LOWV vs USMV

ALOWV

BUSMV

Measures won1–4USMV wins · of 6 · 5Y

$10,000 · 5Y$14,373USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common29.7%LOWV and USMV

LOWV

USMV

Alliance Bernstein - AB US Low Volatility Equity ETF · $203MiShares MSCI USA Min Vol Factor ETF · $24.1B

+16.2%3 years · per year$15,692 · $14,688+13.7%

[…]5 years · per year[…] · $14,373+7.5%

0.39%Expense ratio$39 · $15 on $10k · lower wins0.15%

0.85%12-mo yield$85 · $137 on $10k1.37%

−9.6%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+0.2%	+10.8%	+12.6%	+13.7%	+7.5%	−6.5%	$24.1B
2	ALOWV	Alliance Bernstein - AB US Low Volatility Equity ETFRead Desk		0.39%	0.85%	−0.1%	+8.3%	+9.2%	+16.2%	new	−9.6%	$203M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+0.2%	+10.8%	+12.6%	+13.7%	+7.5%	−6.5%	$24.1B
2	ALOWV	Alliance Bernstein - AB US Low Volatility Equity ETFRead Desk		0.39%	0.85%	−0.1%	+8.3%	+9.2%	+16.2%	new	−9.6%	$203M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LOWV vs USMV

LOWV

Alliance Bernstein - AB US Low Volatility Equity

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,373

MeasureLOWVUSMV

Fee0.39%0.15%

Cost on $10k a year$39$15

Yield0.85%1.37%

5 years, per year[…]+7.5%

3 years, per year+16.2%+13.7%

Worst drop · 1Y−9.6%−6.5%

Volatility · 1Y11.1%

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LOWV vs USMV

Both

Both

$10,000 in LOWV, USMV

Overlap: LOWV, USMV

LOWV vs USMV

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: LOWV, USMV

Income After Fees on $10,000