USMV ETF Analysis: USA Min Vol Factor | BATS

Large Blend | BATS, USA | Market Cap: 23.076m USD | 12M Return: 6% | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, Mid Cap Stocks, Low Volatility Equities, US Equity
Total Rating 47
Safety 52
Buy Signal -0.13
Large Blend
Category Rotation: -1.2
TER: 0.15%
AUM: 23.1B
Avg Turnover: 202M
Risk 3d forecast
Volatility8.89%
VaR 5th Pctl1.64%
VaR vs Median2.67%
Reward TTM
Sharpe Ratio0.13
Rel. Str. IBD40.5
Rel. Str. Peer Group7.3
Character TTM
Beta0.352
Beta Downside0.382
Hurst Exponent0.479
Drawdowns 3y
Max DD9.36%
CAGR/Max DD1.17
CAGR/Mean DD7.34

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.7% 40
Feb -0.7% 14
Mar -0.1% 0
Apr -0.1% 2
May +0.0% 0
Jun -0.2% 25
Jul +1.5% 23
Aug +0.1% 8
Sep -2.0% 49
Oct -2.1% 22
Nov +2.1% 37
Dec -0.7% 21

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: USMV USA Min Vol Factor

The iShares MSCI USA Min Vol Factor ETF (USMV) is a passively managed fund that tracks the MSCI USA Minimum Volatility Index. It invests at least 80% of its assets in the component securities of its underlying index or instruments with substantially identical economic characteristics. The index measures the performance of large- and mid-capitalization U.S.-listed equities that, in aggregate, exhibit lower historical volatility than the broader large- and mid-cap U.S. equity market.

As a factor-based ETF, USMV employs a rules-based quantitative methodology that selects and weights stocks according to their historical price stability, rather than by market capitalization. This minimum-volatility approach typically results in a portfolio tilted toward defensive sectors such as utilities, consumer staples, and healthcare, which tend to display steadier price behavior across market cycles.

Headlines to Watch Out For
  • USMV inflows surge amid equity market volatility spike
  • Low volatility factor underperforms as risk appetite returns to markets
  • Rising Treasury yields draw capital away from low volatility equity ETFs
What is the price of USMV shares?

As of July 28, 2026, the stock is trading at USD 97.55 with a total of 1,416,812 shares traded. Over the past week, the price has changed by +1.09%, over one month by +1.45%, over three months by +4.58% and over the past year by +6.02%.

Current recommended Stop Loss: 96.50 (which is 1.1% or 1.3 ATR below the current price).

Is USMV a buy, sell or hold?

USA Min Vol Factor has no consensus analysts rating.