QUAL vs USMV
YTDYear to date
QUAL wins+2.4 pts
Past year
QUAL wins+2.8 pts
Fee
Level
Yield
QUAL wins+1.4 pts
AUM
QUAL2.0× more
3–0QUAL wins
QUAL and USMV · year-to-date · as of Nov 8, 2026 · AUM not scored
USMV vs S&P 500
YTD$101.23 · −0.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−0.5%+1.2%+0.7%+8.6%+10.5%+47.1%+41.5%+427.5%
Peer average+0.1%−4.3%−5.1%+8.9%+10.6%+67.1%+52.8%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
iShares USMV and Vanguard VOO · total return, dividends in · as of Nov 8, 2026
USMV’s Holdings
TodayMSFT1.6%MCK1.6%MSI1.6%BRK-B1.6%CB1.6%WELL1.5%JNJ1.5%DUK1.5%XOM1.4%MRK1.4%WM1.4%VRTX1.4%RSG1.4%MA1.4%WCN1.4%SO1.4%APH1.4%KO1.4%ED1.3%VZ1.3%COR1.3%ROP1.3%
TechnologyHealthcareFinancial ServicesConsumer DefensiveIndustrialsUtilitiesOther
iShares USMV · 174 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
All 62 Factor ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | QUAL | MSCI USA Quality FactorReadDesk | 0.15% | 2.8% | +11.1% | +11.1% | $47.6B | |
| 2 | USMV | MSCI USA Min Vol FactorReadDesk | 0.15% | 1.4% | +8.6% | +8.6% | $23.7B | |
| 3 | MTUM | MSCI USA Momentum FactorReadDesk | 0.15% | 2.2% | +2.3% | +2.3% | $15.8B | |
| 4 | IQLT | MSCI Intl Quality FactorReadDesk | 0.30% | 2.4% | +10.5% | +10.5% | $13.5B | |
| 5 | JQUA | JPMorgan U.S. Quality FactorReadDesk | 0.12% | 1.1% | +17.0% | +17.0% | $9.5B | |
| 6 | SPLV | S&P 500 Low VolatilityReadDesk | 0.25% | 2.2% | +9.7% | +9.7% | $7.5B | |
| 7 | QLTY | GMO US QualityReadDesk | 0.50% | 0.7% | +12.8% | +12.8% | $5.4B | |
| 8 | OMFL | Russell 1000 Dynamic MultifactorReadDesk | 0.29% | 0.8% | +14.7% | +14.7% | $4.6B | |
| 9 | IMTM | MSCI Intl Momentum FactorReadDesk | 0.30% | 4.8% | +2.7% | +2.7% | $4.0B | |
| 10 | GARP | MSCI USA Quality GARPReadDesk | 0.15% | 0.3% | +8.5% | +8.5% | $3.3B | |
| 11 | JMOM | JPMorgan U.S. Momentum FactorReadDesk | 0.12% | 0.8% | +10.9% | +10.9% | $2.6B | |
| 12 | FSMD | Fidelity Small-Mid MultifactorReadDesk | 0.15% | 1.3% | +12.2% | +12.2% | $2.5B | |
| 13 | VFMO | U.S. Momentum FactorReadDesk | 0.13% | 0.7% | +7.0% | +7.0% | $1.9B | |
| 14 | FQAL | Fidelity Quality FactorReadDesk | 0.15% | 1.2% | +9.0% | +9.0% | $1.6B | |
| 15 | FDLO | Fidelity Low Volatility FactorReadDesk | 0.15% | 1.3% | +12.6% | +12.6% | $1.5B | |
| 16 | PDP | Dorsey Wright MomentumReadDesk | 0.62% | — | +7.3% | +7.3% | $1.3B |
1–16 of 62Page 1 of 4
Factor · current AUM · as of Nov 8, 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% | 2.8% | +0.1% | +11.1% | +13.3% | $47.6B | |
| 2 | USMV | iShares MSCI USA Min Vol Factor ETFThis fund | 0.15% | 1.4% | −0.5% | +8.6% | +10.5% | $23.7B | |
| 3 | MTUM | iShares MSCI USA Momentum Factor ETFReadVersus | 0.15% | 2.2% | +1.9% | +2.3% | +2.6% | $15.8B | |
| 4 | IQLT | iShares MSCI Intl Quality Factor ETFReadVersus | 0.30% | 2.4% | −0.8% | +10.5% | +14.3% | $13.5B | |
| 5 | JQUA | JPMorgan U.S. Quality Factor ETFReadVersus | 0.12% | 1.1% | −0.1% | +17.0% | +19.2% | $9.5B | |
| 6 | SPLV | Invesco S&P 500 Low Volatility ETFReadVersus | 0.25% | 2.2% | −0.9% | +9.7% | +11.0% | $7.5B |
#34 of 58 this year · #12 cheapest of 62 · sorted by assetsOpen the US Stock Styles table →
USMV and its peer group · total return · as of Nov 9, 2026
Cards for This View
USMV’s Top 10 Holdings
Today15.4%of USMV sits in these 10
iShares USMV · weight in the fund · as of Nov 6, 2026
USMV’s Holdings
TodayMSFT1.6%MCK1.6%MSI1.6%BRK-B1.6%CB1.6%WELL1.5%JNJ1.5%DUK1.5%XOM1.4%MRK1.4%WM1.4%VRTX1.4%RSG1.4%MA1.4%WCN1.4%SO1.4%APH1.4%KO1.4%ED1.3%VZ1.3%COR1.3%ROP1.3%
TechnologyHealthcareFinancial ServicesConsumer DefensiveIndustrialsUtilitiesOther
iShares USMV · 174 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
USMV vs Peer Average
YTDUSMVAvsBPeer average
1D−0.5%+0.1%
1M+1.2%−4.3%
3M+0.7%−5.1%
YTD+8.6%+8.9%
1Y+10.5%+10.6%
3Y+47.1%+67.1%
5Y+41.5%+52.8%
2–5Peer average wins
61 Factor peers · each row scaled to its leader