# iShares Edge MSCI USA Multifactor UCITS ETF (IFSU) **Source:** https://fundology.uk/fund/ifsu · ISIN IE00BZ0PKS76 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS ## At a glance > Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise. As of 30/09/2026, IFSU (iShares Edge MSCI USA Multifactor UCITS ETF, ISIN IE00BZ0PKS76) closed at $18.03 on the London Stock Exchange. Its ongoing charge is 0.35% a year (about £35 on £10,000). Over the five years to 30/09/2026 its total return was +82.4%, or +42.6% after UK CPIH inflation. ## Summary iShares Edge MSCI USA Multifactor UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2015. It tracks the STOXX US Equity Factor Screened (USD)(NR). You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.35% a year — about £35 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you. Latest close: **$18.03** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | IFSU | | ISIN | IE00BZ0PKS76 | | Category | European shares | | Type | ETF | | Provider | iShares | | Tracks | STOXX US Equity Factor Screened (USD)(NR) | | Income | Accumulating | | Ongoing charge | 0.35% a year (£35 per £10,000) | | Fund size | £67.1m | | Launched | 2015 | | Domicile | Ireland | ## Past returns (periods to 30/09/2026) After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation. | Window | Return | After CPIH inflation | Measured as | |---|---|---|---| | 1 year | +20.40% | +16.62% | income reinvested | | 3 years | +68.05% | +51.64% | income reinvested | | 5 years | +82.41% | +42.60% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares Edge MSCI USA Multifactor UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −6.1%, 2023 +11.4%, 2024 +24.7%, 2025 +9.5%; 2026 to 30/09/2026 +18.1%. Returns of iShares Edge MSCI USA Multifactor UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +21.0%; to 30/09/2025: +16.8%; to 30/09/2024: +18.7%; to 30/09/2023: +4.6%; to 30/09/2022: +4.5%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -6.1% | -14.1% | Price | | 2023 | +11.4% | +6.9% | Price | | 2024 | +24.7% | +20.4% | Price | | 2025 | +9.5% | +5.7% | Price | | 2026 to 30/09/2026 | +18.1% | +14.8% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 12.36% | -7.55% | | 3 years | 13.13% | -18.71% | | 5 years | 13.90% | -18.71% | ## Largest fall Volatility of iShares Edge MSCI USA Multifactor UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 12.4% over 1 year, 13.1% over 3 years, 13.9% over 5 years. Largest fall in the price of iShares Edge MSCI USA Multifactor UCITS ETF since October 2021, in pounds: −18.7% from 24/01/2025 to 04/04/2025. The lowest 12-month return of iShares Edge MSCI USA Multifactor UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −6.3% (12 months to 16/12/2022); the highest was +31.6% (12 months to 17/04/2026). On 30/09/2026 the price of iShares Edge MSCI USA Multifactor UCITS ETF was at its highest weekly close since October 2021, in pounds. ## Charges compared with similar funds Ongoing charge of iShares Edge MSCI USA Multifactor UCITS ETF 0.35% a year, as of 01/10/2026: 41 of the 225 other European share funds charge more, 11 the same and 173 less (share classes counted once). ## Funds tracking the same index 2 funds track STOXX US Equity Factor Screened (USD)(NR), this one included and share classes counted once (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares Edge MSCI USA Multifactor UCITS ETF | — | +20.4% | +68.0% | +82.5% | | iShares Edge MSCI USA Multifactor UCITS ETF (this fund) | 0.35% | +20.4% | +68.0% | +82.4% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## Charges & eligibility - Ongoing charges figure (OCF): **0.35%** per year - ISA eligible: yes - SIPP eligible: yes --- We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments. Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.