DVY vs USMV
Comparison between ISHARES SELECT DIVIDEND ETF (DVY, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceDVY has outperformed USMV, delivering a return of +10.9% compared to +6.9%
DVY vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVY
$23B
Winner
USMV
$23B
Expense Ratio
DVY
0.38%
Winner
USMV
0.15%
Max Drawdown
DVY
65.23%
Winner
USMV
33.10%
Sharpe Ratio
Winner
DVY
1.57
USMV
0.22
5Y Beta
DVY
0.55
Winner
USMV
0.46
P/E Ratio
Winner
DVY
16.95
USMV
23.81
Forward P/E
Winner
DVY
12.75
USMV
19.59
PEG Ratio
DVY
0.24
Winner
USMV
0.20
5Y Dividends CAGR
Winner
DVY
7.46%
USMV
4.73%
5Y EPS CAGR
DVY
6.28%
Winner
USMV
18.93%
Debt to Equity
Winner
DVY
-119.91%
USMV
45.20%
P/S Ratio
Winner
DVY
1.16
USMV
2.37
P/B Ratio
Winner
DVY
1.88
USMV
4.51
DVY vs USMV - Holdings Comparison
DVY and USMV have 21 common holdings. Overlap is 11.99%
DVY's top 25 holdings weight is 38.87%. USMV's top 25 holdings weight is 34.08%.
| Rank | DVY | USMV |
|---|---|---|
| #1 | T. ROWE PRICE GROUP INC (TROW) - 2.26% | AMPHENOL CORP CLASS A (APH) - 1.76% |
| #2 | ALTRIA GROUP INC (MO) - 2.23% | JOHNSON & JOHNSON (JNJ) - 1.55% |
| #3 | PRUDENTIAL FINANCIAL INC (PRU) - 2.06% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.54% |
| #4 | PFIZER INC (PFE) - 1.96% | WELLTOWER INC (WELL) - 1.54% |
| #5 | KIMBERLY-CLARK CORP (KMB) - 1.69% | CHUBB LTD (CB) - 1.52% |
| #6 | ONEOK INC (OKE) - 1.68% | CISCO SYSTEMS INC (CSCO) - 1.50% |
| #7 | HP INC (HPQ) - 1.68% | DUKE ENERGY CORP (DUK) - 1.48% |
| #8 | EDISON INTERNATIONAL (EIX) - 1.61% | SOUTHERN CO (SO) - 1.48% |
| #9 | GENERAL MILLS INC (GIS) - 1.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.60% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #11 | FORD MOTOR CO (F) - 1.55% | MERCK & CO INC (MRK) - 1.35% |
| #12 | CVS HEALTH CORP (CVS) - 1.53% | NVIDIA CORP (NVDA) - 1.34% |
| #13 | DOMINION ENERGY INC (D) - 1.49% | MOTOROLA SOLUTIONS INC (MSI) - 1.34% |
| #14 | TARGET CORP (TGT) - 1.44% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.32% |
| #15 | KEYCORP (KEY) - 1.41% | MICROSOFT CORP (MSFT) - 1.32% |
| #16 | TRUIST FINANCIAL CORP (TFC) - 1.40% | VERIZON COMMUNICATIONS INC (VZ) - 1.28% |
| #17 | EVERSOURCE ENERGY (ES) - 1.39% | CONSOLIDATED EDISON INC (ED) - 1.27% |
| #18 | U.S. BANCORP (USB) - 1.38% | REPUBLIC SERVICES INC (RSG) - 1.26% |
| #19 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.33% | WASTE CONNECTIONS INC (WCN) - 1.26% |
| #20 | REGIONS FINANCIAL CORP (RF) - 1.32% | EXXON MOBIL CORP (XOM) - 1.24% |
| #21 | SMURFIT WESTROCK PLC (SW) - 1.29% | NEWMONT CORP (NEM) - 1.22% |
| #22 | HUNTINGTON BANCSHARES INC (HBAN) - 1.26% | COCA-COLA CO (KO) - 1.20% |
| #23 | GENUINE PARTS CO (GPC) - 1.25% | MCKESSON CORP (MCK) - 1.18% |
| #24 | BEST BUY CO INC (BBY) - 1.24% | CENCORA INC (COR) - 1.15% |
| #25 | INTERNATIONAL PAPER CO (IP) - 1.21% | MASTERCARD INC CLASS A (MA) - 1.14% |
| Total Holdings | 104 | 169 |
DVY vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DVY
+4.42%
USMV
+2.41%
3M
Winner
DVY
+6.26%
USMV
+2.93%
6M
Winner
DVY
+9.74%
USMV
+3.08%
1Y
Winner
DVY
+22.94%
USMV
+5.45%
5Y(CAGR)
Winner
DVY
+10.91%
USMV
+6.85%
10Y(CAGR)
