmark index. The benchmark index aims to reflect the performance characteristics of a subset of securities within the S&P 500 Index (¡°Parent Index¡±) with the lowest absolute volatility of returns, subject to risk diversification. The constituents of the benchmark index are selected using a minimum volatility strategy which selects securities from the Parent Index based on estimates of the risk profile and expected volatility of each constituent and the correlation between all constituents in the Parent Index.
Grade (RS Rating)
Last Trade
£7.90
Average Daily Volume
12,443
37
MVUS
iShares Edge S&P 500 Minimum Volatility UCITS ETF
MVUS 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
£6,967.12
Average Daily Volume
1,217
37
Performance
| Period | SPMD | MVUS |
|---|---|---|
| 30 Days | -3.19% | -2.37% |
| 60 Days | -0.01% | 0.71% |
| 90 Days | 2.14% | 3.22% |
| 12 Months | 11.78% | 12.07% |
37 Overlapping Holdings
| Symbol | Grade | Weight in SPMD | Weight in MVUS | Overlap | |
|---|---|---|---|---|---|
| 0A45 | B | 0.73% | 0.75% | 0.73% | |
| 0HS2 | F | 0.06% | 0.06% | 0.06% | |
| 0I4W | F | 1.33% | 1.31% | 1.31% | |
| 0IC9 | B | 0.41% | 0.41% | 0.41% | |
| 0IJ2 | B | 0.28% | 0.28% | 0.28% | |
| 0J4X | F | 1.28% | 1.28% | 1.28% | |
| 0J8P | D | 0.78% | 0.78% | 0.78% | |
| 0J8Z | F | 0.61% | 0.62% | 0.61% | |
| 0JRV | B | 0.65% | 0.66% | 0.65% | |
| 0K80 | B | 3.53% | 3.56% | 3.53% | |
| 0KOC | B | 3.34% | 3.29% | 3.29% | |
| 0KW4 | B | 0.56% | 0.56% | 0.56% | |
| 0LBP | D | 1.26% | 1.26% | 1.26% | |
| 0M1R | C | 0.03% | 0.03% | 0.03% | |
| 0M3Q | F | 0.05% | 0.05% | 0.05% | |
| 0NOF | A | 3.02% | 3.04% | 3.02% | |
| 0OAL | C | 0.94% | 0.94% | 0.94% | |
| 0Q1N | F | 1.9% | 1.91% | 1.9% | |
| 0Q1S | C | 2.21% | 2.09% | 2.09% | |
| 0QYP | B | 3.02% | 3.02% | 3.02% | |
| 0QZ1 | C | 0.44% | 0.43% | 0.43% | |
| 0QZU | D | 1.69% | 1.7% | 1.69% | |
| 0R0G | C | 2.9% | 2.93% | 2.9% | |
| 0R1G | D | 2.48% | 2.47% | 2.47% | |
| 0R1O | B | 3.07% | 3.09% | 3.07% | |
| 0R1X | B | 1.91% | 1.92% | 1.91% | |
| 0R29 | D | 0.6% | 0.6% | 0.6% | |
| 0R2L | B | 2.06% | 2.05% | 2.05% | |
| 0R2N | A | 0.43% | 0.43% | 0.43% | |
| 0R2V | D | 1.86% | 1.85% | 1.85% | |
| 0R37 | D | 3.05% | 3.06% | 3.05% | |
| 0VQD | C | 2.78% | 2.78% | 2.78% | |
| 0XHL | F | 1.89% | 1.88% | 1.88% | |
| 0Y0Y | F | 0.32% | 0.32% | 0.32% | |
| 0Y6X | D | 0.8% | 0.81% | 0.8% | |
| 0YXG | C | 0.78% | 0.79% | 0.78% | |
| IIG | B | 1.99% | 1.99% | 1.99% |
SPMD Overweight 0 Positions Relative to MVUS
| Symbol | Grade | Weight |
|---|
SPMD Underweight 0 Positions Relative to MVUS
| Symbol | Grade | Weight |
|---|
SPMD: Top Represented Industries & Keywords
MVUS: Top Represented Industries & Keywords
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