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SQLT vs USMV

Ishares MSCI USA Small-Cap Quality Factor ETF vs iShares MSCI USA Min Vol Factor ETF

SQLT

Ishares MSCI USA Small-Cap Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$7M

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

Key differences

  • USMV costs 0.05% less per year.
  • USMV is significantly larger than SQLT — larger funds tend to be more liquid and less likely to close.
  • USMV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SQLTUSMV
Annual cost (TER)0.20%0.15%
Fund size (AUM)$7M$22.9B
Since20262011
Dividend yield1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+5.8%
CAGR 3YN/A+11.8%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.80
Volatility 1Y8.57%
Max drawdown-3.95%-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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