IE00BWT3KJ20
IE00BWT3KJ20
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc
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About this ETF
The UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc seeks to track the MSCI USA Select Dynamic 50% Risk Weighted (EUR Hedged) index. The MSCI USA Select Dynamic 50% Risk Weighted (EUR Hedged) index tracks the leading stocks on the US market with the lowest risk. Securities with lower risk are given higher index weights. The aggregated risk weight of selected securities is 50% of the MSCI USA. Currency hedged to Euro (EUR).
TER
0.21%
Total Expense Ratio per year
Fund Size
€3.44M
Assets under management
Holdings
147
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.25
Weighted Fwd P/E
16.85
💰 Revenue Estimates
Current Year CY
+6.59% ⌀ 15 Analysts Coverage
Next Year NY
+5.13% ⌀ 15 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.05% ⌀ 17 Analysts Coverage
Next Year NY
+20.43% ⌀ 17 Analysts Coverage
Related ETFs
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36.53 USD
TER 0.3% 1Y -1.3%
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF
8.16 EUR
TER 0.2% 1Y +10.5%
State Street® SPDR® S&P® 500 Low Volatility UCITS ETF (Acc)
73.83 EUR
TER 0.35% 1Y +3.1%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
12/10/2015 (10 yrs)
Index Group
-
Index
-
Region
-
Country
United States Sector
-
Strategy
Minimum Variance Strategy Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
—
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
-
Max Drawdown (3Y)
-
Sharpe Ratio (3Y)
-
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
🟡 Moderate analyst coverage (16.8 analysts)
⚠️ Elevated Interest Rate Sensitivity: 48% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 59% in heavily regulated industries (defense, regulated utilities, healthcare policy).