USMV vs XLY
Comparison between ISHARES MSCI USA MIN VOL FACTOR ETF (USMV, ETF) and STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (XLY, ETF).
5-Year PerformanceUSMV has outperformed XLY, delivering a return of +7.2% compared to +6.9%
USMV vs XLY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USMV
$23B
Winner
XLY
$24B
Expense Ratio
USMV
0.15%
Winner
XLY
0.08%
Max Drawdown
Winner
USMV
33.10%
XLY
60.13%
Sharpe Ratio
USMV
0.13
Winner
XLY
0.36
5Y Beta
Winner
USMV
0.47
XLY
1.16
P/E Ratio
Winner
USMV
23.25
XLY
31.71
Forward P/E
Winner
USMV
19.07
XLY
26.47
PEG Ratio
Winner
USMV
0.21
XLY
1.24
5Y Dividends CAGR
USMV
4.73%
Winner
XLY
9.70%
5Y EPS CAGR
Winner
USMV
19.00%
XLY
16.76%
Debt to Equity
USMV
41.73%
Winner
XLY
-176.23%
P/S Ratio
Winner
USMV
2.21
XLY
2.62
P/B Ratio
Winner
USMV
4.29
XLY
8.25
USMV vs XLY - Holdings Comparison
USMV and XLY have 9 common holdings. Overlap is 5.03%
USMV's top 25 holdings weight is 33.97%. XLY's top 25 holdings weight is 90.40%.
| Rank | USMV | XLY |
|---|---|---|
| #1 | AMPHENOL CORP CLASS A (APH) - 1.64% | AMAZON.COM INC (AMZN) - 25.32% |
| #2 | CISCO SYSTEMS INC (CSCO) - 1.53% | TESLA INC (TSLA) - 19.08% |
| #3 | CHUBB LTD (CB) - 1.49% | THE HOME DEPOT INC (HD) - 5.58% |
| #4 | DUKE ENERGY CORP (DUK) - 1.47% | TJX COMPANIES INC (TJX) - 4.28% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | MCDONALD'S CORP (MCD) - 3.87% |
| #6 | SOUTHERN CO (SO) - 1.46% | BOOKING HOLDINGS INC (BKNG) - 3.25% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.45% | LOWE'S COMPANIES INC (LOW) - 2.86% |
| #8 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.45% | STARBUCKS CORP (SBUX) - 2.67% |
| #9 | WELLTOWER INC (WELL) - 1.43% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.04% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.41% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.88% |
| #11 | NEWMONT CORP (NEM) - 1.41% | ROYAL CARIBBEAN GROUP (RCL) - 1.78% |
| #12 | NVIDIA CORP (NVDA) - 1.40% | ROSS STORES INC (ROST) - 1.77% |
| #13 | MICROSOFT CORP (MSFT) - 1.37% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.75% |
| #14 | WASTE MANAGEMENT INC (WM) - 1.36% | GENERAL MOTORS CO (GM) - 1.69% |
| #15 | MOTOROLA SOLUTIONS INC (MSI) - 1.32% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.45% |
| #16 | EXXON MOBIL CORP (XOM) - 1.30% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.40% |
| #17 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.25% | FORD MOTOR CO (F) - 1.28% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.25% | NIKE INC CLASS B (NKE) - 1.24% |
| #19 | MCKESSON CORP (MCK) - 1.24% | AUTOZONE INC (AZO) - 1.19% |
| #20 | REPUBLIC SERVICES INC (RSG) - 1.24% | EBAY INC (EBAY) - 1.15% |
| #21 | MERCK & CO INC (MRK) - 1.23% | CARVANA CO CLASS A (CVNA) - 1.04% |
| #22 | COCA-COLA CO (KO) - 1.21% | YUM BRANDS INC (YUM) - 1.00% |
| #23 | MCDONALD'S CORP (MCD) - 1.20% | CHIPOTLE MEXICAN GRILL INC (CMG) - 0.97% |
| #24 | WASTE CONNECTIONS INC (WCN) - 1.20% | D.R. HORTON INC (DHI) - 0.96% |
| #25 | TJX COMPANIES INC (TJX) - 1.20% | CARNIVAL CORPORATION LTD (CCL) - 0.90% |
| Total Holdings | 169 | 51 |
USMV vs XLY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USMV
-2.10%
XLY
-4.35%
3M
USMV
+2.25%
Winner
XLY
+3.52%
6M
Winner
USMV
+0.51%
XLY
-6.51%
1Y
USMV
+3.60%
Winner
XLY
+7.13%
5Y(CAGR)
Winner
USMV
+7.16%
XLY
+6.86%
10Y(CAGR)
USMV
+9.60%
Winner
XLY
+13.41%
Max(CAGR)
Winner
USMV
+11.46%
XLY
+10.64%
USMV vs XLY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USMV | XLY |
|---|---|---|
| 2026 | +1.69% | -3.49% |
| 2025 | +7.81% | +9.49% |
| 2024 | +15.30% | +28.75% |
| 2023 | +10.24% | +41.69% |
| 2022 | -8.86% | -37.52% |
| 2021 | +22.56% | +29.81% |
| 2020 | +5.60% | +29.54% |
| 2019 | +28.82% | +29.15% |
| 2018 | +1.39% | +1.33% |
| 2017 | +18.60% | +23.69% |
| 2016 | +11.96% | +9.70% |
| 2015 | +5.37% | +12.33% |
| 2014 | +17.49% | +11.50% |
| 2013 | +22.60% | +41.66% |
| 2012 | +10.87% | +24.59% |
| 2011 | +5.67% | +6.44% |
| 2010 | N/A | +28.29% |
| 2009 | N/A | +36.34% |
| 2008 | N/A | -30.83% |
| 2007 | N/A | -12.94% |
| 2006 | N/A | +18.75% |
| 2005 | N/A | -5.04% |
| 2004 | N/A | +14.68% |
| 2003 | N/A | +33.12% |
| 2002 | N/A | -18.39% |
| 2001 | N/A | +13.93% |
| 2000 | N/A | -13.50% |
| 1999 | N/A | +10.46% |
USMV vs XLY Drawdown Comparison
The maximum drawdown for USMV was -33.10%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for XLY was -58.00%, occurring on Nov 20, 2008. Recovery took 864 trading sessions.
