SPLV vs USMV
Comparison between INVESCO S&P 500 LOW VOLATILITY ETF (SPLV, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).
5-Year PerformanceUSMV has outperformed SPLV, delivering a return of +6.9% compared to +6.2%
SPLV vs USMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPLV
$7.10B
Winner
USMV
$23B
Expense Ratio
SPLV
0.25%
Winner
USMV
0.15%
Max Drawdown
SPLV
36.56%
Winner
USMV
33.10%
Sharpe Ratio
Winner
SPLV
0.29
USMV
0.22
5Y Beta
Winner
SPLV
0.31
USMV
0.46
P/E Ratio
Winner
SPLV
21.29
USMV
23.81
Forward P/E
SPLV
20.85
Winner
USMV
19.59
PEG Ratio
SPLV
0.87
Winner
USMV
0.20
5Y Dividends CAGR
Winner
SPLV
10.26%
USMV
4.73%
5Y EPS CAGR
SPLV
11.38%
Winner
USMV
18.93%
Debt to Equity
SPLV
60.20%
Winner
USMV
45.20%
P/S Ratio
SPLV
3.50
Winner
USMV
2.37
P/B Ratio
Winner
SPLV
2.87
USMV
4.51
SPLV vs USMV - Holdings Comparison
SPLV and USMV have 50 common holdings. Overlap is 32.68%
SPLV's top 25 holdings weight is 29.88%. USMV's top 25 holdings weight is 34.08%.
| Rank | SPLV | USMV |
|---|---|---|
| #1 | LOEWS CORP (L) - 1.35% | AMPHENOL CORP CLASS A (APH) - 1.76% |
| #2 | FIRSTENERGY CORP (FE) - 1.35% | JOHNSON & JOHNSON (JNJ) - 1.55% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.27% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.54% |
| #4 | PINNACLE WEST CAPITAL CORP (PNW) - 1.23% | WELLTOWER INC (WELL) - 1.54% |
| #5 | AMEREN CORP (AEE) - 1.23% | CHUBB LTD (CB) - 1.52% |
| #6 | ALLIANT ENERGY CORP (LNT) - 1.23% | CISCO SYSTEMS INC (CSCO) - 1.50% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.22% | DUKE ENERGY CORP (DUK) - 1.48% |
| #8 | EVERGY INC (EVRG) - 1.22% | SOUTHERN CO (SO) - 1.48% |
| #9 | DUKE ENERGY CORP (DUK) - 1.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #10 | DTE ENERGY CO (DTE) - 1.21% | WASTE MANAGEMENT INC (WM) - 1.38% |
| #11 | WEC ENERGY GROUP INC (WEC) - 1.21% | MERCK & CO INC (MRK) - 1.35% |
| #12 | CENTERPOINT ENERGY INC (CNP) - 1.19% | NVIDIA CORP (NVDA) - 1.34% |
| #13 | REALTY INCOME CORP (O) - 1.19% | MOTOROLA SOLUTIONS INC (MSI) - 1.34% |
| #14 | COCA-COLA CO (KO) - 1.18% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.32% |
| #15 | REGENCY CENTERS CORP (REG) - 1.17% | MICROSOFT CORP (MSFT) - 1.32% |
| #16 | LINDE PLC (LIN) - 1.16% | VERIZON COMMUNICATIONS INC (VZ) - 1.28% |
| #17 | CMS ENERGY CORP (CMS) - 1.16% | CONSOLIDATED EDISON INC (ED) - 1.27% |
| #18 | DOMINION ENERGY INC (D) - 1.16% | REPUBLIC SERVICES INC (RSG) - 1.26% |
| #19 | BANK OF NEW YORK MELLON CORP (BNY) - 1.15% | WASTE CONNECTIONS INC (WCN) - 1.26% |
| #20 | SOUTHERN CO (SO) - 1.15% | EXXON MOBIL CORP (XOM) - 1.24% |
| #21 | REPUBLIC SERVICES INC (RSG) - 1.14% | NEWMONT CORP (NEM) - 1.22% |
| #22 | CINTAS CORP (CTAS) - 1.14% | COCA-COLA CO (KO) - 1.20% |
| #23 | ATMOS ENERGY CORP (ATO) - 1.13% | MCKESSON CORP (MCK) - 1.18% |
| #24 | AFLAC INC (AFL) - 1.13% | CENCORA INC (COR) - 1.15% |
| #25 | CHUBB LTD (CB) - 1.10% | MASTERCARD INC CLASS A (MA) - 1.14% |
| Total Holdings | 106 | 169 |
