QUAL vs USMV
Comparison between ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceQUAL has outperformed USMV, delivering a return of +11.7% compared to +7.3%
QUAL vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
QUAL
$50B
USMV
$23B
Expense Ratio
QUAL
0.15%
USMV
0.15%
Max Drawdown
QUAL
34.06%
Winner
USMV
33.10%
Sharpe Ratio
Winner
QUAL
1.27
USMV
0.09
5Y Beta
QUAL
0.91
Winner
USMV
0.48
P/E Ratio
QUAL
28.58
Winner
USMV
22.60
Forward P/E
QUAL
23.76
Winner
USMV
19.08
PEG Ratio
QUAL
0.83
Winner
USMV
0.16
5Y Dividends CAGR
QUAL
7.13%
Winner
USMV
7.83%
5Y EPS CAGR
Winner
QUAL
28.83%
USMV
20.13%
Debt to Equity
QUAL
55.98%
Winner
USMV
45.37%
P/S Ratio
QUAL
4.58
Winner
USMV
2.22
P/B Ratio
QUAL
7.58
Winner
USMV
4.26
QUAL vs USMV - Holdings Comparison
QUAL and USMV have 54 common holdings. Overlap is 25.95%
QUAL's top 25 holdings weight is 65.86%. USMV's top 25 holdings weight is 34.49%.
| Rank | QUAL | USMV |
|---|---|---|
| #1 | APPLE INC (AAPL) - 6.90% | CISCO SYSTEMS INC (CSCO) - 2.33% |
| #2 | NVIDIA CORP (NVDA) - 6.79% | NVIDIA CORP (NVDA) - 1.73% |
| #3 | MICROSOFT CORP (MSFT) - 5.00% | EXXON MOBIL CORP (XOM) - 1.57% |
| #4 | LAM RESEARCH CORP (LRCX) - 3.69% | MICROSOFT CORP (MSFT) - 1.57% |
| #5 | META PLATFORMS INC CLASS A (META) - 3.37% | DUKE ENERGY CORP (DUK) - 1.47% |
| #6 | ELI LILLY AND CO (LLY) - 3.21% | CHUBB LTD (CB) - 1.47% |
| #7 | TJX COMPANIES INC (TJX) - 3.11% | VERIZON COMMUNICATIONS INC (VZ) - 1.47% |
| #8 | VISA INC CLASS A (V) - 2.97% | SOUTHERN CO (SO) - 1.47% |
| #9 | KLA CORP (KLAC) - 2.90% | JOHNSON & JOHNSON (JNJ) - 1.43% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.59% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #11 | ALPHABET INC CLASS A (GOOGL) - 2.44% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.35% |
| #12 | CATERPILLAR INC (CAT) - 2.40% | WASTE MANAGEMENT INC (WM) - 1.35% |
| #13 | MASTERCARD INC CLASS A (MA) - 2.20% | AMPHENOL CORP CLASS A (APH) - 1.32% |
| #14 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.10% | MOTOROLA SOLUTIONS INC (MSI) - 1.31% |
| #15 | ALPHABET INC CLASS C (GOOG) - 2.03% | MERCK & CO INC (MRK) - 1.29% |
| #16 | JOHNSON & JOHNSON (JNJ) - 1.89% | CONSOLIDATED EDISON INC (ED) - 1.28% |
| #17 | NETFLIX INC (NFLX) - 1.82% | CBOE GLOBAL MARKETS INC (CBOE) - 1.23% |
| #18 | QUALCOMM INC (QCOM) - 1.81% | REPUBLIC SERVICES INC (RSG) - 1.23% |
| #19 | SLB LTD (SLB) - 1.52% | COCA-COLA CO (KO) - 1.21% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.28% | MCKESSON CORP (MCK) - 1.20% |
| #21 | ARISTA NETWORKS INC (ANET) - 1.28% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.19% |
| #22 | MERCK & CO INC (MRK) - 1.17% | WASTE CONNECTIONS INC (WCN) - 1.18% |
| #23 | FORTINET INC (FTNT) - 1.16% | MCDONALD'S CORP (MCD) - 1.17% |
| #24 | ADOBE INC (ADBE) - 1.14% | TJX COMPANIES INC (TJX) - 1.13% |
| #25 | ATMOS ENERGY CORP (ATO) - 1.09% | T-MOBILE US INC (TMUS) - 1.12% |
| Total Holdings | 125 | 174 |
