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Evaluate funds side by side, to find the best fit for your investment goals.
$SPMV
The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500 Minimum Volatility Index. The Index aims to reflect the performance characteristics of a subset of securities within the S&P 500 with the lowest absolute volatility of returns, subject to certain risk diversification constraints.
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$SPMV
VS
€IBCK
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.
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€IBCK
Key takeaways
The ETFs €IBCK and $SPMV track the same security, and so are effectively the same fund. However, €IBCK is traded in euros on the Deutsche Börse Xetra, while $SPMV is traded in US dollars on the London Stock Exchange.
Fund highlights
Fund name
iShares Edge S&P 500 Minimum Volatility
iShares Edge S&P 500 Minimum Volatility
Share currency
USD
EUR
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
$1.3B
€1.1B
Beta
0.80
0.80
Last price
$95.44
€83.95
Annual fund charges
0.20%
0.20%
Benchmark
S&P 500 Minimum Volatility Index
S&P 500 Minimum Volatility Index
Risk
Ticker
$SPMV
€IBCK
Trading on
LSE
XETRA
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
$SPMV
€IBCK
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
€IBCK
Top holdings
Berkshire Hathaway Inc Class B
3.26%
Mondelez
3.20%
T-Mobile
3.18%
Marsh & McLennan
3.15%
Chubb
3.14%
Abbott
3.12%
Progressive
3.09%
Procter & Gamble
3.09%
Microsoft
3.03%
Other
71.74%
Berkshire Hathaway Inc Class B
3.26%
Mondelez
3.20%
T-Mobile
3.18%
Marsh & McLennan
3.15%
Chubb
3.14%
Abbott
3.12%
Progressive
3.09%
Procter & Gamble
3.09%
Microsoft
3.03%
Other
71.74%
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