USMV vs SDY
Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceSDY has outperformed USMV, delivering a return of +7.8% compared to +7.2%
USMV vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USMV
$24B
SDY
$24B
Expense Ratio
Winner
USMV
0.15%
SDY
0.35%
Max Drawdown
Winner
USMV
33.10%
SDY
58.57%
Sharpe Ratio
USMV
0.57
Winner
SDY
1.00
5Y Beta
USMV
0.46
Winner
SDY
0.45
P/E Ratio
USMV
24.12
Winner
SDY
20.75
Forward P/E
USMV
20.29
Winner
SDY
17.86
PEG Ratio
Winner
USMV
0.21
SDY
1.91
5Y Dividends CAGR
USMV
4.73%
Winner
SDY
7.50%
5Y EPS CAGR
Winner
USMV
17.43%
SDY
7.48%
Debt to Equity
Winner
USMV
17.90%
SDY
20.27%
P/S Ratio
USMV
2.34
Winner
SDY
1.95
P/B Ratio
USMV
4.51
Winner
SDY
3.18
USMV vs SDY - Holdings Comparison
USMV and SDY have 42 common holdings. Overlap is 24.56%
USMV's top 25 holdings weight is 34.38%. SDY's top 25 holdings weight is 36.60%.
| Rank | USMV | SDY |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 1.70% | VERIZON COMMUNICATIONS INC (VZ) - 2.14% |
| #2 | AMPHENOL CORP CLASS A (APH) - 1.60% | REALTY INCOME CORP (O) - 2.13% |
| #3 | WELLTOWER INC (WELL) - 1.55% | KIMBERLY-CLARK CORP (KMB) - 1.75% |
| #4 | CHUBB LTD (CB) - 1.53% | KENVUE INC (KVUE) - 1.75% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.52% | ABBVIE INC (ABBV) - 1.62% |
| #6 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% | QUALCOMM INC (QCOM) - 1.56% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.46% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #8 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.44% | TARGET CORP (TGT) - 1.54% |
| #9 | DUKE ENERGY CORP (DUK) - 1.43% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #10 | SOUTHERN CO (SO) - 1.41% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.41% | SYSCO CORP (SYY) - 1.41% |
| #12 | MOTOROLA SOLUTIONS INC (MSI) - 1.39% | WEC ENERGY GROUP INC (WEC) - 1.40% |
| #13 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.38% | EVERSOURCE ENERGY (ES) - 1.35% |
| #14 | WASTE MANAGEMENT INC (WM) - 1.38% | PEPSICO INC (PEP) - 1.33% |
| #15 | NVIDIA CORP (NVDA) - 1.36% | SOUTHERN CO (SO) - 1.33% |
| #16 | MERCK & CO INC (MRK) - 1.32% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | MCKESSON CORP (MCK) - 1.27% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% |
| #18 | COCA-COLA CO (KO) - 1.26% | MEDTRONIC PLC (MDT) - 1.30% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.25% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #20 | WASTE CONNECTIONS INC (WCN) - 1.25% | CHEVRON CORP (CVX) - 1.27% |
| #21 | CENCORA INC (COR) - 1.23% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #22 | NEWMONT CORP (NEM) - 1.23% | XCEL ENERGY INC (XEL) - 1.26% |
| #23 | CONSOLIDATED EDISON INC (ED) - 1.22% | COCA-COLA CO (KO) - 1.26% |
| #24 | REPUBLIC SERVICES INC (RSG) - 1.21% | PROCTER & GAMBLE CO (PG) - 1.25% |
| #25 | TJX COMPANIES INC (TJX) - 1.11% | PPG INDUSTRIES INC (PPG) - 1.21% |
| Total Holdings | 169 | 158 |
USMV vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMV
+4.85%
SDY
+3.14%
3M
USMV
+5.73%
Winner
SDY
+7.18%
6M
Winner
USMV
+6.00%
SDY
+3.49%
1Y
USMV
+8.96%
Winner
SDY
+15.33%
5Y(CAGR)
USMV
+7.20%
Winner
SDY
+7.85%
10Y(CAGR)
Winner
USMV
+10.09%
SDY
+9.54%
Max(CAGR)
Winner
USMV
+11.85%
SDY
+9.14%
USMV vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USMV | SDY |
|---|---|---|
| 2026 | +8.88% | +14.56% |
| 2025 | +7.81% | +8.85% |
| 2024 | +15.30% | +8.00% |
| 2023 | +10.24% | +2.35% |
| 2022 | -8.86% | -0.44% |
| 2021 | +22.56% | +27.12% |
| 2020 | +5.60% | +2.06% |
| 2019 | +28.82% | +24.12% |
| 2018 | +1.39% | -2.82% |
| 2017 | +18.60% | +15.46% |
| 2016 | +11.96% | +21.95% |
| 2015 | +5.37% | -0.69% |
| 2014 | +17.49% | +15.05% |
| 2013 | +22.60% | +27.23% |
| 2012 | +10.87% | +10.85% |
| 2011 | +5.67% | +6.44% |
| 2010 | N/A | +14.94% |
| 2009 | N/A | +16.62% |
| 2008 | N/A | -21.76% |
| 2007 | N/A | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
USMV vs SDY Drawdown Comparison
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current USMV drawdown is -0.14%. The current SDY drawdown is -0.34%.
| Rank | USMV | SDY |
|---|---|---|
| #1 | -33.10% Feb 14, 2020 - Jan 8, 2021 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -17.92% Dec 29, 2021 - Jan 2, 2024 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -12.69% Sep 21, 2018 - Feb 15, 2019 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -9.50% Aug 17, 2015 - Dec 29, 2015 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -9.36% Feb 28, 2025 - May 19, 2025 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -6.46% Feb 27, 2026 - Jul 2, 2026 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -7.67% Feb 27, 2026 - Jul 2, 2026 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between USMV and SDY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
USMV vs SDY dividend yield comparison.
| Year | USMV | SDY |
|---|---|---|
| 2026 | 0.68% | 1.16% |
| 2025 | 1.49% | 2.61% |
| 2024 | 1.67% | 2.56% |
| 2023 | 1.82% | 2.64% |
| 2022 | 1.62% | 2.55% |
| 2021 | 1.26% | 2.63% |
| 2020 | 1.81% | 2.85% |
| 2019 | 1.88% | 2.45% |
| 2018 | 2.12% | 2.73% |
| 2017 | 1.77% | 4.69% |
| 2016 | 2.22% | 3.30% |
| 2015 | 2.02% | 6.20% |
| 2014 | 1.88% | 4.74% |
| 2013 | 2.18% | 3.95% |
| 2012 | 1.96% | 3.28% |
| 2011 | 0.29% | 3.23% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.75% |
| 2008 | 0.00% | 5.44% |
| 2007 | 0.00% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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