USMV vs IYW
Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and ISHARES U.S. TECHNOLOGY ETF (IYW, ETF).
5-Year PerformanceIYW has outperformed USMV, delivering a return of +19.0% compared to +7.2%
USMV vs IYW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMV
$24B
IYW
$24B
Expense Ratio
Winner
USMV
0.15%
IYW
0.38%
Max Drawdown
Winner
USMV
33.10%
IYW
81.90%
Sharpe Ratio
USMV
0.57
Winner
IYW
1.31
5Y Beta
Winner
USMV
0.46
IYW
1.45
P/E Ratio
Winner
USMV
24.12
IYW
34.00
Forward P/E
Winner
USMV
20.29
IYW
22.02
PEG Ratio
USMV
0.21
IYW
N/A
5Y Dividends CAGR
Winner
USMV
4.73%
IYW
-5.88%
5Y EPS CAGR
USMV
17.43%
Winner
IYW
37.10%
Debt to Equity
Winner
USMV
17.90%
IYW
55.87%
P/S Ratio
Winner
USMV
2.34
IYW
7.69
P/B Ratio
Winner
USMV
4.51
IYW
9.41
USMV vs IYW - Holdings Comparison
USMV and IYW have 46 common holdings. Overlap is 20.80%
USMV's top 25 holdings weight is 34.38%. IYW's top 25 holdings weight is 83.36%.
| Rank | USMV | IYW |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 1.70% | NVIDIA CORP (NVDA) - 13.73% |
| #2 | AMPHENOL CORP CLASS A (APH) - 1.60% | APPLE INC (AAPL) - 12.62% |
| #3 | WELLTOWER INC (WELL) - 1.55% | MICROSOFT CORP (MSFT) - 10.95% |
| #4 | CHUBB LTD (CB) - 1.53% | ALPHABET INC CLASS A (GOOGL) - 6.33% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.52% | ALPHABET INC CLASS C (GOOG) - 5.15% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% | BROADCOM INC (AVGO) - 4.55% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.46% | META PLATFORMS INC CLASS A (META) - 3.93% |
| #8 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% | ADVANCED MICRO DEVICES INC (AMD) - 3.04% |
| #9 | DUKE ENERGY CORP (DUK) - 1.43% | MICRON TECHNOLOGY INC (MU) - 2.93% |
| #10 | SOUTHERN CO (SO) - 1.41% | APPLIED MATERIALS INC (AMAT) - 2.09% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.41% | INTEL CORP (INTC) - 2.03% |
| #12 | MOTOROLA SOLUTIONS INC (MSI) - 1.39% | LAM RESEARCH CORP (LRCX) - 1.88% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% | PALO ALTO NETWORKS INC (PANW) - 1.43% |
| #14 | WASTE MANAGEMENT INC (WM) - 1.38% | n/a (PLTR) - 1.42% |
| #15 | NVIDIA CORP (NVDA) - 1.36% | TEXAS INSTRUMENTS INC (TXN) - 1.25% |
| #16 | MERCK & CO INC (MRK) - 1.32% | ORACLE CORP (ORCL) - 1.24% |
| #17 | MCKESSON CORP (MCK) - 1.27% | KLA CORP (KLAC) - 1.22% |
| #18 | COCA-COLA CO (KO) - 1.26% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.08% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.25% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.04% |
| #20 | WASTE CONNECTIONS INC (WCN) - 1.25% | AMPHENOL CORP CLASS A (APH) - 1.02% |
| #21 | CENCORA INC (COR) - 1.23% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.95% |
| #22 | NEWMONT CORP (NEM) - 1.23% | WESTERN DIGITAL CORP (WDC) - 0.91% |
| #23 | CONSOLIDATED EDISON INC (ED) - 1.22% | ANALOG DEVICES INC (ADI) - 0.90% |
| #24 | REPUBLIC SERVICES INC (RSG) - 1.21% | MARVELL TECHNOLOGY INC (MRVL) - 0.86% |
| #25 | TJX COMPANIES INC (TJX) - 1.11% | QUALCOMM INC (QCOM) - 0.81% |
| Total Holdings | 169 | 152 |
USMV vs IYW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMV
+4.85%
IYW
+1.15%
3M
Winner
USMV
+5.73%
IYW
+3.02%
6M
USMV
+6.00%
Winner
IYW
+28.24%
1Y
USMV
+8.96%
Winner
IYW
+38.61%
5Y(CAGR)
USMV
+7.20%
Winner
IYW
+19.04%
10Y(CAGR)
USMV
+10.09%
Winner
IYW
+24.55%
Max(CAGR)
Winner
USMV
+11.85%
IYW
+9.35%
USMV vs IYW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | USMV | IYW |
|---|---|---|
| 2026 | +8.88% | +23.77% |
| 2025 | +7.81% | +25.36% |
| 2024 | +15.30% | +33.77% |
| 2023 | +10.24% | +66.65% |
| 2022 | -8.86% | -35.16% |
| 2021 | +22.56% | +37.48% |
| 2020 | +5.60% | +44.47% |
| 2019 | +28.82% | +46.32% |
| 2018 | +1.39% | -2.40% |
| 2017 | +18.60% | +35.59% |
| 2016 | +11.96% | +15.48% |
| 2015 | +5.37% | +4.03% |
| 2014 | +17.49% | +20.70% |
| 2013 | +22.60% | +22.71% |
| 2012 | +10.87% | +9.98% |
| 2011 | +5.67% | -1.28% |
| 2010 | N/A | +10.59% |
| 2009 | N/A | +57.56% |
| 2008 | N/A | -42.02% |
| 2007 | N/A | +14.50% |
| 2006 | N/A | +7.37% |
| 2005 | N/A | +3.73% |
| 2004 | N/A | +0.96% |
| 2003 | N/A | +43.69% |
| 2002 | N/A | -40.37% |
| 2001 | N/A | -22.34% |
| 2000 | N/A | -32.09% |
USMV vs IYW Drawdown Comparison
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The current USMV drawdown is -0.14%. The current IYW drawdown is -4.86%.
