iShares MSCI USA Small-Cap Min Vol Factor ETF

Yield per half year: 4.7%
Industry: Small Cap Growth Equities

48.000048.000044.000044.000040.000040.000036.000036.000032.000032.0000Dec '23Dec '2320242024Feb '24Feb '24Mar '24Mar '24Apr '24Apr '24May '24May '24Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Sep '24Sep '24Oct '24Oct '24Nov '24Nov '24Dec '24Dec '2420252025Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25
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Description iShares MSCI USA Small-Cap Min Vol Factor ETF

SMMV ΠΏΠΎΡ‚Π΅Π½Ρ†ΠΈΠ°Π»ΡŒΠ½ΠΎ ΠΏΠΎΠ΄Ρ…ΠΎΠ΄ΠΈΡ‚ для инвСсторов, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ хотят ΡƒΡ‡Π΅ΡΡ‚ΡŒ Ρ„Π°ΠΊΡ‚ΠΎΡ€ Ρ€Π°Π·ΠΌΠ΅Ρ€Π° ΠΌΠ°Π»ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠΈ, Π½ΠΎ ΠΏΡ‹Ρ‚Π°ΡŽΡ‚ΡΡ ΠΈΠ·Π±Π΅ΠΆΠ°Ρ‚ΡŒ ΠΏΡ€ΠΎΠΌΠ΅ΠΆΡƒΡ‚ΠΎΡ‡Π½ΠΎΠΉ Π²ΠΎΠ»Π°Ρ‚ΠΈΠ»ΡŒΠ½ΠΎΡΡ‚ΠΈ. Начиная со всСлСнной ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ с ΠΌΠ°Π»ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ Π² БША, Π±Π°Π·ΠΎΠ²Ρ‹ΠΉ индСкс SMMV ΠΈΡΠΏΠΎΠ»ΡŒΠ·ΡƒΠ΅Ρ‚ ΠΏΠΎΠ΄Ρ…ΠΎΠ΄ ΠΎΠΏΡ‚ΠΈΠΌΠΈΠ·Π°Ρ†ΠΈΠΈ, основанный Π½Π° Π²ΠΎΠ»Π°Ρ‚ΠΈΠ»ΡŒΠ½ΠΎΡΡ‚ΠΈ, Π²ΠΊΠ»ΡŽΡ‡Π°Ρ ΠΊΠΎΡ€Ρ€Π΅Π»ΡΡ†ΠΈΡŽ ΠΌΠ΅ΠΆΠ΄Ρƒ акциями Π² Ρ€Π°ΠΌΠΊΠ°Ρ… индСкса, для создания портфСля с минимальной диспСрсиСй Π°ΠΊΡ†ΠΈΠΉ с ΠΌΠ°Π»ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ.

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Π­Ρ‚ΠΎΡ‚ ΠΏΠΎΠ»ΡƒΠ³ΠΎΠ΄ΠΎΠ²ΠΎΠΉ процСсс ΠΎΠΏΡ‚ΠΈΠΌΠΈΠ·Π°Ρ†ΠΈΠΈ примСняСтся Π² Ρ€Π°ΠΌΠΊΠ°Ρ… Π·Π°Π΄Π°Π½Π½ΠΎΠ³ΠΎ Π½Π°Π±ΠΎΡ€Π° ΠΎΠ³Ρ€Π°Π½ΠΈΡ‡Π΅Π½ΠΈΠΉ (ΠΌΠΈΠ½ΠΈΠΌΠ°Π»ΡŒΠ½Ρ‹ΠΉ ΠΈ ΠΌΠ°ΠΊΡΠΈΠΌΠ°Π»ΡŒΠ½Ρ‹ΠΉ ΡΠΎΡΡ‚Π°Π²Π»ΡΡŽΡ‰ΠΈΠΉ вСс, сСкторныС ΠΈ Ρ„Π°ΠΊΡ‚ΠΎΡ€Π½Ρ‹Π΅ ограничСния), Ρ‡Ρ‚ΠΎΠ±Ρ‹ ΠΏΠΎΠΌΠΎΡ‡ΡŒ ΡΠΎΡ…Ρ€Π°Π½ΠΈΡ‚ΡŒ ΠΈΠ½Π²Π΅ΡΡ‚ΠΈΡ†ΠΈΠΎΠ½Π½ΡƒΡŽ ΠΏΡ€ΠΈΠ²Π»Π΅ΠΊΠ°Ρ‚Π΅Π»ΡŒΠ½ΠΎΡΡ‚ΡŒ ΠΈ Π²ΠΎΡΠΏΡ€ΠΎΠΈΠ·Π²ΠΎΠ΄ΠΈΠΌΠΎΡΡ‚ΡŒ индСкса. По замыслу, SMMV Π±ΡƒΠ΄Π΅Ρ‚ ΠΈΠΌΠ΅Ρ‚ΡŒ Π±ΠΎΠ»Π΅Π΅ Π½ΠΈΠ·ΠΊΠΈΠΉ Ρ€Ρ‹Π½ΠΎΡ‡Π½Ρ‹ΠΉ риск (Π±Π΅Ρ‚Π°), Ρ‡Π΅ΠΌ Ρ‚ΠΈΠΏΠΈΡ‡Π½Ρ‹ΠΉ ΠΏΠΎΡ€Ρ‚Ρ„Π΅Π»ΡŒ с Π²Ρ‹Π±Ρ€Π°Π½Π½ΠΎΠΉ Ρ€Ρ‹Π½ΠΎΡ‡Π½ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ ΠΈ взвСшСнной ΠΌΠ°Π»ΠΎΠΉ ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ.


