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IACTiShares · Equity - Global Strategy · Equity · United States · Active
Ishares U.S. Factor Rotation Active ETF
Fee p.a.
0.45%
ASX report
Fund size
A$316m
12m flow A$286m
Yield
0.5%
4 payments / yr
Volatility 3y
10.3%
annualised
Max DD 3y
−10.7%
all-time −10.7%
Listed
2025
14 July 2025 · spread 0.14%
$10k$10k$10k$10k$10k$11k$11k$11k$11k$11k$12k20252026
Performance
Period
Total
ASX
1 month
0.0%
−2.5%
3 months
3.1%
—
6 months
14.0%
—
Year to date
5.9%
—
1 year
11.5%
11.9%
3 years p.a.
—
—
5 years p.a.
—
—
10 years p.a.
—
—
Since listing p.a.
15.3%
—
Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.
Sharpe 3y —Vol 1y 10.7%Vol 5y 10.3%Max DD 1y −10.7%Max DD 5y −10.7%Best year —— positive years
Calendar-year returns
2026
5.9%
Where the money is
Look-through exposure as at 2 Sept 2026 · 0 securities · top 10 = 0.0%
Top holdings
iShares U.S. Eqty Fctr Rtn Act ETFUnited States
100.0%
Most similar funds
Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.
Code
Fund
Fee
Overlap
Corr 3y