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USMV vs VSMV
iShares MSCI USA Min Vol Factor ETF vs VictoryShares US Multi-Factor Minimum Volatility ETF
Key differences
- USMV costs 0.20% less per year.
- USMV is significantly larger than VSMV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VSMV has delivered higher annualized returns.
- USMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USMV | VSMV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.35% |
| Fund size (AUM) | $22.9B | $153M |
| Since | 2011 | 2017 |
| Dividend yield | 1.55% | 1.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +5.8% | +26.6% |
| CAGR 3Y | +11.8% | +17.6% |
| CAGR 5Y | +7.8% | +11.5% |
| Sharpe 3Y | 0.80 | 1.23 |
| Volatility 1Y | 8.57% | 9.20% |
| Max drawdown | -33.10% | -31.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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