The current USMV drawdown is -2.63%. The current XLY drawdown is -8.28%.
| Rank | USMV | XLY |
|---|---|---|
| #1 | -33.10% Feb 14, 2020 - Jan 8, 2021 | -58.00% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -17.92% Dec 29, 2021 - Jan 2, 2024 | -39.06% Nov 19, 2021 - Oct 28, 2024 |
| #3 | -12.69% Sep 21, 2018 - Feb 15, 2019 | -33.91% Feb 20, 2020 - Jun 5, 2020 |
| #4 | -9.50% Aug 17, 2015 - Dec 29, 2015 | -31.17% Mar 19, 2002 - Nov 3, 2003 |
| #5 | -9.36% Feb 28, 2025 - May 19, 2025 | -30.76% Apr 11, 2000 - Mar 4, 2002 |
| #6 | -9.17% Jan 26, 2018 - Jul 25, 2018 | -25.68% Dec 17, 2024 - Sep 11, 2025 |
| #7 | -7.31% Jul 22, 2016 - Feb 13, 2017 | -22.12% Dec 31, 1999 - Apr 11, 2000 |
| #8 | -7.14% Dec 29, 2015 - Mar 3, 2016 | -20.97% Sep 27, 2018 - Apr 3, 2019 |
| #9 | -6.86% Nov 26, 2024 - Feb 28, 2025 | -18.19% Jul 7, 2011 - Jan 18, 2012 |
| #10 | -6.64% May 15, 2013 - Sep 18, 2013 | -15.49% Nov 25, 2015 - May 10, 2016 |
| #11 | -6.46% Feb 27, 2026 - Mar 27, 2026 | -14.98% Jan 12, 2026 - Mar 30, 2026 |
| #12 | -6.03% Sep 2, 2021 - Nov 3, 2021 | -12.31% Dec 30, 2004 - May 9, 2006 |
| #13 | -5.94% Oct 5, 2012 - Jan 10, 2013 | -11.45% Aug 4, 2015 - Oct 26, 2015 |
| #14 | -5.38% Nov 11, 2011 - Dec 6, 2011 | -10.68% Apr 5, 2004 - Oct 28, 2004 |
| #15 | -5.13% Dec 31, 2013 - Feb 18, 2014 | -10.03% Feb 8, 2021 - Apr 5, 2021 |
Correlation
Correlation between USMV and XLY 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 XLY dividend yield comparison.
| Year | USMV | XLY |
|---|---|---|
| 2026 | 0.73% | 0.39% |
| 2025 | 1.49% | 1.39% |
| 2024 | 1.67% | 1.44% |
| 2023 | 1.82% | 1.56% |
| 2022 | 1.62% | 2.00% |
| 2021 | 1.26% | 1.06% |
| 2020 | 1.81% | 1.64% |
| 2019 | 1.88% | 2.56% |
| 2018 | 2.12% | 2.69% |
| 2017 | 1.77% | 2.40% |
| 2016 | 2.22% | 3.41% |
| 2015 | 2.02% | 2.86% |
| 2014 | 1.88% | 2.61% |
| 2013 | 2.18% | 2.32% |
| 2012 | 1.96% | 3.20% |
| 2011 | 0.29% | 3.11% |
| 2010 | 0.00% | 2.63% |
| 2009 | 0.00% | 3.03% |
| 2008 | 0.00% | 3.88% |
| 2007 | 0.00% | 2.73% |
| 2006 | 0.00% | 1.84% |
| 2005 | 0.00% | 2.01% |
| 2004 | 0.00% | 1.35% |
| 2003 | 0.00% | 1.24% |
| 2002 | 0.00% | 1.48% |
| 2001 | 0.00% | 1.53% |
| 2000 | 0.00% | 1.82% |
| 1999 | 0.00% | 0.25% |
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