Compare · 2 funds side by side · dividends reinvested

LOWV and USMV

LOWVAlliance Bernstein×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,352USMV · best of the two

02 / 04

LOWV and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.1

Alliance Bernstein - AB US Low Volatility Equity ETFUS Stock Styles · Factor0.39%0.85%+8.3%+8.6%+18.0%[…]−9.6%10.3%$207M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: LOWV 2023 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB US Low Volatility Equity ETF · $207M[…]

LOWV

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 29.8% in common

LOWVMeasureUSMV

+8.3%Year to dateJan 1 → Nov 3+10.2%

+8.6%1 yearTotal return+11.9%

+18.0%3 years · per year$10,000 became $16,442 · $15,272+15.2%

[…]5 years · per year$10,000 became […] · $14,352+7.5%

0.39%Expense ratio$39 · $15 a year on $10k · lower is better0.15%

0.85%Trailing 12-mo yield$85 · $137 a year on $10k1.37%

−9.6%Worst dropSmaller is better−6.5%

10.3%VolatilityLower is calmer8.6%

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

1–6USMV wins

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

More Ways to See the Pairs

LOWV vs USMV: Top 5 Holdings

Today

LOWV

26.0%in top 5

USMV

in top 57.7%

LOWVStockUSMV

6.5%AAPLnot top 5

5.8%MSFT1.6%

5.7%NVDAnot top 5

4.6%GOOGnot top 5

3.4%AMZNnot top 5

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common29.8%

End-of-day Nov 3, 2026 · share of each fund

LOWV vs USMV Returns, Every Period

Alliance BernsteinLOWV

+8.6%

past year

USMViShares

+11.9%

past year

LOWVUSMVFaded: behind in that period

1–2USMV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

LOWV vs USMV

YTD

Alliance BernsteinLOWV

+8.3%

USMViShares

+10.2%

+8.3%Year to date+10.2%

−9.6%Worst drop · 1Y−6.5%

10.3%Volatility · 1Y8.6%

0.8%Yield1.4%

$207MAssets$24.1B

4–0USMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LOWV, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

LOWV0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: LOWV, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

LOWV0.85%$85

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

LOWV$85 − $39 = $46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: LOWV, USMV

Today

29.8%most shared, LOWV and USMV

LOWVUSMV

LOWV—29.8%

USMV29.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% vol

LOWVWorst drop−9.6%10.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USMVLOWV

+10.2%Year to date+8.3%

1.4%Yield0.8%

+11.9%Past year+8.6%

0.15%Fee0.39%

4–0USMV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026