Compare · 2 funds side by side · dividends reinvested

MFUS and USMV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,646MFUS · best of the two

02 / 04

MFUS and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.42%+17.3%+19.5%+23.8%+12.0%−6.4%11.4%$304M1.3

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%$24.1B1.8

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: MFUS 2017 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $304M$17,646

MFUS

USMV

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

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

MFUSMeasureUSMV

+17.3%Year to dateJan 1 → Nov 3+10.2%

+19.5%1 yearTotal return+11.9%

+23.8%3 years · per year$10,000 became $18,966 · $15,272+15.2%

+12.0%5 years · per year$10,000 became $17,646 · $14,352+7.5%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

1.42%Trailing 12-mo yield$142 · $137 a year on $10k1.37%

−6.4%Worst dropSmaller is better−6.5%

11.4%VolatilityLower is calmer8.6%

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

6–2MFUS wins

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

More Ways to See the Pairs

MFUS vs USMV: Top 5 Holdings

Today

MFUS

9.3%in top 5

USMV

in top 57.7%

MFUSStockUSMV

2.2%AAPLnot top 5

1.9%JNJnot top 5

1.8%XOM1.6%

1.7%LLYnot top 5

1.6%CVXnot top 5

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common36.0%

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

MFUS vs USMV Returns, Every Period

PIMCOMFUS

+12.0%

5 years, per year

USMViShares

+7.5%

5 years, per year

MFUSUSMVFaded: behind in that period

4–0MFUS wins

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

MFUS vs USMV

YTD

PIMCOMFUS

+17.3%

USMViShares

+10.2%

+17.3%Year to date+10.2%

−6.4%Worst drop · 1Y−6.5%

11.4%Volatility · 1Y8.6%

1.4%Yield1.4%

$304MAssets$24.1B

2–1MFUS wins

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

Cost, Income and Risk

Fees: MFUS, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

MFUS0.29%$29

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

Yields: MFUS, USMV

1.42%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.42%$142

USMV1.37%$137

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

MFUS$142 − $29 = $113

KeptFee

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

Overlap: MFUS, USMV

Today

36.0%most shared, MFUS and USMV

MFUSUSMV

MFUS—36.0%

USMV36.0%—

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

Return vs Bumpiness: 2 ETFs

+19.5%MFUS, at 11.4% volatility

USMVWorst drop−6.5%8.6% vol

MFUSWorst drop−6.4%11.4% vol

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

Paid More vs Made More

YTD

MFUSUSMV

+17.3%Year to date+10.2%

1.4%Yield1.4%

+19.5%Past year+11.9%

0.29%Fee0.15%

2–1MFUS 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