Because these “factors” have historically driven a significant portion of companies’ risk and return over time, you can use factor ETFs to potentially outperform the market.” We have covered the “Volatility” and “Individual Factor” ETFs such as USMV (iShares MSCI USA Minimum Volatility, Expense Ratio 0.15%), QUAL (iShares MSCI USA Quality Factor ETF, Expense Ratio 0.15%) and VLUE (iShares MSCI USA Value Factor, Expense Ratio 0.15%), which have become rather successful with $2.6 billion, $460 million, and $170 million in AUM respectively, noting that USMV rolled out way back in 2011.

Appropriate benchmarks for IELG and IESM are IVE (iShares S&P 500 Value, Expense Ratio 0.18%) and IJS (iShares S&P Small Cap 600 Value, Expense Ratio 0.30%) although there is not a ton of live performance understandably to measure off of yet.

iShares Enhanced U.S. Large-Cap ETF

For more information on Street One ETF research and ETF trade execution/liquidity services, contact Paul Weisbruch at

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