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MSCI World Index (MSC)
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iShares Edge MSCI USA Momentum Factor UCITS ETF (IUMD.L)
USD14.40
+0.19 (+1.34%)
LSE USD IE Equity
NAV
USD 14.45
-0.35% vs NAV
as of 2026-07-13
AUM
USD 20.39M
TER
0.20%
Yield (TTM)
0.51%
Distribution
Distributing · Semi-Annual
52-week range
10.30 – 15.40
Holdings
130
Issuer
IShares
About this ETF
The fund's primary objective is to replicate the performance of a specific index. This index consists of a carefully selected group of U.S. equities from the broader MSCI USA universe that have demonstrated a consistent upward price momentum.
ISIN
IE00BFF5RZ82
Issuer
IShares
Domicile
IE
Inception
2018-02-20
Asset class
Equity
Price
Top 10 holdings
| MICRON TECHNOLOGY INC MU | 6.43% |
| ADVANCED MICRO DEVICES INC AMD | 6.18% |
| INTEL CORPORATION INTC | 4.55% |
| BROADCOM INC AVGO | 4.47% |
| LAM RESEARCH CORP LRCX | 4.13% |
| CATERPILLAR INC CAT | 3.97% |
| GE VERNOVA INC GEV | 3.62% |
| JOHNSON & JOHNSON JNJ | 3.40% |
| APPLIED MATERIAL INC AMAT | 3.07% |
| CISCO SYSTEMS INC CSCO | 2.89% |
Sector mix
Price chart
USD14.40
+0.19 (+1.34%)
Loading historical data…
Returns
| 1 month | -3.68% |
| 3 months | +21.31% |
| 6 months | +25.33% |
| Year to date | +28.80% |
| 1 year | +36.62% |
| 3 years (ann.) | +28.61% |
| 5 years (ann.) | +12.82% |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 22.88% |
| Sharpe (1y) | 1.48 |
| Sharpe (3y) | 1.33 |
| Sortino (1y) | 2.28 |
| Max drawdown (1y) | -10.67% |
| Max drawdown (5y) | -32.47% |
| Max drawdown (full) | -33.70% |
| Beta vs S&P 500 (1y) | 1.01 |
| Correlation vs S&P 500 (1y) | 0.55 |
Technical outlook as of 2026-07-14
Day Score (bias 0-100, not a probability)
66
P(gain) 22 sessions — probability
56%
VaR 95% (daily)
-2.20%
CVaR 95% (daily)
-3.25%
GARCH vol forecast (22d)
2.10%
Market regime (Markov)
Bull
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Top-10 concentration
42.7%
Effective holdings
38
Disclosed positions
130
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Loading map…
Cost vs. peers
IUMD.L
0.20%
Equity median
0.39%
Cheapest in class BKLC
0.00%
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Distributing share class Income is paid out to shareholders.
| Ex-date | Payment | Amount |
|---|---|---|
| 2026-06-18 | 2026-06-30 | USD 0.0281 |
| 2025-12-11 | 2025-12-24 | USD 0.0451 |
| 2025-06-12 | 2025-06-25 | USD 0.0524 |
| 2024-12-12 | 2024-12-27 | USD 0.0314 |
| 2024-06-13 | 2024-06-26 | USD 0.0165 |
| 2023-12-14 | 2023-12-29 | USD 0.0285 |
| 2023-06-15 | 2023-06-28 | USD 0.0543 |
| 2022-12-15 | 2022-12-30 | USD 0.0632 |
| 2022-06-16 | 2022-06-29 | USD 0.0316 |
| 2021-12-16 | 2021-12-31 | USD 0.0244 |
| 2021-06-17 | 2021-06-30 | USD 0.0086 |
| 2020-12-10 | 2020-12-23 | USD 0.0180 |
| 2020-06-11 | 2020-06-24 | USD 0.0321 |
| 2019-12-12 | 2019-12-27 | USD 0.0309 |
| 2019-06-13 | 2019-06-26 | USD 0.0347 |
| 2018-12-13 | 2018-12-28 | USD 0.0226 |
| 2018-06-14 | 2018-06-27 | USD 0.0164 |
ESG profile
Derived from holdings
covers 95.6% of the portfolio by weight
(117 scored constituents)
Environmental
67.0
class avg 63.0
Social
64.3
class avg 62.3
Governance
66.9
class avg 64.9
Total ESG
66.1
class avg 63.4
Benchmark: average of 4,066 funds of the same asset class with derived ESG data.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +20.89% | 1.54 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.06% | +20.56% | 1.55 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.08% | +20.54% | 1.55 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +20.56% | 1.55 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +36.90% | 2.23 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +12.01% | 1.14 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.58% | +22.70% | 1.31 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.42% | +29.86% | 1.50 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +18.15% | 1.06 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.57% | +24.14% | 1.35 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| State Street Technology Select Sector SPDR ETF XLK | 0.08% | 121.07B | 38.6% |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 36.0% |
| Invesco NASDAQ 100 ETF QQQM | 0.15% | 100.59B | 36.0% |
| Vanguard Value ETF VTV | 0.03% | 245.00B | 32.6% |
| iShares Russell 1000 Growth ETF IWF | 0.18% | 128.11B | 29.3% |
