Compare · 2 funds side by side · dividends reinvested

USMV and VUG

USMViShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

USMV and VUG, 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%$24.5B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

USMV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

USMVMeasureVUG

+12.1%Year to dateJan 1 → Nov 4+6.3%

+14.3%1 yearTotal return+3.4%

+15.5%3 years · per year$10,000 became $15,388 · $19,712+25.4%

+8.1%5 years · per year$10,000 became $14,754 · $17,153+11.4%

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

1.35%Trailing 12-mo yield$135 · $40 a year on $10k0.40%

−6.5%Worst dropSmaller is better−16.1%

8.7%VolatilityLower is calmer18.2%

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

5–3USMV 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 VUG: Top 5 Holdings

Today

USMV

7.8%in top 5

VUG

in top 545.2%

USMVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

1.6%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.6%APHnot top 5

1.5%CBnot top 5

1.5%BRK-Bnot top 5

1.5%XOMnot top 5

Held in common21.7%

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

USMV vs VUG Returns, Every Period

iSharesUSMV

+8.1%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

USMVVUGFaded: behind in that period

2–2Level

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

USMV vs VUG

YTD

iSharesUSMV

+12.1%

VUGVanguard

+6.3%

+12.1%Year to date+6.3%

−6.5%Worst drop · 1Y−16.1%

8.7%Volatility · 1Y18.2%

1.3%Yield0.4%

$24.5BAssets$233B

4–0USMV wins

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

Cost, Income and Risk

Fees: USMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

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

Yields: USMV, VUG

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

VUG0.40%$40

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

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

VUG$40 − $3 = $37

KeptFee

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

Overlap: USMV, VUG

Today

21.7%most shared, USMV and VUG

USMVVUG

USMV—21.7%

VUG21.7%—

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

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

USMVVUG

+12.1%Year to date+6.3%

1.3%Yield0.4%

+14.3%Past year+3.4%

0.15%Fee0.03%

3–1USMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$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