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USML vs USMV

Comparison between UBS AG London Branch (USML, ETF) and ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF).

5-Year PerformanceUSML has outperformed USMV, delivering a return of +7.8% compared to +7.3%

USML vs USMV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USML
$4.20M
Winner
USMV
$23B
Expense Ratio
USML
N/A
USMV
0.15%
Max Drawdown
USML
35.34%
Winner
USMV
33.10%
Sharpe Ratio
USML
0.01
Winner
USMV
0.09
5Y Beta
USML
0.93
Winner
USMV
0.48
P/E Ratio
USML
N/A
USMV
22.60
Forward P/E
USML
N/A
USMV
19.08
PEG Ratio
USML
N/A
USMV
0.16
5Y Dividends CAGR
USML
N/A
USMV
7.83%
5Y EPS CAGR
USML
N/A
USMV
20.13%
Debt to Equity
USML
N/A
USMV
45.37%
P/S Ratio
USML
N/A
USMV
2.22
P/B Ratio
USML
N/A
USMV
4.26

USML vs USMV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USML
+2.32%
USMV
+1.25%
3M
USML
-2.70%
Winner
USMV
-0.80%
6M
USML
+1.67%
Winner
USMV
+1.96%
1Y
USML
+2.92%
Winner
USMV
+4.34%
5Y(CAGR)
Winner
USML
+7.84%
USMV
+7.31%
10Y(CAGR)
USML
N/A
USMV
+9.87%
Max(CAGR)
USML
+10.26%
Winner
USMV
+11.57%

USML vs USMV - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

YearUSMLUSMV
2026+2.88%+2.55%
2025+9.65%+7.81%
2024+22.88%+15.30%
2023+11.25%+10.24%
2022-21.84%-8.86%
2021+42.12%+22.56%
2020N/A+5.60%
2019N/A+28.82%
2018N/A+1.39%
2017N/A+18.60%
2016N/A+11.96%
2015N/A+5.37%
2014N/A+17.49%
2013N/A+22.60%
2012N/A+10.87%
2011N/A+5.67%

USML vs USMV Drawdown Comparison

The maximum drawdown for USML was -35.34%, occurring on Oct 14, 2022. Recovery took 636 trading sessions.

The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current USML drawdown is -4.86%. The current USMV drawdown is -1.82%.

RankUSMLUSMV
#1-35.34%
Dec 29, 2021 - Jul 12, 2024
-33.10%
Feb 14, 2020 - Jan 8, 2021
#2-19.14%
Nov 29, 2024 - Feb 26, 2026
-17.92%
Dec 29, 2021 - Jan 2, 2024
#3-13.09%
Mar 2, 2026 - Mar 27, 2026
-12.69%
Sep 21, 2018 - Feb 15, 2019
#4-11.89%
Sep 3, 2021 - Nov 15, 2021
-9.50%
Aug 17, 2015 - Dec 29, 2015
#5-8.41%
Feb 9, 2021 - Mar 12, 2021
-9.36%
Feb 28, 2025 - May 19, 2025
#6-6.89%
Nov 16, 2021 - Dec 10, 2021
-9.17%
Jan 26, 2018 - Jul 25, 2018
#7-6.43%
Oct 18, 2024 - Nov 11, 2024
-7.31%
Jul 22, 2016 - Feb 13, 2017
#8-5.04%
May 10, 2021 - Jun 10, 2021
-7.14%
Dec 29, 2015 - Mar 3, 2016
#9-4.75%
Jul 31, 2024 - Aug 13, 2024
-6.86%
Nov 26, 2024 - Feb 28, 2025
#10-4.57%
Nov 11, 2024 - Nov 22, 2024
-6.64%
May 15, 2013 - Sep 18, 2013
#11-4.21%
Aug 30, 2024 - Sep 16, 2024
-6.46%
Feb 27, 2026 - Mar 27, 2026
#12-3.65%
Jul 17, 2024 - Jul 31, 2024
-6.03%
Sep 2, 2021 - Nov 3, 2021
#13-3.59%
Jun 14, 2021 - Jun 25, 2021
-5.94%
Oct 5, 2012 - Jan 10, 2013
#14-3.26%
Dec 16, 2021 - Dec 23, 2021
-5.38%
Nov 11, 2011 - Dec 6, 2011
#15-3.05%
Sep 16, 2024 - Oct 9, 2024
-5.13%
Dec 31, 2013 - Feb 18, 2014

Correlation

Correlation between USML and USMV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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