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USMV vs FDLO
iShares MSCI USA Min Vol Factor ETF vs Fidelity Low Volatility Factor ETF
Key differences
- USMV is significantly larger than FDLO — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FDLO has delivered higher annualized returns.
- USMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USMV | FDLO | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $22.9B | $1.4B |
| Since | 2011 | 2016 |
| Dividend yield | 1.55% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.6% | +18.2% |
| CAGR 3Y | +11.4% | +14.4% |
| CAGR 5Y | +7.7% | +10.5% |
| Sharpe 3Y | 0.76 | 0.96 |
| Volatility 1Y | 8.57% | 8.88% |
| Max drawdown | -33.10% | -34.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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