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WVOLiShares · Equity - Global Sectors · Equity · Global ex-Australia
iShares Edge MSCI World Minimum Volatility ETF
Fee p.a.
0.25%
ASX report
Fund size
A$77m
12m flow A$-7.0m
Yield
2.1%
2 payments / yr
Volatility 3y
8.5%
annualised
Max DD 3y
−5.9%
all-time −21.1%
Listed
2016
14 Oct 2016 · spread 0.21%
$10k$12k$14k$16k$18k$20k$22k$24k$26k201620182020202220242026
Performance
Period
Total
ASX
1 month
0.7%
0.0%
3 months
4.5%
—
6 months
3.1%
—
Year to date
4.6%
—
1 year
6.4%
6.9%
3 years p.a.
11.2%
11.1%
5 years p.a.
7.8%
8.2%
10 years p.a.
—
—
Since listing p.a.
9.3%
—
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 0.84Vol 1y 7.8%Vol 5y 9.4%Max DD 1y −5.6%Max DD 5y −12.5%Best year 23.8%78% positive years
Calendar-year returns
2017
9.6%
2018
5.6%
2019
23.8%
2020
−6.5%
2021
21.4%
2022
−3.2%
2023
5.4%
2024
20.8%
2025
10.1%
2026
4.6%
Where the money is
Look-through exposure as at 2 Sept 2026 · 409 securities · top 10 = 10.0%
Country
United States68.3%
Japan10.8%
France2.2%
Germany2.2%
United Kingdom2.0%
Canada1.9%
Switzerland1.8%
Spain1.4%
Singapore1.4%
Hong Kong1.4%
Sector
Information Technology27.1%
Health Care12.7%
Financials12.2%
Consumer Staples10.2%
Utilities8.0%
Energy7.8%
Industrials7.0%
Materials6.8%
Consumer Discretionary4.8%
Real Estate3.4%
Top holdings
COCA-COLAUnited States
1.3%
EXXONMOBIL HOLDINGS CORPUnited States
1.3%
JOHNSON & JOHNSONUnited States
1.2%
BERKSHIRE HATHAWAY INC CLASS BUnited States
1.0%
MICROSOFTUnited States
0.9%
WELLTOWERUnited States
0.9%
DUKE ENERGY CORPUnited States
0.9%
CHEVRONUnited States
0.8%
SOFTBANKJapan
0.8%
NVIDIAUnited States
0.8%
SOUTHERNUnited States
0.8%
CISCO SYSTEMS INCUnited States
0.8%
MOTOROLA SOLUTIONS INCUnited States
0.8%
PROCTER & GAMBLEUnited States
0.8%
ORANGE SAFrance
0.7%
Top 15 of 409 holdings.
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