| Rank | USMV | IYW |
|---|---|---|
| #1 | -33.10% Feb 14, 2020 - Jan 8, 2021 | -81.90% Jul 17, 2000 - Jan 24, 2017 |
| #2 | -17.92% Dec 29, 2021 - Jan 2, 2024 | -39.44% Dec 27, 2021 - Nov 20, 2023 |
| #3 | -12.69% Sep 21, 2018 - Feb 15, 2019 | -30.47% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -9.50% Aug 17, 2015 - Dec 29, 2015 | -26.47% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -9.36% Feb 28, 2025 - May 19, 2025 | -23.96% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -17.81% Oct 29, 2025 - Apr 22, 2026 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -16.11% Jul 10, 2024 - Nov 7, 2024 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -13.30% Sep 2, 2020 - Dec 4, 2020 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -12.91% Apr 29, 2019 - Jul 12, 2019 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -12.52% Jun 2, 2026 - Jul 29, 2026 |
| #11 | -6.46% Feb 27, 2026 - Jul 2, 2026 | -11.44% Feb 12, 2021 - Apr 8, 2021 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -10.54% Jan 26, 2018 - Feb 26, 2018 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -10.21% Mar 12, 2018 - Jun 1, 2018 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -8.84% Apr 15, 2021 - Jun 11, 2021 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -8.67% Mar 22, 2024 - May 15, 2024 |
Correlation
Correlation between USMV and IYW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
USMV vs IYW dividend yield comparison.
| Year | USMV | IYW |
|---|---|---|
| 2026 | 0.68% | 0.06% |
| 2025 | 1.49% | 0.14% |
| 2024 | 1.67% | 0.21% |
| 2023 | 1.82% | 0.34% |
| 2022 | 1.62% | 0.50% |
| 2021 | 1.26% | 0.31% |
| 2020 | 1.81% | 0.56% |
| 2019 | 1.88% | 0.72% |
| 2018 | 2.12% | 0.92% |
| 2017 | 1.77% | 0.82% |
| 2016 | 2.22% | 1.14% |
| 2015 | 2.02% | 1.12% |
| 2014 | 1.88% | 1.13% |
| 2013 | 2.18% | 1.06% |
| 2012 | 1.96% | 0.94% |
| 2011 | 0.29% | 0.61% |
| 2010 | 0.00% | 0.43% |
| 2009 | 0.00% | 0.45% |
| 2008 | 0.00% | 0.65% |
| 2007 | 0.00% | 0.21% |
| 2006 | 0.00% | 0.14% |
| 2005 | 0.00% | 0.15% |
| 2004 | 0.00% | 1.44% |
Select Stocks to Compare
Popular: USMV vs SPYIYW vs SPY
More Comparisons
Compare with similar stocks
Compare USMV with:
Compare IYW with:
Popular suggestions:
QUAL vs USMV
ISHARES MSCI USA QUALITY FACTOR ETF vs ISHARES MSCI USA MIN VOL FACTOR ETF
USMV vs SPLV
ISHARES MSCI USA MIN VOL FACTOR ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SPLV vs USMV
INVESCO S&P 500 LOW VOLATILITY ETF vs ISHARES MSCI USA MIN VOL FACTOR ETF
IYW vs IGM
ISHARES U.S. TECHNOLOGY ETF vs ISHARES EXPANDED TECH SECTOR ETF
USML vs USMV
UBS AG London Branch vs ISHARES MSCI USA MIN VOL FACTOR ETF
VFMV vs USMV
VANGUARD U.S. MINIMUM VOLATILITY ETF ETF SHARES vs ISHARES MSCI USA MIN VOL FACTOR ETF
ACWV vs USMV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF vs ISHARES MSCI USA MIN VOL FACTOR ETF