iShares
IUMD.L
IE00BFF5RZ82
iShares Edge MSCI USA Momentum Factor UCITS ETF
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About this ETF

The iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) seeks to track the MSCI USA Momentum index. The MSCI USA Momentum index tracks stocks with a high price momentum from the United States. 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
0.2%

Total Expense Ratio per year

Fund Size
€668.89M

Assets under management

Holdings
126

Underlying equities

Dividend Yield
0.55%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
28.33
Weighted Fwd P/E
17.65
💰 Revenue Estimates
Current Year CY
+33.99% ⌀ 25 Analysts Coverage
Next Year NY
+21.89% ⌀ 27 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+67.8% ⌀ 25 Analysts Coverage
Next Year NY
+28.92% ⌀ 27 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
02/21/2018 (8 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

6/7 High
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
20.8% p.a.
Max Drawdown (5Y)
-32.4%
Sharpe Ratio (5Y)
0.45
Beta Factor
0.98
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 48% in "Technology".
ℹ️ Tech-Capex Exposure: 49% in semiconductors & hardware – dependent on hyperscaler capex cycles.
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