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SVAL vs USMV
iShares US Small Cap Value Factor ETF vs iShares MSCI USA Min Vol Factor ETF
Key differences
- USMV costs 0.05% less per year.
- USMV is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, SVAL has delivered higher annualized returns.
- USMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SVAL | USMV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.15% |
| Fund size (AUM) | $188M | $22.9B |
| Since | 2020 | 2011 |
| Dividend yield | 2.30% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.9% | +5.8% |
| CAGR 3Y | +18.9% | +11.8% |
| CAGR 5Y | +6.5% | +7.8% |
| Sharpe 3Y | 0.74 | 0.80 |
| Volatility 1Y | 18.05% | 8.57% |
| Max drawdown | -27.44% | -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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