iShares MSCI USA Min Vol Factor ETF
iShares · Tracks MSCI USA Minimum Volatility (USD) Index · Inception Oct 18, 2011
Trailing returns
through Oct 23, 2026- 1 year
- +12.7%
- 3 year
- +14.8%
- annualized
- 5 year
- +7.7%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.15% expense ratio.
Based on $23.16B in net assets.
Top-10 holdings represent 15.1% of net assets.
Low Volatility Factor base · ETF wrapper · 1.37% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through USMV, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare USMV's fee against another fund
Compounds the 0.15% expense ratio against a peer over decades.
Tool · Overlap
Compare USMV's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Low Volatility Factor funds.
Tool · TLH
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Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for USMV across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | MICROSOFT CORPORATION | 1.62% |
| 2 | AMPHENOL CORPORATION | 1.58% |
| 3 | WELLTOWER INC. | 1.57% |
| 4 | Chubb Limited | 1.54% |
| 5 | JOHNSON & JOHNSON | 1.54% |
| 6 | BERKSHIRE HATHAWAY INC. | 1.47% |
| 7 | CISCO SYSTEMS, INC. | 1.46% |
| 8 | VERTEX PHARMACEUTICALS INCORPORATED | 1.46% |
| 9 | DUKE ENERGY CORPORATION | 1.45% |
| 10 | THE SOUTHERN COMPANY | 1.44% |
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