iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)

ISIN IE00BYX8XD24 WKN A2AUE8 Rating ★☆☆☆☆

Replication
sampling

Earnings
accumulating

Asset class
Equity

Region
North America

Country
US

Strategy
Low Volatility

TER
0.25 %

TD
2.48 %

Currency
EUR

Fund size
196 Mio EUR

Perf. 2020
6.20 %

KIID
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"iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)" is an exchange-traded, Euro hedged investment fund (ETF). It refers to the S&P 500 Minimum Volatility Index. This index reflects the development of US American stocks with low volatility . The ETF replicates its index using physical replication with sampling, so it contains the most important securities of its reference index. The ETF's earnings (dividends) are automatically reinvested (accumulated). The fund company iShares claims a total expense ratio (TER) of 0.25% per year. The yearly average divergence from the index performance (Tracking Difference) since 2017 was 2.48% per year. Therefore, the ETF was significantly more expensive than the TER suggests. Besides, the yearly tracking differences had strong variations, so their average value is not a very reliable measure.

Tracking Differences

Performance

Fund size

ETFs on the S&P 500 Minimum Volatility Index

Comparing Tracking Difference, Total Expense Ratio and fund size

Every bubble represents an ETF. The further to the right it is, the higher (worse) is its tracking difference. The further up it is, the higher the total expense ratio specified by the fund company. The bubble's area represents the fund volume.

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