Winner
DVY
+10.25%
USMV
+9.45%
Max(CAGR)
DVY
+9.06%
Winner
USMV
+11.56%
DVY vs USMV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | DVY | USMV |
|---|---|---|
| 2026 | +14.62% | +3.84% |
| 2025 | +11.80% | +7.81% |
| 2024 | +15.11% | +15.30% |
| 2023 | +1.21% | +10.24% |
| 2022 | +1.35% | -8.86% |
| 2021 | +33.65% | +22.56% |
| 2020 | -4.62% | +5.60% |
| 2019 | +23.04% | +28.82% |
| 2018 | -6.43% | +1.39% |
| 2017 | +14.34% | +18.60% |
| 2016 | +22.61% | +11.96% |
| 2015 | -2.12% | +5.37% |
| 2014 | +16.49% | +17.49% |
| 2013 | +25.99% | +22.60% |
| 2012 | +10.25% | +10.87% |
| 2011 | +11.03% | +5.67% |
| 2010 | +16.31% | N/A |
| 2009 | +9.19% | N/A |
| 2008 | -32.03% | N/A |
| 2007 | -6.26% | N/A |
| 2006 | +17.63% | N/A |
| 2005 | +4.00% | N/A |
| 2004 | +18.04% | N/A |
| 2003 | +7.09% | N/A |
DVY vs USMV Drawdown Comparison
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current DVY drawdown is -0.93%. The current USMV drawdown is -1.83%.
| Rank | DVY | USMV |
|---|---|---|
| #1 | -62.57% May 22, 2007 - Jan 29, 2013 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -41.59% Jan 17, 2020 - Feb 9, 2021 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -17.49% Apr 20, 2022 - Mar 28, 2024 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -15.99% Nov 29, 2024 - Aug 22, 2025 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -15.32% Sep 18, 2018 - Apr 5, 2019 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -12.03% Dec 29, 2014 - Mar 4, 2016 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -9.19% Jan 26, 2018 - Aug 16, 2018 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -7.92% Mar 5, 2004 - Aug 25, 2004 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -7.87% Aug 3, 2005 - Feb 22, 2006 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -7.80% May 10, 2021 - Nov 15, 2021 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -7.37% Apr 30, 2019 - Jul 3, 2019 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -6.89% Feb 13, 2026 - Jun 11, 2026 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -6.19% Jul 24, 2019 - Sep 10, 2019 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -6.16% May 17, 2013 - Jul 11, 2013 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -6.05% Mar 28, 2024 - May 9, 2024 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between DVY and USMV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2003 - 2026)
DVY vs USMV dividend yield comparison.
| Year | DVY | USMV |
|---|---|---|
| 2026 | 1.49% | 0.72% |
| 2025 | 3.65% | 1.49% |
| 2024 | 3.65% | 1.67% |
| 2023 | 3.82% | 1.82% |
| 2022 | 3.43% | 1.62% |
| 2021 | 3.12% | 1.26% |
| 2020 | 3.66% | 1.81% |
| 2019 | 3.41% | 1.88% |
| 2018 | 3.58% | 2.12% |
| 2017 | 3.00% | 1.77% |
| 2016 | 3.04% | 2.22% |
| 2015 | 3.45% | 2.02% |
| 2014 | 3.03% | 1.88% |
| 2013 | 3.06% | 2.18% |
| 2012 | 3.71% | 1.96% |
| 2011 | 3.44% | 0.29% |
| 2010 | 3.42% | 0.00% |
| 2009 | 3.78% | 0.00% |
| 2008 | 5.86% | 0.00% |
| 2007 | 3.67% | 0.00% |
| 2006 | 3.15% | 0.00% |
| 2005 | 3.02% | 0.00% |
| 2004 | 3.10% | 0.00% |
| 2003 | 0.53% | 0.00% |
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