ETF comparison
USMV vs VUG
Low Volatility Factor vs US Large Cap Growth.
iShares MSCI USA Min Vol Factor ETF · Vanguard Morningstar Growth ETF
Holdings overlap
61 positions appear in both funds. Buying equal dollars of USMV and VUG would leave roughly 22.5% 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
VUG 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 VUG.
Top shared holdings
61 shared in total| # | Holding | In USMV | In VUG | Overlap |
|---|---|---|---|---|
| 1 | MICROSOFT CORPORATION | 1.62% | 7.61% | 1.62% |
| 2 | NVIDIA CORPORATION | 1.32% | 12.63% | 1.32% |
| 3 | MASTERCARD INCORPORATED | 1.26% | 1.13% | 1.13% |
| 4 | BROADCOM INC. | 1.02% | 4.28% | 1.02% |
| 5 | VISA INC. | 1.00% | 1.54% | 1.00% |
| 6 | APPLE INC. | 0.90% | 11.67% | 0.90% |
| 7 | PALO ALTO NETWORKS, INC. | 0.95% | 0.78% | 0.78% |
| 8 | ELI LILLY AND COMPANY | 0.78% | 2.81% | 0.78% |
| 9 | PALANTIR TECHNOLOGIES INC. | 0.85% | 0.71% | 0.71% |
| 10 | ADVANCED MICRO DEVICES, INC. | 0.69% | 2.62% | 0.69% |
| 11 | APPLIED MATERIALS, INC. | 0.65% | 1.60% | 0.65% |
| 12 | GE VERNOVA INC. | 0.63% | 0.89% | 0.63% |
Only in USMV
104 total- Chubb Limited 1.54%
- JOHNSON & JOHNSON 1.54%
- BERKSHIRE HATHAWAY INC. 1.47%
- CISCO SYSTEMS, INC. 1.46%
- DUKE ENERGY CORPORATION 1.45%
- THE SOUTHERN COMPANY 1.44%
- VERIZON COMMUNICATIONS INC. 1.40%
- EXXONMOBIL HOLDINGS CORPORATION 1.39%
- WASTE MANAGEMENT, INC. 1.38%
- MERCK & CO., INC. 1.35%
Only in VUG
85 total- Alphabet Inc 5.76%
- Tesla Inc 3.27%
- Lam Research Corp 1.51%
- KLA Corp 1.10%
- Sandisk Corp 0.94%
- Intel Corp 0.79%
- General Electric Co 0.55%
- Boeing Co/The 0.48%
- Intuitive Surgical Inc 0.40%
- Booking Holdings Inc 0.40%
Related comparisons
More comparisons with USMV
- USMV vs IWF · iShares Russell 1000 Growth ETF 22.3%
- USMV vs VO · Vanguard Morningstar Mid-Cap ETF 17.8%
- USMV vs SCHD · Schwab U.S. Dividend Equity ETF 10.9%
- USMV vs VB · Vanguard Morningstar Small-Cap ETF 2.9%
- 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%
More comparisons with VUG
- VUG vs IWD · iShares Russell 1000 Value ETF 22.4%
- VUG vs DIA · State Street SPDR Dow Jones Industrial Average ETF Trust 22.2%
- VUG vs SPHQ · Invesco S&P 500 Quality ETF 22.0%
- VUG vs SPHB · Invesco S&P 500 High Beta ETF 21.4%
- VUG vs RDVY · First Trust Rising Dividend Achievers ETF 20.1%
- VUG vs JAVA · JPMorgan Active Value ETF 19.9%
Percentages are holdings overlap with the named fund.
Open USMV or VUG 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.