Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
$SPMV
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Minimum Volatility Index. The Index aims to reflect the performance characteristics of a subset of securities within the S&P 500 with the lowest absolute volatility of returns, subject to certain risk diversification constraints.
View fund£MVUS
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Minimum Volatility Index. The Index aims to reflect the performance characteristics of a subset of securities within the S&P 500 with the lowest absolute volatility of returns, subject to certain risk diversification constraints.
View fundKey takeaways
The ETFs track the same security, and so are effectively the same fund. £MVUS is traded in pounds sterling (£) on the London Stock Exchange, while $SPMV is traded in US dollars ($) on the same exchange.
Fund highlights
Fund name
iShares Edge S&P 500 Minimum Volatility
iShares Edge S&P 500 Minimum Volatility
Share currency
USD
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
$1.6bn
£1.2bn
Beta
0.80
0.80
Last price
$109.97
£80.65
Annual fund charges
0.20%
0.20%
Benchmark
S&P 500 Minimum Volatility Index
S&P 500 Minimum Volatility Index
Risk
Ticker
$SPMV
£MVUS
Primary listing
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
$SPMV
£MVUS
Past performance is no guarantee of future returns.
The “cumulative” calculation shows returns on a price basis (i.e. excluding dividends). If an instrument trades in a different currency from your home currency, currency fluctuations may affect returns. These instruments are traded in different currencies, and performance is shown in the instruments' trading currencies
Sector exposure
ChartTable
$SPMV
£MVUS
Top holdings
Alphabet Class C
2.33%
Cisco Systems
2.24%
Amazon
2.19%
Apple
2.04%
JPMorgan Chase
2.02%
Exxon Mobil
2.01%
Coca-Cola
2.00%
NVIDIA
2.00%
Chevron
1.99%
Other
81.18%
Alphabet Class C
2.33%
Cisco Systems
2.24%
Amazon
2.19%
Apple
2.04%
JPMorgan Chase
2.02%
Exxon Mobil
2.01%
Coca-Cola
2.00%
NVIDIA
2.00%
Chevron
1.99%
Other
81.18%
Invest in $SPMV or £MVUS on Lightyear
Save on broker fees and invest in 6000+ stocks and funds. When you invest, your capital is at risk.