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