QUAL vs USMV
YTDYear to date
QUAL wins+2.2 pts
Past year
QUAL wins+2.2 pts
Fee
Level
Yield
USMV wins+0.5 pts
AUM
QUAL2.0× more
2–1QUAL wins
QUAL and USMV · year-to-date · as of Nov 4, 2026 · AUM not scored
USMV vs S&P 500
3M$102.72 · −0.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3M ▼YTD1Y3Y5YMAX
Total return−0.3%+3.8%+3.4%+10.2%+11.9%+52.7%+43.5%+435.3%
Peer average+0.1%−1.8%−2.0%+12.1%+13.3%+76.4%+57.7%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
iShares USMV and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
USMV’s Holdings
TodayXOM1.6%MSFT1.6%CB1.5%MSI1.5%BRK-B1.5%APH1.5%MCK1.5%JNJ1.5%WELL1.5%MRK1.4%VRTX1.4%DUK1.4%NVDA1.4%SO1.4%WM1.4%RSG1.4%MA1.3%WCN1.3%KO1.3%VZ1.3%COR1.3%ED1.3%
TechnologyHealthcareFinancial ServicesConsumer DefensiveIndustrialsUtilitiesOther
iShares USMV · 174 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 62 Factor ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | MSCI USA Quality FactorReadDesk | 0.15% | 0.9% | +12.4% | +12.4% | $48.0B | |
| 2 | USMV | MSCI USA Min Vol FactorReadDesk | 0.15% | 1.4% | +10.2% | +10.2% | $24.1B | |
| 3 | MTUM | MSCI USA Momentum FactorReadDesk | 0.15% | 0.7% | +11.6% | +11.6% | $17.4B | |
| 4 | IQLT | MSCI Intl Quality FactorReadDesk | 0.30% | 2.4% | +12.3% | +12.3% | $13.7B | |
| 5 | JQUA | JPMorgan U.S. Quality FactorReadDesk | 0.12% | 1.1% | +20.2% | +20.2% | $9.5B | |
| 6 | SPLV | S&P 500 Low VolatilityReadDesk | 0.25% | 2.2% | +9.7% | +9.7% | $7.6B | |
| 7 | QLTY | GMO US QualityReadDesk | 0.50% | 0.6% | +14.2% | +14.2% | $5.4B | |
| 8 | OMFL | Russell 1000 Dynamic MultifactorReadDesk | 0.29% | 0.8% | +16.5% | +16.5% | $4.7B | |
| 9 | IMTM | MSCI Intl Momentum FactorReadDesk | 0.30% | 4.6% | +6.6% | +6.6% | $4.1B | |
| 10 | GARP | MSCI USA Quality GARPReadDesk | 0.15% | 0.3% | +13.9% | +13.9% | $3.5B | |
| 11 | JMOM | JPMorgan U.S. Momentum FactorReadDesk | 0.12% | 0.8% | +16.8% | +16.8% | $2.7B | |
| 12 | FSMD | Fidelity Small-Mid MultifactorReadDesk | 0.15% | 1.3% | +15.7% | +15.7% | $2.5B | |
| 13 | VFMO | U.S. Momentum FactorReadDesk | 0.13% | 0.6% | +12.9% | +12.9% | $1.9B | |
| 14 | FQAL | Fidelity Quality FactorReadDesk | 0.15% | 1.2% | +11.3% | +11.3% | $1.4B | |
| 15 | FDLO | Fidelity Low Volatility FactorReadDesk | 0.15% | 1.3% | +13.0% | +13.0% | $1.4B | |
| 16 | PDP | Dorsey Wright MomentumReadDesk | 0.62% | — | +12.9% | +12.9% | $1.4B |
1–16 of 62Page 1 of 4
Factor · current AUM · as of Nov 4, 2026
USMV Payouts by Year
13YLatest payout, Sep 2026
$0.33
a share · every quarter
1.4% yield
1.4% yield
13 years added up
$14.63 a share
$14.63 a share
iShares USMV · per-share distributions by ex-date · 2014–2026
USMV’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | iShares MSCI USA Quality Factor ETFReadVersus | 0.15% | 0.9% | 0.0% | +12.4% | +14.1% | $48.0B | |
| 2 | USMV | iShares MSCI USA Min Vol Factor ETFThis fund | 0.15% | 1.4% | −0.3% | +10.2% | +11.9% | $24.1B | |
| 3 | MTUM | iShares MSCI USA Momentum Factor ETFReadVersus | 0.15% | 0.7% | +1.2% | +11.6% | +10.2% | $17.4B | |
| 4 | IQLT | iShares MSCI Intl Quality Factor ETFReadVersus | 0.30% | 2.4% | −0.5% | +12.3% | +15.7% | $13.7B | |
| 5 | JQUA | JPMorgan U.S. Quality Factor ETFReadVersus | 0.12% | 1.1% | 0.0% | +20.2% | +21.5% | $9.5B | |
| 6 | SPLV | Invesco S&P 500 Low Volatility ETFReadVersus | 0.25% | 2.2% | −0.7% | +9.7% | +11.3% | $7.6B |
#40 of 58 this year · #15 cheapest of 62 · sorted by assetsOpen the US Stock Styles table →
USMV and its peer group · total return · as of Nov 4, 2026
Cards for This View
USMV’s Top 10 Holdings
Today15.1%of USMV sits in these 10
5BRK-BBerkshire Hathaway1.50%
iShares USMV · weight in the fund · as of Nov 3, 2026
USMV’s Holdings
TodayXOM1.6%MSFT1.6%CB1.5%MSI1.5%BRK-B1.5%APH1.5%MCK1.5%JNJ1.5%WELL1.5%MRK1.4%VRTX1.4%DUK1.4%NVDA1.4%SO1.4%WM1.4%RSG1.4%MA1.3%WCN1.3%KO1.3%VZ1.3%COR1.3%ED1.3%
TechnologyHealthcareFinancial ServicesConsumer DefensiveIndustrialsUtilitiesOther
iShares USMV · 174 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
USMV vs Peer Average
YTDUSMVAvsBPeer average
1D−0.3%+0.1%
1M+3.8%−1.8%
3M+3.4%−2.0%
YTD+10.2%+12.1%
1Y+11.9%+13.3%
3Y+52.7%+76.4%
5Y+43.5%+57.7%
2–5Peer average wins
61 Factor peers · each row scaled to its leader