ETFsMSCI World Momentum index (Net)
iShares

iShares Edge MSCI World Momentum Factor UCITS ETF

IWFM LSEAccumulatingPhysical, sampledIreland
Last close · EUR
96.97EUR
-3.97% · -€4.01
Published closes: 29 Oct 2026 - 30 Oct 2026
30 Oct 2026, close
IWFMBase
Fund charges
Not publishedFee basis unverified
Fund size
Not published
Return 1Y
+16.4%Index +15.9%
Sharpe 3Y
1.10Index 1.24
Volatility 1Y
18.0%annualised
Holdings
346Fund holdings

Performance

Compare
  • IWFM+16.4%
  • Price, EUR

Returns

Returns1M3M6MYTD1Y3Y5Y
IWFM-7.7%-0.2%+5.8%+16.7%+16.4%+91.0%+64.0%
MSCI World+0.4%+4.9%+10.8%+16.3%+15.9%+75.5%+71.2%
Gap to MSCI World-8.1%-5.1%-5.0%+0.4%+0.5%+15.5%-7.2%

Risk and return

Sharpe ratio · 3Y
1.10
Below MSCI World · 1.24
Return p.a.
+22.8%
Volatility
17.6%
Max loss
-23.2%Apr 2025

Sharpe vs indices

MSCI World
1.24
S&P 500
1.21
IWFM
1.10
STOXX Europe 600
1.04
MSCI Emerging Markets IMI
0.93
CAC 40
0.37
Method

Weekly EUR returns from adjusted closes. Sharpe is the annualised excess return over the euro overnight rate (Xtrackers II EUR Overnight Rate Swap UCITS ETF 1C) divided by its volatility. Max loss uses daily closes.

Top holdings

Top 10
27.0%
Holdings
346
As of
Fund holdings
  1. 1MICRON TECHNOLOGY5.02%
  2. 2ADVANCED MICRO DEVICES4.15%
  3. 3EXXONMOBIL HOLDINGS CORP2.85%
  4. 4JOHNSON & JOHNSON2.70%
  5. 5ASML HOLDING2.56%
  6. 6ALPHABET CLASS A2.38%
  7. 7CISCO SYSTEMS INC1.95%
  8. 8ALPHABET CLASS C1.90%
  9. 9INTEL CORPORATION1.84%
  10. 10APPLIED MATERIAL INC1.66%

Countries

Classified 40.7%
Largest
11.2%Japan
Top 3
23.1%
Effective number
41.81 / HHI

Market cap

Weight vs holdings

27.0%of the fund sits in the top 10 holdings
  • Holdings 1-10
  • Holdings 11-50
  • Holdings 51-200
  • Holdings 201+

Size split

Not published

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