ETF comparison

USMVvsVTV

Low Volatility Factor vs US Value.

iShares MSCI USA Min Vol Factor ETF · Vanguard Morningstar Value ETF

Holdings overlap

Weighted by ISIN/CUSIP
33.0%

99 positions appear in both funds. Buying equal dollars of USMV and VTV would leave roughly33.0%of each dollar exposed to the same underlying securities.

USMV only 66.8%Shared 33.0%VTV only 66.5%
In USMV only
71 positions
Shared
99 positions
In VTV only
209 positions

Side by side

USMV

iShares MSCI USA Min Vol Factor ETF

iShares · Low Volatility Factor

90composite / 100
Expense ratio
0.15%
Net assets
$24.23B
TTM yield
1.46%
Top-10 conc.
15.6%
VTV

Vanguard Morningstar Value ETF

Vanguard · US Value

93composite / 100
Expense ratio
0.030%
Net assets
$262.30B
TTM yield
1.84%
Top-10 conc.
23.6%

Sub-score comparison

85
Cost
97
85
Tax efficiency
87
100
Liquidity
100
92
Concentration
81
Tracking quality
USMVsub-scoreVTV

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

VTV 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 thecost calculator pre-filled with USMV vs VTV.

Top shared holdings

99 shared in total
#HoldingIn USMVIn VTVOverlap
1EXXON MOBIL CORPORATION1.60%2.12%1.60%
2CISCO SYSTEMS, INC.1.80%1.56%1.56%
3JOHNSON & JOHNSON1.43%2.29%1.43%
4BERKSHIRE HATHAWAY INC.1.41%2.95%1.41%
5MERCK & CO., INC.1.17%1.19%1.17%
6THE PROCTER & GAMBLE COMPANY1.10%1.28%1.10%
7THE COCA-COLA COMPANY1.19%1.05%1.05%
8INTERNATIONAL BUSINESS MACHINES CORPORATION1.11%0.99%0.99%
9WALMART INC.0.87%1.86%0.87%
10Pepsico, Inc.1.01%0.69%0.69%
11LINDE PUBLIC LIMITED COMPANY0.69%0.90%0.69%
12ABBVIE INC.0.63%1.66%0.63%

Only in USMV

71 total
  • NVIDIA CORPORATION1.63%
  • MICROSOFT CORPORATION1.56%
  • AMPHENOL CORPORATION1.50%
  • MOTOROLA SOLUTIONS, INC.1.45%
  • VERTEX PHARMACEUTICALS INCORPORATED1.36%
  • WASTE CONNECTIONS, INC.1.28%
  • MCDONALD'S CORPORATION1.24%
  • THE TJX COMPANIES, INC.1.15%
  • MASTERCARD INCORPORATED1.15%
  • YUM! Brands, Inc.0.98%

Only in VTV

209 total
  • JPMorgan Chase & Co3.06%
  • Caterpillar Inc1.83%
  • Bank of America Corp1.36%
  • Goldman Sachs Group Inc/The1.06%
  • Intel Corp1.05%
  • Wells Fargo & Co0.95%
  • Morgan Stanley0.93%
  • Citigroup Inc0.85%
  • General Electric Co0.73%
  • Thermo Fisher Scientific Inc0.70%

Open USMV or VTV 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.