ETF UK MVUSLSEUS Large-Cap Blend EquityBlackRock Asset Management Ireland - ETF · Ireland

iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS) ETF Analysis | US Large-Cap Blend Equity

£80.77+1.71 (+2.16%) Previous close · LSE

AUM £1.3B

Reward Ratingⓘ65Good reward assessment · 8.91% 1Y return

Risk Ratingⓘ39Moderate risk assessment

Educational tool only – Scores are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is MVUS?

iShares VI Public Limited Company - iShares Edge S&P 500 Minimum Volatility UCITS ETF tracks Morningstar US Large-Mid NR USD, providing diversified exposure across 50 holdings. Its ongoing charge is 0.20%.

Performance Highlights

Investment Breakdown

Positive 1-Year Return

MVUS returned 8.9% over the past year. Historical returns only — past performance is not indicative of future results.

Competitive Ongoing Charge

Ongoing charge of 0.20% — reasonable for the index exposure provided.

Broadly Diversified

Top 10 holdings represent just 21.3% of the ETF — exposure spread across many positions.

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Analysis

Performance: Good (65)

The scoring profile reflects moderate historical performance, with a 8.9% 1-year return (historical). The ongoing charge of 0.20% is reasonable for this exposure. Risk indicators are moderate, in line with typical market exposure (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information

AUM£1.3B

Ongoing Charge0.20%

Dividend Yield2.13%

Holdings50

Inception DateNov 2012

DomicileIreland

DistributionNA

IndexMorningstar US Large-Mid NR USD

ProviderBlackRock Asset Management Ireland - ETF

Beta–

CategoryUS Large-Cap Blend Equity

CurrencyGBX

Top holdings

Portfolio Impact

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6168

+7 points · better diversified

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Year	MVUS
2026 YTD	+9.5%
2025	+2.6%
2024	+19.5%
2023	+3.7%
2022	+0.4%
CAGR 4yr	+6.3%

Reward Rating Breakdown

Our reward rating analyses MVUS's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating

Good REWARD

Data Coverage: %

Factor Framework

Performance

Has the ETF delivered strong historical returns versus similar ETFs?

Cost Efficiency

Is the ETF cheap to own over long periods?

Income

Does it provide attractive and consistent distributions?

Diversification Quality

Does it spread exposure across holdings, sectors, and regions?

Performance

Weight: 30%

73/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return

8.91%

Neutral

3Y Return

14.17%

Very Good

5Y Return

10.53%

Very Good

10Y Return

10.92%

Very Good

Sharpe Ratio

—

No Data

Strong historical performance profile: 1-year return of 8.91%, 3-year annualised 14.17%, 5-year annualised 10.53%. Past performance is not indicative of future results.

Cost Efficiency

Weight: 30%

85/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge

0.20%

Good

Net Expense Ratio

0.00%

Very Good

Annual Turnover

0.80%

Very Good

Tracking Difference

—

No Data

Low-cost and efficient structure: ongoing charge of 0.20%, net expense ratio of 0.00%, annual turnover of 0.8%.

Income

Weight: 15%

50/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield

2.13%

Weak

Distribution Frequency

No Data

Modest income profile: distribution yield of 2.13%, na distributions.

Diversification Quality

Weight: 25%

40/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings

Weak

Top 10 Concentration

21.28%

Good

Top Sector

Technology25.4%

Neutral

Top Region

North America98.2%

Very Weak

Concentrated but typical for its category: 50 holdings, top 10 at 21.3%, Technology sector at 25.4%, North America at 98.2%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses MVUS using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating

Moderate RISK

Data Coverage: 83%

Factor Framework

Holdings Concentration

How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.

Market Exposure

Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.

Volatility

Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.

Income Reliability

How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

Holdings Concentration

Weight: 25%

31/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight

21.28%

Lower Risk

Largest Holding

2.49%

Lower Risk

Number of Holdings

Moderate

HHI (weight²)

Low Risk

Reasonable spread across positions: top 10 holdings at 21.3%, largest single position at 2.49%, 50 total holdings.

Market Exposure

Weight: 25%

68/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region

North America98.2%

High Risk

Top Sector

Technology25.4%

Moderate

Top 2 Sectors

43.35%

Moderate

Cyclical Sectors

32.18%

Moderate

Notable regional or sector dependency: North America at 98.2%, Technology sector at 25.4%, 32.2% in cyclical sectors.

Volatility

Weight: 35%

20/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility

5.04%

Low Risk

Beta

—

No Data

Max Drawdown

—

No Data

Below-average volatility: 1Y volatility of 5.04% (historical).

Income Reliability

Weight: 15%

48/100

How dependable is the fund's distribution yield? Heavy cyclical-sector exposure or unusually high yields can flag vulnerability to dividend cuts in a downturn.

Current Yield

2.13%

Lower Risk

Cyclical Sector Exposure

32.18%

Moderate

Top-Sector Dependency

Technology25.4%

Moderate

Income profile is reasonably diversified: yield of 2.13%, 32.2% in cyclical sectors (financials, energy, materials, industrials, real estate), Technology sector at 25.4%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.

iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS) ETF Analysis | US Large-Cap Blend Equity

Market Performance

Cost Efficiency

What is MVUS?

Performance Highlights

Investment Breakdown

The brief on iShares Edge S&P 500 Minimum Volatility UCITS ETF

Analysis

How would MVUS affect your portfolio?

Performance Metrics

Annual Returns

Technical Analysis Summary

Reward Rating Breakdown

Performance

Cost Efficiency

Income

Diversification Quality

Risk Rating Breakdown

Holdings Concentration

Market Exposure

Volatility

Income Reliability

iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS) ETF Analysis | US Large-Cap Blend Equity

Market Performance

Cost Efficiency

What is MVUS?

Performance Highlights

Investment Breakdown

The brief on iShares Edge S&P 500 Minimum Volatility UCITS ETF

Analysis

How would MVUS affect your portfolio?

Price & display

Indicators

Date range

Performance Metrics

Annual Returns

Technical Analysis Summary

Reward Rating Breakdown

Risk Rating Breakdown