Compare · 2 funds side by side · dividends reinvested

SPLV and USMV

SPLVInvesco×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

SPLV 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

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.15%+9.7%+11.3%+12.5%+6.0%−9.2%10.8%$7.6B1.9

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: SPLV 2011 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Low Volatility ETF · $7.6B$13,408

SPLV

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

SPLVMeasureUSMV

+9.7%Year to dateJan 1 → Nov 3+10.2%

+11.3%1 yearTotal return+11.9%

+12.5%3 years · per year$10,000 became $14,245 · $15,272+15.2%

+6.0%5 years · per year$10,000 became $13,408 · $14,352+7.5%

0.25%Expense ratio$25 · $15 a year on $10k · lower is better0.15%

2.15%Trailing 12-mo yield$215 · $137 a year on $10k1.37%

−9.2%Worst dropSmaller is better−6.5%

10.8%VolatilityLower is calmer8.6%

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

1–7USMV wins

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

More Ways to See the Pairs

SPLV vs USMV: Top 5 Holdings

Today

SPLV

6.6%in top 5

USMV

in top 57.7%

SPLVStockUSMV

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

1.4%BRK-B1.5%

1.3%WECnot top 5

1.3%DUKnot top 5

1.3%EVRGnot top 5

1.3%LNTnot top 5

Held in common29.8%

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

SPLV vs USMV Returns, Every Period

InvescoSPLV

+6.0%

5 years, per year

USMViShares

+7.5%

5 years, per year

SPLVUSMVFaded: behind in that period

0–4USMV wins

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

SPLV vs USMV

YTD

InvescoSPLV

+9.7%

USMViShares

+10.2%

+9.7%Year to date+10.2%

−9.2%Worst drop · 1Y−6.5%

10.8%Volatility · 1Y8.6%

2.2%Yield1.4%

$7.6BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: SPLV, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

SPLV0.25%$25

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

Yields: SPLV, USMV

2.15%highest, SPLV

FundTrailing yieldYield$10k

SPLV2.15%$215

USMV1.37%$137

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

Income After Fees on $10,000

$190most kept, SPLV

SPLV$215 − $25 = $190

USMV$137 − $15 = $122

KeptFee

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

Overlap: SPLV, USMV

Today

29.8%most shared, SPLV and USMV

SPLVUSMV

SPLV—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

SPLVWorst drop−9.2%10.8% vol

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

Paid More vs Made More

YTD

SPLVUSMV

+9.7%Year to date+10.2%

2.2%Yield1.4%

+11.3%Past year+11.9%

0.25%Fee0.15%

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