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USMV vs QUAL

iShares MSCI USA Min Vol Factor ETF vs iShares MSCI USA Quality Factor ETF

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

QUAL

iShares MSCI USA Quality Factor ETF

iShares

Annual cost

0.15%

Fund size

$50.1B

Key differences

  • Over the last 3 years, QUAL has delivered higher annualized returns.

Side-by-side comparison

USMVQUAL
Annual cost (TER)0.15%0.15%
Fund size (AUM)$22.9B$50.1B
Since20112013
Dividend yield1.55%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.8%+22.9%
CAGR 3Y+11.8%+20.8%
CAGR 5Y+7.8%+12.3%
Sharpe 3Y0.801.13
Volatility 1Y8.57%12.05%
Max drawdown-33.10%-34.06%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USMV and QUAL