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This ETF is one of several products available to investors looking to achieve targeted exposure to a specific "factor," which in the case of USMV is low volatility. The underlying index consists of stocks that have historically exhibited relatively low volatility, a unique methodology that makes USMV potentially useful in a number of different ways. This fund can be used as an alternative to broad-based domestic equity funds, though the shallow nature of the underlying portfolio may be a concern. Perhaps a better use would be as a way to dial down the overall risk of an equity portfolio, essentially allowing investors to scale back their downside loss potential while still maintaining some up side.
USMV is appealing in the sense that it allows investors to achieve cheap, easy exposure to a strategy that would be difficult and time consuming to implement under the "do it yourself" methodology the expense ratio is extremely low given the methodology employed, and the strategy offered can be a simple but effective way to fine tune the overall risk of a portfolio.
We might be hesitant to achieve all of a portfolio's domestic equity exposure through this one ticker--there are only about 125 components in total--but acknowledge that USMV can be a very useful complementary holding.
Historical Trading Data
1 Month Avg. Volume5,008,991
3 Month Avg. Volume7,188,891
Alternative ETFs in the Large Cap Growth Equities Category
5 Day Net Flows:
-104.6 M
1 Month Net Flows:
278.22 M
3 Month Net Flows:
-789.43 M
6 Month Net Flows:
394.33 M
1 Year Net Flows:
7.6 B
3 Year Net Flows:
17.74 B
5 Year Net Flows:
23.89 B
10 Year Net Flows:
28.07 B
Realtime Rating
The adjacent table gives investors an individual Realtime Rating for USMV on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.
Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.
Copyright MSCI ESG Research LLC [2018]. All Rights Reserved. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at https://www.msci.com/esg-fund-metrics.
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and is delayed. To see all exchange delays and terms of use, please see disclaimer.
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