ETF comparison
USMV vs VB
Low Volatility Factor vs US Small Cap.
iShares MSCI USA Min Vol Factor ETF · Vanguard Morningstar Small-Cap ETF
Holdings overlap
18 positions appear in both funds. Buying equal dollars of USMV and VB would leave roughly 2.9% 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
VB is 12 bps cheaper than USMV. On a $100,000 position that's about $120/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 USMV vs VB.
Top shared holdings
18 shared in total| # | Holding | In USMV | In VB | Overlap |
|---|---|---|---|---|
| 1 | F5, INC. | 0.57% | 0.29% | 0.29% |
| 2 | EXPAND ENERGY CORPORATION | 0.25% | 0.27% | 0.25% |
| 3 | LIBERTY MEDIA CORP - FORMULA ONE GROUP | 0.50% | 0.25% | 0.25% |
| 4 | INCYTE CORPORATION | 0.46% | 0.23% | 0.23% |
| 5 | NEUROCRINE BIOSCIENCES, INC. | 0.37% | 0.21% | 0.21% |
| 6 | FIRST CITIZENS BANCSHARES, INC. | 0.34% | 0.19% | 0.19% |
| 7 | UNITED THERAPEUTICS CORPORATION | 0.19% | 0.28% | 0.19% |
| 8 | SUN COMMUNITIES, INC. | 0.22% | 0.18% | 0.18% |
| 9 | Credo Technology Group Holding Ltd | 0.17% | 0.55% | 0.17% |
| 10 | GEN DIGITAL INC. | 0.27% | 0.16% | 0.16% |
| 11 | PTC INC. | 0.50% | 0.16% | 0.16% |
| 12 | TYLER TECHNOLOGIES, INC. | 0.40% | 0.15% | 0.15% |
Only in USMV
147 total- MICROSOFT CORPORATION 1.62%
- AMPHENOL CORPORATION 1.58%
- WELLTOWER INC. 1.57%
- Chubb Limited 1.54%
- JOHNSON & JOHNSON 1.54%
- BERKSHIRE HATHAWAY INC. 1.47%
- CISCO SYSTEMS, INC. 1.46%
- VERTEX PHARMACEUTICALS INCORPORATED 1.46%
- DUKE ENERGY CORPORATION 1.45%
- THE SOUTHERN COMPANY 1.44%
Only in VB
1,291 total- Jabil Inc 0.49%
- REVOLUTION Medicines Inc 0.46%
- Natera Inc 0.45%
- EMCOR Group Inc 0.45%
- Twilio Inc 0.38%
- NRG Energy Inc 0.37%
- MKS Instruments Inc 0.37%
- Flex Ltd 0.36%
- Tapestry Inc 0.36%
- Casey's General Stores Inc 0.36%
Related comparisons
More comparisons with USMV
- USMV vs IJH · iShares Core S&P Mid-Cap ETF 0.6%
- USMV vs EEMV · iShares MSCI Emerging Markets Min Vol Factor ETF 0.0%
- USMV vs EFAV · iShares MSCI EAFE Min Vol Factor ETF 0.0%
- USMV vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- USMV vs IWM · iShares Russell 2000 ETF 0.0%
- USMV vs ACWV · iShares MSCI Global Min Vol Factor ETF 49.6%
More comparisons with VB
- VB vs QUAL · iShares MSCI USA Quality Factor ETF 2.9%
- VB vs SCHD · Schwab U.S. Dividend Equity ETF 2.8%
- VB vs SPLV · Invesco S&P 500 Low Volatility ETF 2.8%
- VB vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 2.8%
- VB vs CGGR · Capital Group Growth ETF 2.7%
- VB vs HDV · iShares Core High Dividend ETF 2.7%
Percentages are holdings overlap with the named fund.
Open USMV or VB 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.