# iShares Edge S&P 500 Minimum Volatility UCITS ETF (MVUS) **Source:** https://fundology.uk/fund/mvus · ISIN IE00B6SPMN59 · 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, MVUS (iShares Edge S&P 500 Minimum Volatility UCITS ETF, ISIN IE00B6SPMN59) closed at £88.42 on the London Stock Exchange. Its ongoing charge is 0.20% a year (about £20 on £10,000). Over the five years to 30/09/2026 its total return was +58.8%, or +24.1% after UK CPIH inflation. ## Summary iShares Edge S&P 500 Minimum Volatility UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2012. It tracks the S&P 500 Minimum Volatility Index — about 500 of the largest companies listed in the US. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.2% a year — about £20 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: **£88.42** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | MVUS | | ISIN | IE00B6SPMN59 | | Category | US shares | | Type | ETF | | Provider | iShares | | Tracks | S&P 500 Minimum Volatility Index | | Income | Accumulating | | Ongoing charge | 0.20% a year (£20 per £10,000) | | Fund size | £1.1bn | | Launched | 2012 | | 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 | +11.69% | +8.18% | income reinvested | | 3 years | +42.97% | +29.02% | income reinvested | | 5 years | +58.76% | +24.11% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares Edge S&P 500 Minimum Volatility UCITS ETF in pounds (price, with income reinvested in the fund): 2022 −0.4%, 2023 +3.8%, 2024 +21.1%, 2025 +3.3%; 2026 to 30/09/2026 +9.1%. Returns of iShares Edge S&P 500 Minimum Volatility UCITS ETF in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +11.7%; to 30/09/2025: +6.9%; to 30/09/2024: +19.0%; to 30/09/2023: −1.2%; to 30/09/2022: +11.4%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -0.4% | -8.8% | Price | | 2023 | +3.8% | -0.3% | Price | | 2024 | +21.1% | +17.0% | Price | | 2025 | +3.3% | -0.2% | Price | | 2026 to 30/09/2026 | +9.1% | +6.1% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 8.98% | -5.08% | | 3 years | 9.70% | -11.84% | | 5 years | 11.07% | -11.84% | ## Largest fall Volatility of iShares Edge S&P 500 Minimum Volatility UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 9.0% over 1 year, 9.7% over 3 years, 11.1% over 5 years. Largest fall in the price of iShares Edge S&P 500 Minimum Volatility UCITS ETF since October 2021, in pounds: −11.8% from 07/02/2025 to 11/04/2025. The lowest 12-month return of iShares Edge S&P 500 Minimum Volatility UCITS ETF in pounds (price, with income reinvested in the fund) since January 2021 was −9.8% (12 months to 18/08/2023); the highest was +27.3% (12 months to 22/11/2024). On 30/09/2026 the price of iShares Edge S&P 500 Minimum Volatility UCITS ETF was 0.5% below its highest weekly close since October 2021 (25/09/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares Edge S&P 500 Minimum Volatility UCITS ETF 0.20% a year, as of 01/10/2026: 69 of the 210 other US share funds charge more, 33 the same and 108 less (share classes counted once). ## Funds tracking the same index 2 funds track S&P 500 Minimum Volatility Index, this one included and share classes counted once; their ongoing charges range from 0.20% to 0.20% a year (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares Edge S&P 500 Minimum Volatility UCITS ETF (this fund) | 0.20% | +11.7% | +43.0% | +58.8% | | iShares Edge S&P 500 Minimum Volatility UCITS ETF | 0.20% | +11.3% | +43.0% | +57.1% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## Charges & eligibility - Ongoing charges figure (OCF): **0.20%** per year - ISA eligible: yes - SIPP eligible: yes ## Top holdings Largest positions (as of 29/09/2026): | Holding | Weight | |---|---| | Apple | 2.10% | | Procter & Gamble | 2.09% | | Microsoft | 2.08% | | AbbVie | 2.06% | | NVIDIA | 2.04% | | Coca-Cola | 2.00% | | Visa · Class A | 2.00% | | Amazon | 1.97% | | ExxonMobil | 1.96% | | Berkshire Hathaway · Class B | 1.93% | ## Where it invests Shares of the whole fund. Bonds, cash and positions the source does not classify are shown as they come, not guessed. ### By sector As published by iShares, as of 29/09/2026. | Sector | Weight | |---|---| | Information Technology | 33.6% | | Financials | 14.7% | | Health Care | 14.4% | | Consumer Staples | 9.6% | | Energy | 8.2% | | Industrials | 5.8% | | Consumer Discretionary | 5.5% | | Communication Services | 5.2% | | Other sectors | 3.0% | ### By type of asset Added up from the holdings iShares publishes, as of 29/09/2026. | Type of asset | Weight | |---|---| | Equity | 99.9% | | Cash and money market | 0.1% | All 130 holdings: https://fundology.uk/fund/mvus/holdings --- 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.