SPLV vs USMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPLV
+3.59%
USMV
+2.41%
3M
Winner
SPLV
+3.63%
USMV
+2.93%
6M
Winner
SPLV
+4.92%
USMV
+3.08%
1Y
Winner
SPLV
+6.48%
USMV
+5.45%
5Y(CAGR)
SPLV
+6.23%
Winner
USMV
+6.85%
10Y(CAGR)
SPLV
+8.12%
Winner
USMV
+9.45%
Max(CAGR)
SPLV
+10.14%
Winner
USMV
+11.56%
SPLV vs USMV - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPLV | USMV |
|---|---|---|
| 2026 | +7.73% | +3.84% |
| 2025 | +4.53% | +7.81% |
| 2024 | +12.93% | +15.30% |
| 2023 | +0.57% | +10.24% |
| 2022 | -3.95% | -8.86% |
| 2021 | +25.59% | +22.56% |
| 2020 | -0.65% | +5.60% |
| 2019 | +29.84% | +28.82% |
| 2018 | +0.54% | +1.39% |
| 2017 | +17.18% | +18.60% |
| 2016 | +11.86% | +11.96% |
| 2015 | +3.90% | +5.37% |
| 2014 | +18.78% | +17.49% |
| 2013 | +20.63% | +22.60% |
| 2012 | +10.55% | +10.87% |
| 2011 | +6.95% | +5.67% |
SPLV vs USMV Drawdown Comparison
The maximum drawdown for SPLV was -36.25%, occurring on Mar 23, 2020. Recovery took 297 trading sessions.
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current SPLV drawdown is -1.39%. The current USMV drawdown is -1.83%.
| Rank | SPLV | USMV |
|---|---|---|
| #1 | -36.25% Feb 14, 2020 - Apr 21, 2021 | -33.10% Feb 14, 2020 - Jan 8, 2021 |
| #2 | -17.26% Apr 20, 2022 - Jun 24, 2024 | -17.92% Dec 29, 2021 - Jan 2, 2024 |
| #3 | -12.49% Jul 7, 2011 - Oct 27, 2011 | -12.69% Sep 21, 2018 - Feb 15, 2019 |
| #4 | -11.51% Dec 3, 2018 - Feb 8, 2019 | -9.50% Aug 17, 2015 - Dec 29, 2015 |
| #5 | -11.30% Aug 18, 2015 - Oct 28, 2015 | -9.36% Feb 28, 2025 - May 19, 2025 |
| #6 | -9.10% Mar 3, 2025 - Aug 20, 2025 | -9.17% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -9.02% Dec 31, 2021 - Apr 6, 2022 | -7.31% Jul 22, 2016 - Feb 13, 2017 |
| #8 | -8.91% Jan 26, 2018 - Jul 26, 2018 | -7.14% Dec 29, 2015 - Mar 3, 2016 |
| #9 | -8.59% Nov 29, 2024 - Mar 3, 2025 | -6.86% Nov 26, 2024 - Feb 28, 2025 |
| #10 | -7.72% Jul 22, 2016 - Feb 16, 2017 | -6.64% May 15, 2013 - Sep 18, 2013 |
| #11 | -7.52% Dec 29, 2015 - Mar 11, 2016 | -6.46% Feb 27, 2026 - Jul 2, 2026 |
| #12 | -7.41% Mar 2, 2026 - Jul 7, 2026 | -6.03% Sep 2, 2021 - Nov 3, 2021 |
| #13 | -7.13% May 17, 2013 - Jul 18, 2013 | -5.94% Oct 5, 2012 - Jan 10, 2013 |
| #14 | -6.02% Sep 13, 2018 - Nov 30, 2018 | -5.38% Nov 11, 2011 - Dec 6, 2011 |
| #15 | -6.02% Oct 27, 2011 - Dec 20, 2011 | -5.13% Dec 31, 2013 - Feb 18, 2014 |
Correlation
Correlation between SPLV and USMV is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2011 - 2026)
SPLV vs USMV dividend yield comparison.
| Year | SPLV | USMV |
|---|---|---|
| 2026 | 1.26% | 0.72% |
| 2025 | 2.04% | 1.49% |
| 2024 | 1.88% | 1.67% |
| 2023 | 2.45% | 1.82% |
| 2022 | 2.11% | 1.62% |
| 2021 | 1.51% | 1.26% |
| 2020 | 2.12% | 1.81% |
| 2019 | 2.08% | 1.88% |
| 2018 | 2.18% | 2.12% |
| 2017 | 2.03% | 1.77% |
| 2016 | 2.03% | 2.22% |
| 2015 | 2.28% | 2.02% |
| 2014 | 2.20% | 1.88% |
| 2013 | 2.60% | 2.18% |
| 2012 | 3.01% | 1.96% |
| 2011 | 2.11% | 0.29% |
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