USMV vs EFV
Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and ISHARES MSCI EAFE VALUE ETF (EFV, ETF).
5-Year PerformanceEFV has outperformed USMV, delivering a return of +14.1% compared to +6.9%
USMV vs EFV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMV
$23B
Winner
EFV
$24B
Expense Ratio
Winner
USMV
0.15%
EFV
0.31%
Max Drawdown
Winner
USMV
33.10%
EFV
66.71%
Sharpe Ratio
USMV
0.22
Winner
EFV
1.70
5Y Beta
Winner
USMV
0.46
EFV
0.63
P/E Ratio
USMV
23.81
EFV
N/A
Forward P/E
USMV
19.59
EFV
N/A
PEG Ratio
USMV
0.20
EFV
N/A
5Y Dividends CAGR
USMV
4.73%
Winner
EFV
19.94%
5Y EPS CAGR
USMV
18.93%
EFV
N/A
Debt to Equity
USMV
45.20%
EFV
N/A
P/S Ratio
USMV
2.37
EFV
N/A
P/B Ratio
USMV
4.51
EFV
N/A
USMV vs EFV - Holdings Comparison
USMV and EFV have 1 common holdings. Overlap is -0.12%
USMV's top 25 holdings weight is 34.08%. EFV's top 25 holdings weight is 33.38%.
| Rank | USMV | EFV |
|---|---|---|
| #1 | AMPHENOL CORP CLASS A (APH) - 1.76% | HSBC HOLDINGS PLC (n/a) - 3.10% |
| #2 | JOHNSON & JOHNSON (JNJ) - 1.55% | NESTLE SA (n/a) - 2.46% |
| #3 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.54% | SHELL PLC (n/a) - 2.11% |
| #4 | WELLTOWER INC (WELL) - 1.54% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.07% |
| #5 | CHUBB LTD (CB) - 1.52% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.76% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.50% | ALLIANZ SE (n/a) - 1.70% |
| #7 | DUKE ENERGY CORP (DUK) - 1.48% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.70% |
| #8 | SOUTHERN CO (SO) - 1.48% | TOYOTA MOTOR CORP (n/a) - 1.52% |
| #9 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | TOTALENERGIES SE (TTE:XPAR) - 1.43% |
| #10 | WASTE MANAGEMENT INC (WM) - 1.38% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.41% |
| #11 | MERCK & CO INC (MRK) - 1.35% | SIEMENS AG (n/a) - 1.40% |
| #12 | NVIDIA CORP (NVDA) - 1.34% | IBERDROLA SA (n/a) - 1.36% |
| #13 | MOTOROLA SOLUTIONS INC (MSI) - 1.34% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.32% |
| #14 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.32% | UNILEVER PLC (n/a) - 1.23% |
| #15 | MICROSOFT CORP (MSFT) - 1.32% | BHP GROUP LTD (n/a) - 1.20% |
| #16 | VERIZON COMMUNICATIONS INC (VZ) - 1.28% | BANCO SANTANDER SA (n/a) - 1.19% |
| #17 | CONSOLIDATED EDISON INC (ED) - 1.27% | UNICREDIT SPA (n/a) - 1.17% |
| #18 | REPUBLIC SERVICES INC (RSG) - 1.26% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.12% |
| #19 | WASTE CONNECTIONS INC (WCN) - 1.26% | MIZUHO FINANCIAL GROUP INC (n/a) - 1.11% |
| #20 | EXXON MOBIL CORP (XOM) - 1.24% | BNP PARIBAS ACT. CAT.A (n/a) - 1.05% |
| #21 | NEWMONT CORP (NEM) - 1.22% | ORIX CORP (n/a) - 0.40% |
| #22 | COCA-COLA CO (KO) - 1.20% | RECKITT BENCKISER GROUP PLC (n/a) - 0.40% |
| #23 | MCKESSON CORP (MCK) - 1.18% | CSL LTD (n/a) - 0.39% |
| #24 | CENCORA INC (COR) - 1.15% | NOKIA OYJ (n/a) - 0.39% |
| #25 | MASTERCARD INC CLASS A (MA) - 1.14% | JAPAN TOBACCO INC (n/a) - 0.39% |
| Total Holdings | 169 | 403 |
USMV vs EFV - Historical Returns
Returns include dividend reinvestment.
