MINIMUM VOLATILITY ETFs
HELP KEEP YOUR CLIENTS INVESTED
Market volatility can unnerve investors, making them abandon their plan. Consider a new approach – iShares Minimum Volatility ETFs are core equity investments that have delivered market-like returns with less risk, so you can give your clients the confidence to stay invested.
As an investor, you have goals. You make a plan to invest for the future. Now, all you have to do is stick to it. That sounds pretty easy. And it is, until volatility strikes.
iShares can help shift your perspective so your investments can seek to limit exposure to the sharp twists of the market. This may provide a less turbulent experience for your financial plan, making it easier to stay on track. With iShares minimum volatility ETFs, you can gain exposure to a portfolio of stocks that are less risky, with the potential to deliver long-term returns similar to the broader stock market.
And iShares makes it easy to get started. Get broad exposure to lower-volatility large-cap U.S. stocks with USMV. Looking for exposure to international developed-market stocks with potentially less volatility? consider EFAV. And finally, for exposure to often-volatile emerging market stocks, consider EEMV to help manage market turbulence. And some simple math shows us the potential power of minimum volatility investing. If your portfolio falls by 20%, you have to gain 25% of that smaller portfolio just to get back to where you started. If it falls by 50%, it needs to rebound 100%.
Don’t let stock market volatility throw you off track. Stay invested and keep moving forward with iShares Minimum Volatility ETFs.
WHY MINIMUM VOLATILITY
SEEK MARKET-LIKE RETURNS WITH LESS RISK
Morningstar as of 12/31/2023. Based on performance between 11/1/11 – 12/31/2023. Funds incepted on 10/18/11. Annualized risk represented by standard deviation which measures how dispersed returns are around the average. A higher standard deviation indicates that returns are spread out over a larger range of values and thus, more volatile.
LOSING LESS CAN LEAD TO WINNING MORE
Since inception in 2011, iShares Minimum Volatility ETFs have captured meaningful gains during upswings, and minimized losses during declines in U.S., international and emerging markets.
For example, USMV has captured 76% of the market upside vs. only 68% of the market downside since inception.
Morningstar as of 12/31/2023. Based on fund and index returns from 11/1/11–12/31/2023. Funds incepted on 10/18/11. Data compares USMV to S&P 500, EFAV to the MSCI EAFE Index and EEMV to the MSCI Emerging Markets Index.
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted. For most recent month-end performance and standardized performance, click the fund names below. Index returns are for illustrative purposes only and do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged, and one cannot invest directly in an index.
EXPLORE MINIMUM VOLATILITY ETFs
These strategies are sector constrained, giving investors broad and unbiased market exposure, so they can fit in the core of their portfolio.
BUILD OR TEST A PORTFOLIO
Get started by building a sample portfolio with min vol at the core or stress test a current portfolio against market shocks to see the range of outcomes that could occur.
Build a core portfolio using the Morningstar Style Box framework
Build a core portfolio using the Morningstar Style Box framework
Build a min vol portfolio
This sample portfolio replaces traditional equity portfolio exposures with minimum volatility ETFs.
Test an existing portfolio
Stress test client portfolios to see how they could react to 30+ potential market events.
