iShares Edge S&P 500 Minimum Volatility UCITS ETF

iShares Edge S&P 500 Minimum Volatility UCITS ETF

About

iShares Edge S&P 500 Minimum Volatility UCITS ETF (IE00BD93YH54) is a UCITS-compliant equity ETF tracking the S&P 500 Minimum Volatility Index. With a TER of 0.2%, it is competitively priced, distributing dividends. The fund holds 146 positions across 1 region with 126M in assets, with heavy concentration — 100% in United States, 32% in Technology.

ISIN
Fund Size €126M
Issuer iShares
Distribution Pays Dividends
Replication Physical
Inception Feb 2018
Base Currency USD
Index S&P 500 Minimum Volatility Index
Asset Class Equities
Category Factor Equity

Costs

7.1
This fund has moderate costs compared to similar ETFs.

Cost Metrics Explained

What TER, tracking difference, and TD consistency measure

TER (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures TER plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.
TER0.00%
Tracking Difference0.00%
TD Consistency0.00%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%

Holdings

4.4
With only 146 individual holdings, this fund is relatively concentrated compared to other ETFs.
#1
S&P500 EMINI JUN 26
0.06%
#2
E-MINI HEALTH CARE SECTOR JUN 26
0.06%
#3
E-MINI UTILITIES SELECT SECTOR JUN
0.05%
#4
Cisco Systems Inc
0.03%
#5
Apple Inc
0.02%
#6
Alphabet Inc
0.02%
#7
Amazon.com Inc
0.02%
#8
NVIDIA Corp
0.02%
#9
QUALCOMM Inc
0.02%
#10
Coca-Cola Co/The
0.02%

Sectors

9.0
This fund is well-diversified across 12 sectors, with no single sector dominating.

Regions

4.8
This fund is concentrated in just 2 countries, with significant geographic concentration.

Nerd Stuff

Advanced risk and return metrics (2023-06-04 — 2026-05-29).
8.0%
Volatility
-11.8%
Max Drawdown
0.49
Sharpe Ratio
0.71
Sortino Ratio
0.33
Calmar Ratio
0.28
Beta
2.37%
Alpha (Jensen's)
0.125
R²
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).

Documents

Regulatory and fund documents.
Key Information DocumentFact Sheet

Broker Availability

Where you can buy this ETF.
Trade Republic
Trade
€1.00
Savings Plan
Free
Account
Free
Trading 212
Trade
Free
Savings Plan
Free
Account
Free

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