Compare · 2 funds side by side · dividends reinvested

PDP and USMV

PDPInvesco×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

PDP 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%$24.1B1.3

Invesco Dorsey Wright Momentum ETFUS Stock Styles · Factor0.62%0.00%+12.9%+8.1%+21.9%+6.7%−17.6%26.7%$1.4B1.8

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: PDP 2007 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Momentum ETF · $1.4B$13,843

PDP

USMV

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

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

PDPMeasureUSMV

+12.9%Year to dateJan 1 → Nov 3+10.2%

+8.1%1 yearTotal return+11.9%

+21.9%3 years · per year$10,000 became $18,101 · $15,272+15.2%

+6.7%5 years · per year$10,000 became $13,843 · $14,352+7.5%

0.62%Expense ratio$62 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $137 a year on $10k1.37%

−17.6%Worst dropSmaller is better−6.5%

26.7%VolatilityLower is calmer8.6%

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

2–6USMV wins

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

More Ways to See the Pairs

PDP vs USMV: Top 5 Holdings

Today

PDP

13.6%in top 5

USMV

in top 57.7%

PDPStockUSMV

3.3%AAPLnot top 5

3.1%APHnot top 5

2.9%TRGPnot top 5

2.4%GWWnot top 5

2.0%LITEnot top 5

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common14.2%

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

PDP vs USMV Returns, Every Period

InvescoPDP

+6.7%

5 years, per year

USMViShares

+7.5%

5 years, per year

PDPUSMVFaded: behind in that period

2–2Level

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

PDP vs USMV

YTD

InvescoPDP

+12.9%

USMViShares

+10.2%

+12.9%Year to date+10.2%

−17.6%Worst drop · 1Y−6.5%

26.7%Volatility · 1Y8.6%

0.0%Yield1.4%

$1.4BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: PDP, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

PDP0.62%$62

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

Yields: PDP, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

PDP0.00%$0

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

PDP$0 − $62 = −$62

KeptFee

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

Overlap: PDP, USMV

Today

14.2%most shared, PDP and USMV

PDPUSMV

PDP—14.2%

USMV14.2%—

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

PDPWorst drop−17.6%26.7% vol

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

Paid More vs Made More

YTD

USMVPDP

+10.2%Year to date+12.9%

1.4%Yield0.0%

+11.9%Past year+8.1%

0.15%Fee0.62%

3–1USMV 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