ETF comparison
USMV vs VIG
Low Volatility Factor vs Dividend.
iShares MSCI USA Min Vol Factor ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
68 positions appear in both funds. Buying equal dollars of USMV and VIG would leave roughly 33.5% 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
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 the cost calculator pre-filled with USMV vs VIG.
Top shared holdings
68 shared in total| # | Holding | In USMV | In VIG | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | 1.62% | 4.34% | 1.62% |
| 2 | JOHNSON & JOHNSON | 1.54% | 2.67% | 1.54% |
| 3 | CISCO SYSTEMS, INC. | 1.46% | 1.98% | 1.46% |
| 4 | EXXONMOBIL HOLDINGS CORPORATION | 1.39% | 2.78% | 1.39% |
| 5 | MERCK & CO., INC. | 1.35% | 1.39% | 1.35% |
| 6 | THE COCA-COLA COMPANY | 1.28% | 1.47% | 1.28% |
| 7 | MASTERCARD INCORPORATED | 1.26% | 2.00% | 1.26% |
| 8 | THE PROCTER & GAMBLE COMPANY | 1.04% | 1.45% | 1.04% |
| 9 | BROADCOM INC. | 1.02% | 4.63% | 1.02% |
| 10 | VISA INC. | 1.00% | 2.45% | 1.00% |
| 11 | INTERNATIONAL BUSINESS MACHINES CORPORATION | 1.03% | 0.91% | 0.91% |
| 12 | APPLE INC. | 0.90% | 4.45% | 0.90% |
Only in USMV
97 total- WELLTOWER INC. 1.57%
- BERKSHIRE HATHAWAY INC. 1.47%
- VERTEX PHARMACEUTICALS INCORPORATED 1.46%
- DUKE ENERGY CORPORATION 1.45%
- THE SOUTHERN COMPANY 1.44%
- VERIZON COMMUNICATIONS INC. 1.40%
- NVIDIA CORPORATION 1.32%
- WASTE CONNECTIONS, INC. 1.25%
- CONSOLIDATED EDISON, INC. 1.23%
- NEWMONT CORPORATION 1.21%
Only in VIG
265 total- JPMorgan Chase & Co 4.07%
- Bank of America Corp 1.75%
- Caterpillar Inc 1.62%
- Lam Research Corp 1.58%
- Goldman Sachs Group Inc/The 1.24%
- Morgan Stanley 1.09%
- KLA Corp 1.03%
- Union Pacific Corp 0.75%
- Eaton Corp PLC 0.70%
- BlackRock Funding Inc/DE 0.68%
Related comparisons
More comparisons with USMV
- 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%
- USMV vs SCHB · Schwab U.S. Broad Market ETF 31.6%
- USMV vs VTV · Vanguard Morningstar Value ETF 31.1%
- USMV vs IWD · iShares Russell 1000 Value ETF 30.0%
More comparisons with VIG
- VIG vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 33.3%
- VIG vs DFLV · Dimensional US Large Cap Value ETF 32.7%
- VIG vs FDVV · Fidelity High Dividend ETF 32.3%
- VIG vs CGDV · Capital Group Dividend Value ETF 31.9%
- VIG vs IWY · iShares Russell Top 200 Growth ETF 31.6%
- VIG vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 31.5%
Percentages are holdings overlap with the named fund.
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 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.