ETF comparison
USMVvsVIG
Low Volatility Factor vs Dividend.
iShares MSCI USA Min Vol Factor ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
72 positions appear in both funds. Buying equal dollars of USMV and VIG would leave roughly33.7%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
VIG is 11 bps cheaper than USMV. On a $100,000 position that's about $110/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 thecost calculator pre-filled with USMV vs VIG.
Top shared holdings
72 shared in total| # | Holding | In USMV | In VIG | Overlap |
|---|---|---|---|---|
| 1 | CISCO SYSTEMS, INC. | 1.80% | 1.63% | 1.63% |
| 2 | EXXON MOBIL CORPORATION | 1.60% | 2.90% | 1.60% |
| 3 | MICROSOFT CORPORATION | 1.56% | 3.97% | 1.56% |
| 4 | JOHNSON & JOHNSON | 1.43% | 2.49% | 1.43% |
| 5 | THE COCA-COLA COMPANY | 1.19% | 1.37% | 1.19% |
| 6 | MERCK & CO., INC. | 1.17% | 1.22% | 1.17% |
| 7 | MASTERCARD INCORPORATED | 1.15% | 1.84% | 1.15% |
| 8 | THE PROCTER & GAMBLE COMPANY | 1.10% | 1.54% | 1.10% |
| 9 | Pepsico, Inc. | 1.01% | 0.98% | 0.98% |
| 10 | INTERNATIONAL BUSINESS MACHINES CORPORATION | 1.11% | 0.97% | 0.97% |
| 11 | MCDONALD'S CORPORATION | 1.24% | 0.94% | 0.94% |
| 12 | VISA INC. | 0.94% | 2.33% | 0.94% |
Only in USMV
98 total- NVIDIA CORPORATION1.63%
- DUKE ENERGY CORPORATION1.55%
- THE SOUTHERN COMPANY1.53%
- VERIZON COMMUNICATIONS INC.1.49%
- BERKSHIRE HATHAWAY INC.1.41%
- VERTEX PHARMACEUTICALS INCORPORATED1.36%
- CONSOLIDATED EDISON, INC.1.34%
- WASTE CONNECTIONS, INC.1.28%
- NEWMONT CORPORATION1.18%
- T-MOBILE US, INC.1.16%
Only in VIG
260 total- JPMorgan Chase & Co3.59%
- Caterpillar Inc1.87%
- Bank of America Corp1.57%
- Lam Research Corp1.45%
- Goldman Sachs Group Inc/The1.19%
- KLA Corp1.03%
- Morgan Stanley1.03%
- Eaton Corp PLC0.76%
- Union Pacific Corp0.72%
- BlackRock Funding Inc/DE0.69%
Open USMV or VIG 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.