Compare · 2 funds side by side · dividends reinvested

USMV and VTV

USMViShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

USMV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

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%$24.1B1.9

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USMV

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 34.5% in common

USMVMeasureVTV

+12.1%Year to dateJan 1 → Nov 4+22.8%

+14.3%1 yearTotal return+27.5%

+15.5%3 years · per year$10,000 became $15,388 · $18,551+22.9%

+8.1%5 years · per year$10,000 became $14,754 · $18,352+12.9%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $180 a year on $10k1.80%

−6.5%Worst dropSmaller is better−6.4%

8.7%VolatilityLower is calmer10.2%

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

1–7VTV 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 VTV: Top 5 Holdings

Today

USMV

7.8%in top 5

VTV

in top 515.8%

USMVStockVTV

not top 5MU4.6%

not top 5JPM3.3%

1.5%BRK-B2.9%

1.5%XOM2.6%

not top 5JNJ2.4%

1.6%APHnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

Held in common34.5%

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

USMV vs VTV Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

USMVVTVFaded: behind in that period

0–4VTV wins

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

USMV vs VTV

YTD

iSharesUSMV

+12.1%

VTVVanguard

+22.8%

+12.1%Year to date+22.8%

−6.5%Worst drop · 1Y−6.4%

8.7%Volatility · 1Y10.2%

1.3%Yield1.8%

$24.1BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: USMV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USMV0.15%$15

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

Yields: USMV, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

USMV1.35%$135

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

USMV$135 − $15 = $120

KeptFee

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

Overlap: USMV, VTV

Today

34.5%most shared, USMV and VTV

USMVVTV

USMV—34.5%

VTV34.5%—

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

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

USMVWorst drop−6.5%8.7% vol

VTVWorst drop−6.4%10.2% vol

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

Paid More vs Made More

YTD

VTVUSMV

+22.8%Year to date+12.1%

1.8%Yield1.3%

+27.5%Past year+14.3%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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