ETF comparison
SPYM vs USMV
US Large Cap vs Low Volatility Factor.
State Street SPDR Portfolio S&P 500 ETF · iShares MSCI USA Min Vol Factor ETF
Holdings overlap
148 positions appear in both funds. Buying equal dollars of SPYM and USMV would leave roughly 34.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPYM is 13 bps cheaper than USMV. On a $100,000 position that's about $130/yr more in fees for USMV.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SPYM vs USMV.
Top shared holdings
148 shared in total| # | Holding | In SPYM | In USMV | Overlap |
|---|---|---|---|---|
| 1 | Microsoft Corp | 4.29% | 1.62% | 1.62% |
| 2 | Berkshire Hathaway Inc | 1.42% | 1.47% | 1.42% |
| 3 | NVIDIA Corp | 7.51% | 1.32% | 1.32% |
| 4 | Broadcom Inc | 2.77% | 1.02% | 1.02% |
| 5 | Johnson & Johnson | 0.95% | 1.54% | 0.95% |
| 6 | Apple Inc | 6.59% | 0.90% | 0.90% |
| 7 | Visa Inc | 0.88% | 1.00% | 0.88% |
| 8 | Eli Lilly & Co | 1.47% | 0.78% | 0.78% |
| 9 | Cisco Systems Inc | 0.72% | 1.46% | 0.72% |
| 10 | Walmart Inc | 0.77% | 0.71% | 0.71% |
| 11 | AbbVie Inc | 0.69% | 0.72% | 0.69% |
| 12 | Advanced Micro Devices Inc | 1.47% | 0.69% | 0.69% |
Only in SPYM
358 total- Alphabet Inc 3.25%
- Tesla Inc 1.83%
- JPMorgan Chase & Co 1.36%
- Intel Corp 1.02%
- Exxon Mobil Corp 0.88%
- Lam Research Corp 0.84%
- Caterpillar Inc 0.76%
- KLA Corp 0.61%
- General Electric Co 0.60%
- Bank of America Corp 0.58%
Only in USMV
17 total- EXXONMOBIL HOLDINGS CORPORATION 1.39%
- WASTE CONNECTIONS, INC. 1.25%
- SNOWFLAKE INC. 0.51%
- LIBERTY MEDIA CORP - FORMULA ONE GROUP 0.50%
- ALNYLAM PHARMACEUTICALS, INC. 0.45%
- NEUROCRINE BIOSCIENCES, INC. 0.37%
- MercadoLibre, Inc. 0.36%
- FIRST CITIZENS BANCSHARES, INC. 0.34%
- CLOUDFLARE, INC. 0.28%
- ZOOM COMMUNICATIONS, INC. 0.24%
Related comparisons
More comparisons with SPYM
- SPYM vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 33.7%
- SPYM vs DFLV · Dimensional US Large Cap Value ETF 33.4%
- SPYM vs DFUV · Dimensional US Marketwide Value ETF 33.2%
- SPYM vs MTUM · iShares MSCI USA Momentum Factor ETF 30.0%
- SPYM vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 28.6%
- SPYM vs AVLV · Avantis US Large Cap Value ETF 28.6%
More comparisons with USMV
- USMV vs IVV · iShares Core S&P 500 ETF 34.0%
- USMV vs VOO · Vanguard S&P 500 ETF 34.0%
- USMV vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 33.5%
- USMV vs SPLV · Invesco S&P 500 Low Volatility ETF 33.0%
- USMV vs VTI · Vanguard Morningstar Total Stock Market ETF 32.2%
- USMV vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 32.0%
Percentages are holdings overlap with the named fund.
Open SPYM 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 methodology and 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.