Skip to content
Beacon
Screener

VLUE vs USMV

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

VLUE

iShares MSCI USA Value Factor ETF

iShares

Annual cost

0.15%

Fund size

$12.0B

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

Key differences

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

Side-by-side comparison

VLUEUSMV
Annual cost (TER)0.15%0.15%
Fund size (AUM)$12.0B$22.9B
Since20132011
Dividend yield1.70%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+79.1%+5.8%
CAGR 3Y+31.4%+11.8%
CAGR 5Y+15.0%+7.8%
Sharpe 3Y1.540.80
Volatility 1Y16.92%8.57%
Max drawdown-39.47%-33.10%

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

Similar to VLUE and USMV