ETF Versus

USMV

iShares MSCI USA Min Vol Factor ETF

Expense Ratio
0.15%
AUM
$22.2B
Yield
1.59%

iShares MSCI USA Min Vol Factor ETF (USMV) is an exchange-traded fund that provides exposure to us factor - min volatility securities. It charges a low expense ratio of 0.15%. The fund offers a moderate dividend yield of 1.59%. Launched in 2011, the fund has a 15-year track record.

Performance Chart

Indexed to 100 at start (5-year comparison)

90 100 110 120 130 140 2021-04 2022-06 2023-09 2024-12 2026-04
USMV +31.4%

Returns

1M
-5.1%
3M
-1.1%
6M
-2.6%
YTD
-1.1%
1Y
-1.0%
3Y
+26.9%
5Y
+31.4%

Top Holdings

# Name Ticker Weight
1 Exxon Mobil Corporation XOM 1.84%
2 Cisco Systems, Inc. CSCO 1.63%
3 Verizon Communications Inc. VZ 1.61%
4 Duke Energy Corporation DUK 1.61%
5 The Southern Company SO 1.57%
6 Johnson & Johnson JNJ 1.55%
7 Chubb Limited CB 1.51%
8 Motorola Solutions, Inc. MSI 1.50%
9 Waste Management, Inc. WM 1.48%
10 Berkshire Hathaway Inc. BRK.B 1.45%

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