iShares
UMDV.AS
IE00BMX0DF60
iShares US Medical Devices UCITS ETF
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About this ETF

The iShares US Medical Devices UCITS ETF USD (Acc) seeks to track the Dow Jones US Select Medical Equipment Capped 35/20 index. The Dow Jones US Select Medical Equipment Capped 35/20 index tracks the US health care sector. The weight of the largest company in the index is capped to 35%, the weight of all other companies to 20%.

TER
0.25%

Total Expense Ratio per year

Fund Size
€213.96M

Assets under management

Holdings
47

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
27.74
Weighted Fwd P/E
17.33
💰 Revenue Estimates
Current Year CY
+9.59% ⌀ 23 Analysts Coverage
Next Year NY
+8.04% ⌀ 24 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+12.69% ⌀ 23 Analysts Coverage
Next Year NY
+14.3% ⌀ 23 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
08/03/2020 (6 yrs)
Index Group
Dow Jones
Region
-
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
7/100 Low (Concentration Risk)
Diversification Score
7/100 Low (Concentration Risk)
5Y Volatility
19.3% p.a.
Max Drawdown (5Y)
-31.1%
Sharpe Ratio (5Y)
-0.30
Beta Factor
1.05
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🔴 Extreme top 10 holdings concentration: 82% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Healthcare".
🔴 Extreme industry concentration: 72% in "Medical Devices".
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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