Compare · 2 funds side by side · dividends reinvested

DVOL and USMV

DVOLFirst Trust×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

DVOL and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.1

First Trust Dorsey Wright Momentum & Low Volatility ETFUS Stock Styles · Factor0.60%0.79%+6.5%+8.4%+15.5%+5.9%−9.8%12.1%$75M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DVOL 2018 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75M$13,324

DVOL

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

DVOLMeasureUSMV

+6.5%Year to dateJan 1 → Nov 4+12.1%

+8.4%1 yearTotal return+14.3%

+15.5%3 years · per year$10,000 became $15,415 · $15,388+15.5%

+5.9%5 years · per year$10,000 became $13,324 · $14,754+8.1%

0.60%Expense ratio$60 · $15 a year on $10k · lower is better0.15%

0.79%Trailing 12-mo yield$79 · $135 a year on $10k1.35%

−9.8%Worst dropSmaller is better−6.5%

12.1%VolatilityLower is calmer8.7%

DVOLUSMV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVOL vs USMV: Top 5 Holdings

Today

DVOL

16.0%in top 5

USMV

in top 57.8%

DVOLStockUSMV

3.6%SPGnot top 5

3.2%TRVnot top 5

3.1%CFRnot top 5

3.1%CTASnot top 5

3.0%HLTnot top 5

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common7.8%

End-of-day Nov 4, 2026 · share of each fund

DVOL vs USMV Returns, Every Period

First TrustDVOL

+5.9%

5 years, per year

USMViShares

+8.1%

5 years, per year

DVOLUSMVFaded: behind in that period

0–3USMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DVOL vs USMV

YTD

First TrustDVOL

+6.5%

USMViShares

+12.1%

+6.5%Year to date+12.1%

−9.8%Worst drop · 1Y−6.5%

12.1%Volatility · 1Y8.7%

0.8%Yield1.3%

$74.9MAssets$24.1B

4–0USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVOL, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

DVOL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DVOL, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

DVOL0.79%$79

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

DVOL$79 − $60 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DVOL, USMV

Today

7.8%most shared, DVOL and USMV

DVOLUSMV

DVOL—7.8%

USMV7.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

DVOLWorst drop−9.8%12.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVDVOL

+12.1%Year to date+6.5%

1.3%Yield0.8%

+14.3%Past year+8.4%

0.15%Fee0.60%

4–0USMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026