ETF comparison
SPLVvsUSMV
Both Low Volatility Factor.
Invesco S&P 500 Low Volatility ETF · iShares MSCI USA Min Vol Factor ETF
Holdings overlap
52 positions appear in both funds. Buying equal dollars of SPLV and USMV would leave roughly34.6%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
USMV is 10 bps cheaper than SPLV. On a $100,000 position that's about $100/yr more in fees for SPLV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with SPLV vs USMV.
Top shared holdings
52 shared in total| # | Holding | In SPLV | In USMV | Overlap |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | 1.28% | 1.41% | 1.28% |
| 2 | Duke Energy Corp. | 1.25% | 1.55% | 1.25% |
| 3 | Coca-Cola Co. (The) | 1.18% | 1.19% | 1.18% |
| 4 | McDonald's Corp. | 1.16% | 1.24% | 1.16% |
| 5 | Southern Co. (The) | 1.16% | 1.53% | 1.16% |
| 6 | Johnson & Johnson | 1.15% | 1.43% | 1.15% |
| 7 | TJX Cos., Inc. (The) | 1.13% | 1.15% | 1.13% |
| 8 | Republic Services, Inc. | 1.09% | 1.26% | 1.09% |
| 9 | Consolidated Edison, Inc. | 1.08% | 1.34% | 1.08% |
| 10 | Procter & Gamble Co. (The) | 1.07% | 1.10% | 1.07% |
| 11 | Chubb Ltd. | 1.06% | 1.49% | 1.06% |
| 12 | Travelers Cos., Inc. (The) | 1.01% | 1.09% | 1.01% |
Only in SPLV
49 total- FirstEnergy Corp.1.34%
- CenterPoint Energy, Inc.1.23%
- Evergy, Inc.1.22%
- Pinnacle West Capital Corp.1.19%
- Regency Centers Corp.1.18%
- VICI Properties Inc.1.18%
- Aflac Inc.1.10%
- Federal Realty Investment Trust1.09%
- Exelon Corp.1.06%
- Cintas Corp.1.05%
Only in USMV
118 total- CISCO SYSTEMS, INC.1.80%
- NVIDIA CORPORATION1.63%
- EXXON MOBIL CORPORATION1.60%
- MICROSOFT CORPORATION1.56%
- AMPHENOL CORPORATION1.50%
- VERIZON COMMUNICATIONS INC.1.49%
- VERTEX PHARMACEUTICALS INCORPORATED1.36%
- MCKESSON CORPORATION1.30%
- CENCORA, INC.1.28%
- WASTE CONNECTIONS, INC.1.28%
Open SPLV or USMV at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.