IE00BG13YJ64
IE00BG13YJ64
iShares Edge MSCI Europe Momentum Factor UCITS ETF
Loading chart...
About this ETF
The iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist) seeks to track the MSCI Europe Momentum index. The MSCI Europe Momentum index tracks stocks with a high price momentum from Europe. The index consists of titles that have experienced price increases over the past 6 and past 12 months with the assumption that increases will continue in the future.
TER
0.25%
Total Expense Ratio per year
Fund Size
€761.66M
Assets under management
Holdings
126
Underlying equities
Dividend Yield
-
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
17.19
Weighted Fwd P/E
18.68
💰 Revenue Estimates
Current Year CY
+11.31% ⌀ 17 Analysts Coverage
Next Year NY
+7.97% ⌀ 17 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+45.8% ⌀ 16 Analysts Coverage
Next Year NY
+12.17% ⌀ 17 Analysts Coverage
Related ETFs
Amundi MSCI Europe Momentum Factor UCITS ETF - EUR (C)
149.26 EUR
TER 0.23% 1Y +11.2%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
02/23/2018 (8 yrs)
Index Group
MSCI Europe Index
MSCI Europe Momentum Region
Europe Country
-
Sector
-
Strategy
Momentum Strategy Theme
-
Distribution Policy
Distributing Replication
Optimized sampling Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.0% p.a.
Max Drawdown (5Y)
-25.9%
Sharpe Ratio (5Y)
0.36
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (16.4 analysts)
⚠️ Elevated Commodity Sensitivity: 21% of fund depends directly on energy and raw material prices (oil, metals, basic materials).
⚠️ Elevated Economic Cyclicality: 55% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 40% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 68% in heavily regulated industries (defense, regulated utilities, healthcare policy).