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ESMV
+0.23 · +0.79%
$29.08 · NASDAQ

iShares ESG MSCI USA Min Vol Factor ETF (ESMV) ETF Analysis | Large Blend

iShares · USA
AUM:$7.4M
#– of – in Large Blend ETFs

Educational tool only – Figures 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

ESMV returned +3.1% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.18% — competitive for the exposure provided.

What is ESMV?

The underlying index is designed to measure the performance of large- and mid-capitalization U. equity securities that reflect the performance of a minimum volatility strategy and, relative to the MSCI USA Index, have higher favorable ESG characteristics and lower carbon exposure.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
ESMV returned 3.1% over the past year.
Competitive Expense Ratio
Expense ratio of 0.18% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 13.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$7.4M
Expense Ratio0.18%
Dividend Yield1.54%
Holdings64
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProvideriShares
Beta0.71
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.7%
1Y
+12.1%
3Y
+40.2%
5Y
+37.0%
OpenBook InsightIf you had invested £10,000 in ESMV 5 years ago, it would have grown to £13,697 — a gain of £3,697.

Annual Returns

Calendar year performance

ESMV delivered positive returns in 4 of the last 5 calendar years.
YearESMV
2026 YTD+12.2%
2025+5.4%
2024+12.8%
2023+11.9%
2022-10.6%
CAGR 4yr+4.4%
4/5 positive yearsAvg return: +6.4%Worst year: -10.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.8%
Low
Momentum
+5.8%
30-day change
Support Level
30.86
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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