10 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 0
3 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 9.47
5 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 19.37
Assets class size Small-Cap
Country USA
Country ISO US
Focus Small Cap
ISIN US46435G4331
Issuer iShares
P/BV 2.22
P/S 1.23
Region specific U.S.
Segment Equity: U.S. - Small Cap
Strategy Low Volatility
Π‘Π΅Ρ‚Π° 0.85
Π’Π°Π»ΡŽΡ‚Π° usd
Годовая Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 18.2
Π”Π°Ρ‚Π° основания 2016-09-07
Π”ΠΈΠ² Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 1.67
ИндСкс MSCI USA Small Cap Minimum Volatility (USD) Index
ΠšΠΎΠ»ΠΈΡ‡Π΅ΡΡ‚Π²ΠΎ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ 292
Комиссия 0.2
ПолноС наимСнованиС iShares MSCI USA Small-Cap Min Vol Factor ETF
Π Π΅Π³ΠΈΠΎΠ½ North America
Π‘Π°ΠΉΡ‚ link
Π‘Ρ€Π΅Π΄Π½ΠΈΠΉ P/E 16.93
Π’ΠΈΠΏ Π°ΠΊΡ‚ΠΈΠ²Π° Equity
Π’ΠΎΠΏ 10 эмитСнтов, % 13.13
Change price per day: +0.7832% (41.14)
Change price per week: -1.21% (41.97)
Change price per month: -2.67% (42.6)
Change price per 3 month: -5.27% (43.77)
Change price per half year: +4.7% (39.6)
Change price per year: +12.61% (36.82)
Change price per 3 year: +14.89% (36.09)
Change price per 5 year: +15.95% (35.76)
Change price per year to date: -2.51% (42.53)

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TitleIndustryShare, %P/BVP/SP/EEV/EbitdaDividend yield
Murphy USA Inc. Murphy USA Inc. Consumer Cyclical 1.57773 9.5 0.3658 14.14 11.6 0.3581
Old Republic International Corporation Old Republic International Corporation Financials 1.55456 1.31 1.15 13.98 16.3 4.14
Royal Gold Inc Royal Gold Inc Materials 1.48827 2.72 12.44 31.39 16.76 1.19
Agree Realty Corporation Agree Realty Corporation Real Estate 1.4865 1.29 11.54 37.52 51.51 4.38
AptarGroup, Inc. AptarGroup, Inc. Consumer Discretionary 1.45537 3.64 2.42 29.7 13.3 1.12
Chemed Corporation Chemed Corporation Healthcare 1.44654 8.14 3.98 33.08 22.06 0.3058
Exelixis Exelixis Healthcare 1.39627 3.4 4.2 37.04 38.77 0
AXIS Capital Holdings Limited AXIS Capital Holdings Limited Financials 1.28029 1.24 1.27 6.99 5.48 2.51
OGE Energy Corp. OGE Energy Corp. Utilities 1.16886 1.56 2.63 18.79 9.99 4.19
The Ensign Group, Inc. The Ensign Group, Inc. Healthcare 1.16816 4.34 1.74 31.02 22.24 0.1875
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