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VSMV vs USMV

VictoryShares US Multi-Factor Minimum Volatility ETF vs iShares MSCI USA Min Vol Factor ETF

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

USMV

iShares MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.15%

Fund size

$22.9B

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

VSMVUSMV
Annual cost (TER)0.35%0.15%
Fund size (AUM)$153M$22.9B
Since20172011
Dividend yield1.32%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.6%+5.8%
CAGR 3Y+17.6%+11.8%
CAGR 5Y+11.5%+7.8%
Sharpe 3Y1.230.80
Volatility 1Y9.20%8.57%
Max drawdown-31.33%-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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