Compare · 2 funds side by side · dividends reinvested

USMV and SPLV

USMViShares×SPLVInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

USMV and SPLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$24.5B1.1

Invesco S&P 500 Low Volatility ETFUS Stock Styles · Factor0.25%2.11%+12.0%+14.2%+13.0%+6.7%−9.2%11.0%$7.5B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: USMV 2011 · SPLV 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,754

USMV

SPLV

Invesco S&P 500 Low Volatility ETF · $7.5B$13,812

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

USMVMeasureSPLV

+12.1%Year to dateJan 1 → Nov 4+12.0%

+14.3%1 yearTotal return+14.2%

+15.5%3 years · per year$10,000 became $15,388 · $14,427+13.0%

+8.1%5 years · per year$10,000 became $14,754 · $13,812+6.7%

0.15%Expense ratio$15 · $25 a year on $10k · lower is better0.25%

1.35%Trailing 12-mo yield$135 · $211 a year on $10k2.11%

−6.5%Worst dropSmaller is better−9.2%

8.7%VolatilityLower is calmer11.0%

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

7–1USMV wins

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

More Ways to See the Pairs

USMV vs SPLV: Top 5 Holdings

Today

USMV

7.8%in top 5

SPLV

in top 56.6%

USMVStockSPLV

1.6%APHnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

1.5%BRK-B1.5%

1.5%XOMnot top 5

not top 5WEC1.3%

not top 5DUK1.3%

not top 5EVRG1.3%

not top 5PNW1.3%

Held in common29.8%

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

USMV vs SPLV Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

SPLVInvesco

+6.7%

5 years, per year

USMVSPLVFaded: behind in that period

4–0USMV wins

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

USMV vs SPLV

YTD

iSharesUSMV

+12.1%

SPLVInvesco

+12.0%

+12.1%Year to date+12.0%

−6.5%Worst drop · 1Y−9.2%

8.7%Volatility · 1Y11.0%

1.3%Yield2.1%

$24.5BAssets$7.5B

3–1USMV wins

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

Cost, Income and Risk

Fees: USMV, SPLV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

SPLV0.25%$25

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

Yields: USMV, SPLV

2.11%highest, SPLV

FundTrailing yieldYield$10k

SPLV2.11%$211

USMV1.35%$135

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

Income After Fees on $10,000

$186most kept, SPLV

SPLV$211 − $25 = $186

USMV$135 − $15 = $120

KeptFee

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

Overlap: USMV, SPLV

Today

29.8%most shared, USMV and SPLV

USMVSPLV

USMV—29.8%

SPLV29.8%—

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

Return vs Bumpiness: 2 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

SPLVWorst drop−9.2%11.0% vol

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

Paid More vs Made More

YTD

SPLVUSMV

+12.0%Year to date+12.1%

2.1%Yield1.3%

+14.2%Past year+14.3%

0.25%Fee0.15%

3–1USMV wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026