iShares MSCI USA Value Factor ETF
0.15%
10.6B
10,583M USDMedium
513
Physical
Distributing
USD
US
MSCI USA Enhanced Value
iShares
2013-04-16 (13 years)
With 10.6B in assets, this is a large fund — good liquidity and tight spreads.
A TER of 0.15% is among the lowest on the market — excellent value.
Launched in 2013-04-16, this fund has 13 years of history — long and reliable track record.
Medium risk — good risk/return balance for a 5+ year horizon.
Simulated from available data points. Past returns do not guarantee future results.
| Period | Ann. Return | Cumulative |
|---|---|---|
| 1 Month (est.) | — | +4.4% |
| 3 Months (est.) | — | +13.7% |
| 6 Months (est.) | — | +29.2% |
| YTD (est.) | — | +23.8% |
| 1 Year | +67.0% | +67.0% |
| 3 Years | +25.9% | +99.8% |
| 5 Years | +12.7% | +81.8% |
| Since inception (13y) | +35.2% | +4952.8% |
513
57.0%
22.8%
20.6%
20.0%
2.38
1.08
0.54
0.15%
-25.2%
0.54
20.0%
Select your country in the menu to see available brokers and wrappers.
The iShares MSCI USA Value Factor ETF tracks the MSCI USA Enhanced Value index. It is managed by iShares using physical replication and follows a distributing distribution policy. The fund is denominated in USD and domiciled in US. It has a total expense ratio (TER) of 0.15%.
This ranking is for informational purposes only and does not constitute a recommendation to buy or sell any security. Displayed performance is simulated.