USMV vs XLU
Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU, ETF).
5-Year PerformanceXLU has outperformed USMV, delivering a return of +9.4% compared to +7.2%
USMV vs XLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USMV
$23B
XLU
$22B
Expense Ratio
USMV
0.15%
Winner
XLU
0.08%
Max Drawdown
Winner
USMV
33.10%
XLU
55.68%
Sharpe Ratio
USMV
0.16
Winner
XLU
0.67
5Y Beta
USMV
0.47
Winner
XLU
0.33
P/E Ratio
USMV
22.38
Winner
XLU
19.62
Forward P/E
USMV
18.83
Winner
XLU
18.19
PEG Ratio
Winner
USMV
0.17
XLU
0.78
5Y Dividends CAGR
Winner
USMV
7.83%
XLU
3.84%
5Y EPS CAGR
Winner
USMV
18.92%
XLU
13.18%
Debt to Equity
Winner
USMV
46.12%
XLU
125.66%
P/S Ratio
Winner
USMV
2.23
XLU
2.83
P/B Ratio
USMV
4.21
Winner
XLU
2.28
USMV vs XLU - Holdings Comparison
USMV and XLU have 16 common holdings. Overlap is 7.23%
USMV's top 25 holdings weight is 34.49%. XLU's top 25 holdings weight is 91.85%.
| Rank | USMV | XLU |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 2.33% | NEXTERA ENERGY INC (NEE) - 12.97% |
| #2 | NVIDIA CORP (NVDA) - 1.73% | SOUTHERN CO (SO) - 7.51% |
| #3 | EXXON MOBIL CORP (XOM) - 1.57% | DUKE ENERGY CORP (DUK) - 7.07% |
| #4 | MICROSOFT CORP (MSFT) - 1.57% | CONSTELLATION ENERGY CORP (CEG) - 5.90% |
| #5 | DUKE ENERGY CORP (DUK) - 1.47% | AMERICAN ELECTRIC POWER CO INC (AEP) - 5.07% |
| #6 | CHUBB LTD (CB) - 1.47% | SEMPRA (SRE) - 4.35% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 1.47% | DOMINION ENERGY INC (D) - 4.15% |
| #8 | SOUTHERN CO (SO) - 1.47% | ENTERGY CORP (ETR) - 3.64% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.43% | VISTRA CORP (VST) - 3.42% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | EXELON CORP (EXC) - 3.40% |
| #11 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.35% | XCEL ENERGY INC (XEL) - 3.38% |
| #12 | WASTE MANAGEMENT INC (WM) - 1.35% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.88% |
| #13 | AMPHENOL CORP CLASS A (APH) - 1.32% | CONSOLIDATED EDISON INC (ED) - 2.82% |
| #14 | MOTOROLA SOLUTIONS INC (MSI) - 1.31% | WEC ENERGY GROUP INC (WEC) - 2.70% |
| #15 | MERCK & CO INC (MRK) - 1.29% | PG&E CORP (PCG) - 2.67% |
| #16 | CONSOLIDATED EDISON INC (ED) - 1.28% | DTE ENERGY CO (DTE) - 2.22% |
| #17 | CBOE GLOBAL MARKETS INC (CBOE) - 1.23% | AMEREN CORP (AEE) - 2.19% |
| #18 | REPUBLIC SERVICES INC (RSG) - 1.23% | ATMOS ENERGY CORP (ATO) - 2.04% |
| #19 | COCA-COLA CO (KO) - 1.21% | CENTERPOINT ENERGY INC (CNP) - 2.03% |
| #20 | MCKESSON CORP (MCK) - 1.20% | NRG ENERGY INC (NRG) - 2.03% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.19% | EDISON INTERNATIONAL (EIX) - 2.01% |
| #22 | WASTE CONNECTIONS INC (WCN) - 1.18% | PPL CORP (PPL) - 1.94% |
| #23 | MCDONALD'S CORP (MCD) - 1.17% | EVERSOURCE ENERGY (ES) - 1.91% |
| #24 | TJX COMPANIES INC (TJX) - 1.13% | AMERICAN WATER WORKS CO INC (AWK) - 1.80% |
| #25 | T-MOBILE US INC (TMUS) - 1.12% | FIRSTENERGY CORP (FE) - 1.75% |
| Total Holdings | 174 | 34 |
USMV vs XLU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMV
+1.65%
XLU
-1.46%
3M
Winner
USMV
+1.53%
XLU
-3.57%
6M
USMV
+2.34%
Winner
XLU
+5.47%
1Y
USMV
+4.00%
Winner
XLU
+11.82%
5Y(CAGR)
USMV
+7.25%
Winner
XLU
+9.39%
10Y(CAGR)
Winner
USMV
+9.92%
XLU
+9.25%
Max(CAGR)
Winner
USMV
+11.59%
XLU
+7.86%
USMV vs XLU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USMV | XLU |
