Compare · 2 funds side by side · dividends reinvested

ONEO and USMV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,453ONEO · best of the two

02 / 04

ONEO and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Russell 1000 Momentum Focus ETFUS Stock Styles · Factor0.20%1.21%+21.9%+24.4%+22.2%+10.5%−7.4%12.8%$31M1.5

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%$24.1B1.5

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: ONEO 2015 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Russell 1000 Momentum Focus ETF · $31M$16,453

ONEO

USMV

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

$10,000 five years ago, dividends reinvested · they hold 19.3% in common

ONEOMeasureUSMV

+21.9%Year to dateJan 1 → Nov 4+12.1%

+24.4%1 yearTotal return+14.3%

+22.2%3 years · per year$10,000 became $18,232 · $15,388+15.5%

+10.5%5 years · per year$10,000 became $16,453 · $14,754+8.1%

0.20%Expense ratio$20 · $15 a year on $10k · lower is better0.15%

1.21%Trailing 12-mo yield$121 · $135 a year on $10k1.35%

−7.4%Worst dropSmaller is better−6.5%

12.8%VolatilityLower is calmer8.7%

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

4–4Level

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

More Ways to See the Pairs

ONEO vs USMV: Top 5 Holdings

Today

ONEO

3.2%in top 5

USMV

in top 57.8%

ONEOStockUSMV

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

0.7%REGNnot top 5

0.7%AUnot top 5

0.7%ALLnot top 5

0.6%MCKnot top 5

0.6%EXPEnot top 5

Held in common19.3%

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

ONEO vs USMV Returns, Every Period

SPDRONEO

+10.5%

5 years, per year

USMViShares

+8.1%

5 years, per year

ONEOUSMVFaded: behind in that period

4–0ONEO wins

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

ONEO vs USMV

YTD

SPDRONEO

+21.9%

USMViShares

+12.1%

+21.9%Year to date+12.1%

−7.4%Worst drop · 1Y−6.5%

12.8%Volatility · 1Y8.7%

1.2%Yield1.3%

$30.9MAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: ONEO, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

ONEO0.20%$20

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

Yields: ONEO, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

ONEO1.21%$121

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

ONEO$121 − $20 = $101

KeptFee

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

Overlap: ONEO, USMV

Today

19.3%most shared, ONEO and USMV

ONEOUSMV

ONEO—19.3%

USMV19.3%—

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

Return vs Bumpiness: 2 ETFs

+24.4%ONEO, at 12.8% volatility

USMVWorst drop−6.5%8.7% vol

ONEOWorst drop−7.4%12.8% vol

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

Paid More vs Made More

YTD

USMVONEO

+12.1%Year to date+21.9%

1.3%Yield1.2%

+14.3%Past year+24.4%

0.15%Fee0.20%

2–2level

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