EFV vs USMV
Comparison between ISHARES MSCI EAFE VALUE ETF (EFV, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceEFV has outperformed USMV, delivering a return of +14.1% compared to +7.4%
EFV vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EFV
$29B
USMV
$24B
Expense Ratio
EFV
0.31%
Winner
USMV
0.15%
Max Drawdown
EFV
66.71%
Winner
USMV
33.10%
Sharpe Ratio
Winner
EFV
1.61
USMV
0.81
5Y Beta
EFV
0.62
Winner
USMV
0.46
P/E Ratio
EFV
N/A
USMV
24.18
Forward P/E
EFV
N/A
USMV
20.18
PEG Ratio
EFV
N/A
USMV
0.17
5Y Dividends CAGR
Winner
EFV
19.94%
USMV
4.73%
5Y EPS CAGR
EFV
N/A
USMV
17.43%
Debt to Equity
EFV
N/A
USMV
17.90%
EFV vs USMV - Holdings Comparison
EFV and USMV have 1 common holdings. Overlap is -0.03%
EFV's top 25 holdings weight is 33.57%. USMV's top 25 holdings weight is 34.38%.
| Rank | EFV | USMV |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 3.24% | MICROSOFT CORP (MSFT) - 1.70% |
| #2 | NESTLE SA (n/a) - 2.27% | AMPHENOL CORP CLASS A (APH) - 1.60% |
| #3 | SHELL PLC (n/a) - 2.22% | WELLTOWER INC (WELL) - 1.55% |
| #4 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.08% | CHUBB LTD (CB) - 1.53% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.79% | JOHNSON & JOHNSON (JNJ) - 1.52% |
| #6 | ALLIANZ SE (n/a) - 1.69% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.63% | CISCO SYSTEMS INC (CSCO) - 1.46% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.56% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 1.49% | DUKE ENERGY CORP (DUK) - 1.43% |
| #10 | SIEMENS AG (n/a) - 1.42% | SOUTHERN CO (SO) - 1.41% |
| #11 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.42% | VERIZON COMMUNICATIONS INC (VZ) - 1.41% |
| #12 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.33% | MOTOROLA SOLUTIONS INC (MSI) - 1.39% |
| #13 | IBERDROLA SA (n/a) - 1.30% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% |
| #14 | BHP GROUP LTD (n/a) - 1.25% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #15 | UNILEVER PLC (n/a) - 1.24% | NVIDIA CORP (NVDA) - 1.36% |
| #16 | BANCO SANTANDER SA (n/a) - 1.20% | MERCK & CO INC (MRK) - 1.32% |
| #17 | UNICREDIT SPA (n/a) - 1.18% | MCKESSON CORP (MCK) - 1.27% |
| #18 | BNP PARIBAS ACT. CAT.A (n/a) - 1.13% | COCA-COLA CO (KO) - 1.26% |
| #19 | MIZUHO FINANCIAL GROUP INC (n/a) - 1.08% | MASTERCARD INC CLASS A (MA) - 1.25% |
| #20 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.05% | WASTE CONNECTIONS INC (WCN) - 1.25% |
| #21 | AERCAP HOLDINGS NV (AER) - 0.44% | CENCORA INC (COR) - 1.23% |
| #22 | WOODSIDE ENERGY GROUP LTD (WDS) - 0.39% | NEWMONT CORP (NEM) - 1.23% |
| #23 | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.39% | CONSOLIDATED EDISON INC (ED) - 1.22% |
| #24 | MARUBENI CORP (n/a) - 0.39% | REPUBLIC SERVICES INC (RSG) - 1.21% |
| #25 | ORIX CORP (n/a) - 0.39% | TJX COMPANIES INC (TJX) - 1.11% |
| Total Holdings | 380 | 169 |
EFV vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EFV
+4.97%
USMV
+3.63%
3M
EFV
+7.06%
Winner
USMV
+7.82%
6M
Winner
EFV
+6.94%
USMV
+6.15%
1Y
Winner
EFV
+28.62%
USMV
+10.00%
5Y(CAGR)
Winner
EFV
+14.15%
USMV
+7.37%
10Y(CAGR)
Winner
EFV
+10.41%
USMV
+10.03%
Max(CAGR)
EFV
+6.20%
Winner
USMV
+11.88%
EFV vs USMV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFV | USMV |
|---|---|---|
| 2026 | +16.52% | +9.03% |
| 2025 | +42.78% | +7.81% |
| 2024 | +6.09% | +15.30% |
| 2023 | +17.94% | +10.24% |
| 2022 | -6.02% | -8.86% |
| 2021 | +10.61% | +22.56% |
| 2020 | -3.97% | +5.60% |
| 2019 | +16.14% | +28.82% |
| 2018 | -15.39% | +1.39% |
| 2017 | +20.26% | +18.60% |
| 2016 | +6.73% | +11.96% |
| 2015 | -5.58% | +5.37% |
| 2014 | -4.94% | +17.49% |
| 2013 | +19.72% | +22.60% |
| 2012 | +15.79% | +10.87% |
| 2011 | -13.17% | +5.67% |
| 2010 | +1.59% | N/A |
| 2009 | +26.61% | N/A |
| 2008 | -41.53% | N/A |
| 2007 | +3.83% | N/A |
| 2006 | +26.22% | N/A |
| 2005 | +10.86% | N/A |
EFV vs USMV Drawdown Comparison
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current EFV drawdown is -0.43%.
| Rank | EFV | USMV |
|---|---|---|
| #1 | -63.96% Oct 31, 2007 - Oct 10, 2017 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -43.16% Jan 26, 2018 - May 6, 2021 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -25.80% Feb 9, 2022 - Jul 13, 2023 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -14.78% May 9, 2006 - Oct 12, 2006 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -13.72% Mar 19, 2025 - Apr 28, 2025 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -12.13% Jul 12, 2007 - Oct 29, 2007 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -10.90% Feb 25, 2026 - Jul 6, 2026 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -9.39% Jun 7, 2021 - Jan 12, 2022 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -9.13% Sep 26, 2024 - Feb 14, 2025 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -8.78% Jul 28, 2023 - Dec 1, 2023 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -7.65% Feb 26, 2007 - Apr 5, 2007 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -6.58% Jul 17, 2024 - Aug 19, 2024 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -6.52% Sep 29, 2005 - Nov 22, 2005 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -5.14% Nov 12, 2025 - Dec 10, 2025 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -4.43% May 17, 2024 - Jul 12, 2024 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between EFV and USMV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
EFV vs USMV dividend yield comparison.
| Year | EFV | USMV |
|---|---|---|
| 2026 | 2.50% | 0.68% |
| 2025 | 4.16% | 1.49% |
| 2024 | 4.66% | 1.67% |
| 2023 | 4.36% | 1.82% |
| 2022 | 4.17% | 1.62% |
| 2021 | 4.07% | 1.26% |
| 2020 | 2.42% | 1.81% |
| 2019 | 4.62% | 1.88% |
| 2018 | 4.56% | 2.12% |
| 2017 | 3.56% | 1.77% |
| 2016 | 3.28% | 2.22% |
| 2015 | 3.59% | 2.02% |
| 2014 | 4.87% | 1.88% |
| 2013 | 3.19% | 2.18% |
| 2012 | 3.77% | 1.96% |
| 2011 | 4.52% | 0.29% |
| 2010 | 3.23% | 0.00% |
| 2009 | 2.97% | 0.00% |
| 2008 | 4.70% | 0.00% |
| 2007 | 4.51% | 0.00% |
| 2006 | 1.65% | 0.00% |
| 2005 | 0.45% | 0.00% |
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