Screener
IMTM vs USMV
iShares MSCI Intl Momentum Factor ETF vs iShares MSCI USA Min Vol Factor ETF
Key differences
- USMV costs 0.15% less per year.
- USMV is significantly larger than IMTM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IMTM has delivered higher annualized returns.
Side-by-side comparison
| IMTM | USMV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.15% |
| Fund size (AUM) | $3.9B | $22.9B |
| Since | 2015 | 2011 |
| Dividend yield | 2.13% | 1.55% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.2% | +5.6% |
| CAGR 3Y | +20.5% | +11.4% |
| CAGR 5Y | +10.5% | +7.7% |
| Sharpe 3Y | 0.99 | 0.76 |
| Volatility 1Y | 17.12% | 8.57% |
| Max drawdown | -30.68% | -33.10% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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