Compare · 2 funds side by side · dividends reinvested

GARP and USMV

GARPiShares×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,138GARP · best of the two

02 / 04

GARP 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%$24.1B1.4

iShares MSCI USA Quality GARP ETFUS Stock Styles · Factor0.15%0.26%+14.5%+12.9%+30.8%+16.1%−13.7%20.9%$3.5B1.5

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: GARP 2020 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality GARP ETF · $3.5B$21,138

GARP

USMV

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

$10,000 five years ago, dividends reinvested · they hold 21.1% in common

GARPMeasureUSMV

+14.5%Year to dateJan 1 → Nov 4+12.1%

+12.9%1 yearTotal return+14.3%

+30.8%3 years · per year$10,000 became $22,358 · $15,388+15.5%

+16.1%5 years · per year$10,000 became $21,138 · $14,754+8.1%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

0.26%Trailing 12-mo yield$26 · $135 a year on $10k1.35%

−13.7%Worst dropSmaller is better−6.5%

20.9%VolatilityLower is calmer8.7%

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

3–4USMV wins

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

More Ways to See the Pairs

GARP vs USMV: Top 5 Holdings

Today

GARP

27.1%in top 5

USMV

in top 57.8%

GARPStockUSMV

5.8%MSFT1.6%

5.6%AAPLnot top 5

5.6%Vnot top 5

5.1%NVDAnot top 5

4.9%METAnot top 5

not top 5APH1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

Held in common21.1%

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

GARP vs USMV Returns, Every Period

iSharesGARP

+16.1%

5 years, per year

USMViShares

+8.1%

5 years, per year

GARPUSMVFaded: behind in that period

3–1GARP wins

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

GARP vs USMV

YTD

iSharesGARP

+14.5%

USMViShares

+12.1%

+14.5%Year to date+12.1%

−13.7%Worst drop · 1Y−6.5%

20.9%Volatility · 1Y8.7%

0.3%Yield1.3%

$3.5BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: GARP, USMV

Today

0.15%lowest, GARP

FundExpense ratioFee$10k

GARP0.15%$15

USMV0.15%$15

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

Yields: GARP, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

GARP0.26%$26

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

GARP$26 − $15 = $11

KeptFee

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

Overlap: GARP, USMV

Today

21.1%most shared, GARP and USMV

GARPUSMV

GARP—21.1%

USMV21.1%—

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

GARPWorst drop−13.7%20.9% vol

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

Paid More vs Made More

YTD

USMVGARP

+12.1%Year to date+14.5%

1.3%Yield0.3%

+14.3%Past year+12.9%

0.15%Fee0.15%

2–1USMV 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