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iShares Edge MSCI USA Value Factor UCITS ETF

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Tracks: MSCI USA Enhanced Value Net Index

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AUM

USD 3.53B

large

TER

0.2%

YTD Return

+47.71%

Currency

USD

Replication

Replicated

Inception

2016-10-13

Dividend

Accumulating

Domicile

Ireland

Asset Class

Equity

Classification

Asset ClassEquity
Management StyleSmart Beta / Factor
DistributionAccumulating
AUM TierLarge ($1–10B)
Geographic FocusSingle Country · US
IndexMSCI USA Enhanced Value Net Index
Currency TreatmentUnhedged
Legal StructureUCITS
UCITS EligibleYes

Equity Details

StyleValue
Factor Tilts
Fundamental Weight

The Fund seeks to track the performance of an index composed of a sub-set of MSCI USA stocks that seeks to capture undervalued stocks relative to their fundamentals.

as of 2026-07-28

2026 (6M)

+47.71%

YTD

+47.71%

30-Day

Monthly Returns

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnual
2026+7.65%+2.44%-5.27%+17.41%+18.92%+1.28%
2025+4.19%+0.98%-3.50%-3.75%+4.21%+6.49%-0.33%+5.91%+5.07%+4.20%+2.47%+2.81%+32.03%
2024-0.90%+2.56%+5.94%-6.86%+2.99%-0.08%+4.00%+0.33%+1.73%-1.32%+6.34%-7.21%+6.69%
2023+7.07%-3.96%-0.45%-1.13%-3.73%+6.97%+3.63%-2.94%-3.24%-3.62%+8.10%+7.60%+13.71%
2022-1.98%-2.23%+0.26%-5.79%+3.82%-11.04%+5.88%-3.59%-10.76%+13.09%+5.76%-6.20%-14.56%
2021+3.24%+6.90%+7.15%+1.70%+2.84%-1.52%-0.81%+0.78%-3.58%+2.46%-0.96%+7.79%+28.43%
2020-3.81%-9.73%-18.54%+11.26%+3.51%+0.23%+0.90%+3.91%-2.10%-1.23%+16.34%+2.94%-0.86%
2019+9.92%+1.88%-0.96%+3.43%-9.67%+9.41%+1.65%-4.47%+4.75%+2.77%+3.63%+3.31%+26.90%
2018+4.31%-3.27%-2.33%+0.40%+1.91%-1.09%+3.37%+3.61%-0.20%-5.92%-0.58%-11.26%-11.52%
2017+1.31%+4.56%-1.18%+0.15%-0.15%+1.19%+1.91%+0.18%+3.49%+2.54%+4.17%+1.59%+21.46%
2016+7.00%+2.16%