|---|---|---|
| 2026 | +2.99% | +3.84% |
| 2025 | +7.81% | +15.12% |
| 2024 | +15.30% | +21.52% |
| 2023 | +10.24% | -7.17% |
| 2022 | -8.86% | +2.43% |
| 2021 | +22.56% | +20.74% |
| 2020 | +5.60% | +1.85% |
| 2019 | +28.82% | +28.12% |
| 2018 | +1.39% | +4.90% |
| 2017 | +18.60% | +12.31% |
| 2016 | +11.96% | +16.30% |
| 2015 | +5.37% | -5.35% |
| 2014 | +17.49% | +30.73% |
| 2013 | +22.60% | +11.01% |
| 2012 | +10.87% | +2.87% |
| 2011 | +5.67% | +19.04% |
| 2010 | N/A | +5.10% |
| 2009 | N/A | +9.16% |
| 2008 | N/A | -28.52% |
| 2007 | N/A | +18.09% |
| 2006 | N/A | +18.82% |
| 2005 | N/A | +17.72% |
| 2004 | N/A | +23.90% |
| 2003 | N/A | +23.54% |
| 2002 | N/A | -29.77% |
| 2001 | N/A | -11.65% |
| 2000 | N/A | +26.52% |
| 1999 | N/A | -5.71% |
USMV vs XLU Drawdown Comparison
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for XLU was -51.96%, occurring on Oct 9, 2002. Recovery took 933 trading sessions.
The current USMV drawdown is -1.39%. The current XLU drawdown is -6.06%.
| Rank | USMV | XLU |
|---|---|---|
| #1 | -33.10% Feb 14, 2020 - Jan 8, 2021 | -51.96% May 21, 2001 - Feb 8, 2005 |
| #2 | -17.92% Dec 29, 2021 - Jan 2, 2024 | -46.49% Dec 10, 2007 - Jun 14, 2012 |
| #3 | -12.69% Sep 21, 2018 - Feb 15, 2019 | -36.03% Feb 18, 2020 - Aug 5, 2021 |
| #4 | -9.50% Aug 17, 2015 - Dec 29, 2015 | -25.26% Sep 12, 2022 - Aug 1, 2024 |
| #5 | -9.36% Feb 28, 2025 - May 19, 2025 | -21.46% Nov 1, 1999 - Jun 13, 2000 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -15.71% Apr 8, 2022 - Aug 12, 2022 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -15.69% Jan 29, 2015 - Mar 8, 2016 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -15.59% Nov 14, 2017 - Oct 24, 2018 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -13.25% Dec 13, 2000 - May 21, 2001 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -12.44% Jul 6, 2016 - Mar 22, 2017 |
| #11 | -6.46% Feb 27, 2026 - Mar 27, 2026 | -12.04% Apr 30, 2013 - Feb 14, 2014 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -11.86% Oct 3, 2005 - Jul 19, 2006 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -11.73% May 18, 2007 - Oct 31, 2007 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -10.51% Nov 29, 2024 - May 16, 2025 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -9.94% Jul 30, 2012 - Feb 28, 2013 |
Correlation
Correlation between USMV and XLU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
USMV vs XLU dividend yield comparison.
| Year | USMV | XLU |
|---|---|---|
| 2026 | 0.41% | 0.70% |
| 2025 | 1.49% | 2.71% |
| 2024 | 1.67% | 2.96% |
| 2023 | 1.82% | 3.39% |
| 2022 | 1.62% | 2.92% |
| 2021 | 1.26% | 2.79% |
| 2020 | 1.81% | 3.14% |
| 2019 | 1.88% | 2.95% |
| 2018 | 2.12% | 3.33% |
| 2017 | 1.77% | 3.33% |
| 2016 | 2.22% | 3.41% |
| 2015 | 2.02% | 3.67% |
| 2014 | 1.88% | 3.19% |
| 2013 | 2.18% | 3.86% |
| 2012 | 1.96% | 4.14% |
| 2011 | 0.29% | 3.80% |
| 2010 | 0.00% | 4.06% |
| 2009 | 0.00% | 4.11% |
| 2008 | 0.00% | 4.26% |
| 2007 | 0.00% | 2.59% |
| 2006 | 0.00% | 3.23% |
| 2005 | 0.00% | 3.22% |
| 2004 | 0.00% | 3.14% |
| 2003 | 0.00% | 3.41% |
| 2002 | 0.00% | 4.81% |
| 2001 | 0.00% | 3.14% |
| 2000 | 0.00% | 4.26% |
| 1999 | 0.00% | 1.30% |
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