QUAL vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QUAL
+2.72%
USMV
+1.25%
3M
Winner
QUAL
+5.91%
USMV
-0.80%
6M
Winner
QUAL
+7.26%
USMV
+1.96%
1Y
Winner
QUAL
+20.14%
USMV
+4.34%
5Y(CAGR)
Winner
QUAL
+11.70%
USMV
+7.31%
10Y(CAGR)
Winner
QUAL
+14.08%
USMV
+9.87%
Max(CAGR)
Winner
QUAL
+13.59%
USMV
+11.57%
QUAL vs USMV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | QUAL | USMV |
|---|---|---|
| 2026 | +7.23% | +2.55% |
| 2025 | +12.95% | +7.81% |
| 2024 | +23.18% | +15.30% |
| 2023 | +31.26% | +10.24% |
| 2022 | -20.28% | -8.86% |
| 2021 | +28.99% | +22.56% |
| 2020 | +16.02% | +5.60% |
| 2019 | +33.96% | +28.82% |
| 2018 | -6.11% | +1.39% |
| 2017 | +21.39% | +18.60% |
| 2016 | +10.84% | +11.96% |
| 2015 | +5.47% | +5.37% |
| 2014 | +12.54% | +17.49% |
| 2013 | +13.45% | +22.60% |
| 2012 | N/A | +10.87% |
| 2011 | N/A | +5.67% |
QUAL vs USMV Drawdown Comparison
The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current QUAL drawdown is -1.93%. The current USMV drawdown is -1.82%.
| Rank | QUAL | USMV |
|---|---|---|
| #1 | -34.06% Feb 19, 2020 - Aug 12, 2020 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -28.22% Dec 29, 2021 - Dec 11, 2023 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -20.46% Sep 21, 2018 - Apr 5, 2019 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -18.00% Dec 4, 2024 - Jul 23, 2025 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -11.49% Jul 20, 2015 - Oct 28, 2015 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -11.20% Nov 3, 2015 - Apr 1, 2016 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -9.92% Jan 26, 2018 - Aug 20, 2018 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -9.03% Feb 25, 2026 - Apr 17, 2026 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -8.69% Sep 2, 2020 - Nov 9, 2020 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -7.63% Jul 16, 2024 - Aug 21, 2024 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -7.40% Aug 30, 2021 - Oct 29, 2021 | -6.46% Feb 27, 2026 - Mar 27, 2026 |
| #12 | -6.92% Apr 23, 2019 - Jun 20, 2019 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -6.63% Sep 19, 2014 - Oct 30, 2014 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -6.58% Mar 21, 2024 - May 15, 2024 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -6.46% Jan 21, 2014 - Feb 26, 2014 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between QUAL and USMV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2011 - 2026)
QUAL vs USMV dividend yield comparison.
| Year | QUAL | USMV |
|---|---|---|
| 2026 | 0.20% | 0.41% |
| 2025 | 0.94% | 1.49% |
| 2024 | 1.02% | 1.67% |
| 2023 | 1.23% | 1.82% |
| 2022 | 1.59% | 1.62% |
| 2021 | 1.20% | 1.26% |
| 2020 | 1.39% | 1.81% |
| 2019 | 1.60% | 1.88% |
| 2018 | 2.00% | 2.12% |
| 2017 | 1.76% | 1.77% |
| 2016 | 1.96% | 2.22% |
| 2015 | 1.63% | 2.02% |
| 2014 | 1.35% | 1.88% |
| 2013 | 0.63% | 2.18% |
| 2012 | 0.00% | 1.96% |
| 2011 | 0.00% | 0.29% |
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