1M
USMV
+2.41%
Winner
EFV
+2.77%
3M
USMV
+2.93%
Winner
EFV
+5.76%
6M
USMV
+3.08%
Winner
EFV
+10.72%
1Y
USMV
+5.45%
Winner
EFV
+30.34%
5Y(CAGR)
USMV
+6.85%
Winner
EFV
+14.14%
10Y(CAGR)
USMV
+9.45%
Winner
EFV
+10.39%
Max(CAGR)
Winner
USMV
+11.56%
EFV
+6.03%
USMV vs EFV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USMV | EFV |
|---|---|---|
| 2026 | +3.84% | +12.31% |
| 2025 | +7.81% | +42.78% |
| 2024 | +15.30% | +6.09% |
| 2023 | +10.24% | +17.94% |
| 2022 | -8.86% | -6.02% |
| 2021 | +22.56% | +10.61% |
| 2020 | +5.60% | -3.97% |
| 2019 | +28.82% | +16.14% |
| 2018 | +1.39% | -15.39% |
| 2017 | +18.60% | +20.26% |
| 2016 | +11.96% | +6.73% |
| 2015 | +5.37% | -5.58% |
| 2014 | +17.49% | -4.94% |
| 2013 | +22.60% | +19.72% |
| 2012 | +10.87% | +15.79% |
| 2011 | +5.67% | -13.17% |
| 2010 | N/A | +1.59% |
| 2009 | N/A | +26.61% |
| 2008 | N/A | -41.53% |
| 2007 | N/A | +3.83% |
| 2006 | N/A | +26.22% |
| 2005 | N/A | +10.86% |
USMV vs EFV Drawdown Comparison
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for EFV was -63.96%, occurring on Mar 9, 2009. Recovery took 2503 trading sessions.
The current USMV drawdown is -1.83%. The current EFV drawdown is -0.10%.
| Rank | USMV | EFV |
|---|---|---|
| #1 | -33.10% Feb 14, 2020 - Jan 8, 2021 | -63.96% Oct 31, 2007 - Oct 10, 2017 |
| #2 | -17.92% Dec 29, 2021 - Jan 2, 2024 | -43.16% Jan 26, 2018 - May 6, 2021 |
| #3 | -12.69% Sep 21, 2018 - Feb 15, 2019 | -25.80% Feb 9, 2022 - Jul 13, 2023 |
| #4 | -9.50% Aug 17, 2015 - Dec 29, 2015 | -14.78% May 9, 2006 - Oct 12, 2006 |
| #5 | -9.36% Feb 28, 2025 - May 19, 2025 | -13.72% Mar 19, 2025 - Apr 28, 2025 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -12.13% Jul 12, 2007 - Oct 29, 2007 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -10.90% Feb 25, 2026 - Jul 6, 2026 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -9.39% Jun 7, 2021 - Jan 12, 2022 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -9.13% Sep 26, 2024 - Feb 14, 2025 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -8.78% Jul 28, 2023 - Dec 1, 2023 |
| #11 | -6.46% Feb 27, 2026 - Jul 2, 2026 | -7.65% Feb 26, 2007 - Apr 5, 2007 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -6.58% Jul 17, 2024 - Aug 19, 2024 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -6.52% Sep 29, 2005 - Nov 22, 2005 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -5.14% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -4.43% May 17, 2024 - Jul 12, 2024 |
Correlation
Correlation between USMV and EFV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
USMV vs EFV dividend yield comparison.
| Year | USMV | EFV |
|---|---|---|
| 2026 | 0.72% | 2.59% |
| 2025 | 1.49% | 4.16% |
| 2024 | 1.67% | 4.66% |
| 2023 | 1.82% | 4.36% |
| 2022 | 1.62% | 4.17% |
| 2021 | 1.26% | 4.07% |
| 2020 | 1.81% | 2.42% |
| 2019 | 1.88% | 4.62% |
| 2018 | 2.12% | 4.56% |
| 2017 | 1.77% | 3.56% |
| 2016 | 2.22% | 3.28% |
| 2015 | 2.02% | 3.59% |
| 2014 | 1.88% | 4.87% |
| 2013 | 2.18% | 3.19% |
| 2012 | 1.96% | 3.77% |
| 2011 | 0.29% | 4.52% |
| 2010 | 0.00% | 3.23% |
| 2009 | 0.00% | 2.97% |
| 2008 | 0.00% | 4.70% |
| 2007 | 0.00% | 4.51% |
| 2006 | 0.00% | 1.65% |
| 2005 | 0.00% | 0.45% |
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