IVW vs. USMV ETF Comparison
Comparison of iShares S&P 500 Growth ETF (IVW) to iShares MSCI USA Minimum Volatility ETF (USMV)
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$99.62
Average Daily Volume
1,876,242
Number of Holdings
*
233
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$93.46
Average Daily Volume
1,630,912
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | IVW | USMV |
|---|---|---|
| 30 Days | 3.28% | 1.70% |
| 60 Days | 4.93% | 2.42% |
| 90 Days | 6.28% | 4.02% |
| 12 Months | 37.80% | 25.63% |
78 Overlapping Holdings
| Symbol | Grade | Weight in IVW | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 11.96% | 0.99% | 0.99% | |
| ABBV | D | 0.38% | 1.04% | 0.38% | |
| ACGL | D | 0.13% | 0.68% | 0.13% | |
| ACN | C | 0.42% | 1.29% | 0.42% | |
| ADI | D | 0.21% | 0.23% | 0.21% | |
| ADP | B | 0.17% | 0.09% | 0.09% | |
| AJG | B | 0.11% | 1.27% | 0.11% | |
| AKAM | D | 0.02% | 0.39% | 0.02% | |
| AMZN | C | 6.81% | 0.14% | 0.14% | |
| ANET | C | 0.34% | 0.29% | 0.29% | |
| AON | A | 0.14% | 0.53% | 0.14% | |
| APH | A | 0.17% | 1.44% | 0.17% | |
| AVGO | D | 2.73% | 1.19% | 1.19% | |
| AZO | C | 0.13% | 0.98% | 0.13% | |
| BR | A | 0.05% | 0.05% | 0.05% | |
| CBOE | B | 0.05% | 0.85% | 0.05% | |
| CDNS | B | 0.29% | 0.18% | 0.18% | |
| CDW | F | 0.04% | 0.35% | 0.04% | |
| CHD | B | 0.04% | 0.4% | 0.04% | |
| CL | D | 0.1% | 0.41% | 0.1% | |
| CME | A | 0.1% | 0.53% | 0.1% | |
| CRM | B | 1.11% | 0.05% | 0.05% | |
| CRWD | B | 0.27% | 0.19% | 0.19% | |
| DELL | C | 0.07% | 0.12% | 0.07% | |
| DPZ | C | 0.02% | 0.19% | 0.02% | |
| EA | A | 0.06% | 0.89% | 0.06% | |
| EOG | A | 0.18% | 0.17% | 0.17% | |
| ERIE | D | 0.02% | 0.42% | 0.02% | |
| FANG | D | 0.12% | 0.55% | 0.12% | |
| FI | A | 0.22% | 0.69% | 0.22% | |
| FICO | B | 0.2% | 0.59% | 0.2% | |
| GDDY | A | 0.09% | 1.0% | 0.09% | |
| GOOG | C | 2.94% | 0.16% | 0.16% | |
| GRMN | B | 0.06% | 0.33% | 0.06% | |
| HD | A | 0.51% | 0.3% | 0.3% | |
| HSY | F | 0.03% | 0.3% | 0.03% | |
| IT | C | 0.14% | 0.35% | 0.14% | |
| KO | D | 0.33% | 0.1% | 0.1% | |
| LIN | D | 0.39% | 0.16% | 0.16% | |
| LLY | F | 2.14% | 1.25% | 1.25% | |
| MA | C | 1.07% | 0.7% | 0.7% | |
| MCD | D | 0.32% | 1.25% | 0.32% | |
| MDLZ | F | 0.13% | 0.44% | 0.13% | |
| MMC | B | 0.2% | 1.11% | 0.2% | |
| MOH | F | 0.04% | 0.18% | 0.04% | |
| MPC | D | 0.1% | 0.54% | 0.1% | |
| MRK | F | 0.34% | 1.01% | 0.34% | |
| MSFT | F | 10.94% | 1.34% | 1.34% | |
| MSI | B | 0.16% | 1.81% | 0.16% | |
| NOW | A | 0.74% | 0.75% | 0.74% | |
| NTAP | C | 0.03% | 0.22% | 0.03% | |
| NVDA | C | 12.44% | 0.67% | 0.67% | |
| ORCL | B | 1.03% | 1.31% | 1.03% | |
| ORLY | B | 0.18% | 0.68% | 0.18% | |
| OTIS | C | 0.05% | 0.07% | 0.05% | |
| PEP | F | 0.28% | 1.01% | 0.28% | |
| PG | A | 0.53% | 1.23% | 0.53% | |
| PGR | A | 0.26% | 1.67% | 0.26% | |
| PTC | A | 0.05% | 0.52% | 0.05% | |
| REGN | F | 0.17% | 0.59% | 0.17% | |
| ROL | B | 0.02% | 0.36% | 0.02% | |
| ROP | B | 0.09% | 1.3% | 0.09% | |
| RSG | A | 0.08% | 1.55% | 0.08% | |
| SNPS | B | 0.29% | 0.18% | 0.18% | |
| STX | D | 0.03% | 0.16% | 0.03% | |
| TEL | B | 0.06% | 0.07% | 0.06% | |
| TJX | A | 0.3% | 0.45% | 0.3% | |
| TXN | C | 0.24% | 1.39% | 0.24% | |
| UBER | D | 0.52% | 0.45% | 0.45% | |
| ULTA | F | 0.04% | 0.04% | 0.04% | |
| UNH | C | 0.72% | 1.34% | 0.72% | |
| V | A | 1.17% | 0.9% | 0.9% | |
| VRSK | A | 0.08% | 0.42% | 0.08% | |
| VRSN | F | 0.03% | 0.64% | 0.03% | |
| VRTX | F | 0.28% | 0.69% | 0.28% | |
| WM | A | 0.13% | 1.44% | 0.13% | |
| WMB | A | 0.09% | 0.31% | 0.09% | |
| YUM | B | 0.06% | 0.5% | 0.06% |
IVW Overweight 155 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | D | 4.35% | |
| GOOGL | C | 3.55% | |
| TSLA | B | 2.98% | |
| NFLX | A | 1.24% | |
| ADBE | C | 0.81% | |
| AMD | F | 0.77% | |
| INTU | C | 0.68% | |
| COST | B | 0.59% | |
| BKNG | A | 0.57% | |
| AMAT | F | 0.53% | |
| PANW | C | 0.44% | |
| ISRG | A | 0.43% | |
| PLTR | B | 0.41% | |
| AXP | A | 0.39% | |
| CAT | B | 0.38% | |
| KKR | A | 0.35% | |
| LRCX | F | 0.34% | |
| QCOM | F | 0.33% | |
| BX | A | 0.32% | |
| ETN | A | 0.31% | |
| COP | C | 0.31% | |
| KLAC | D | 0.3% | |
| GE | D | 0.29% | |
| SYK | C | 0.29% | |
| CMG | B | 0.28% | |
| TMO | F | 0.27% | |
| TDG | D | 0.25% | |
| SPGI | C | 0.25% | |
| PM | B | 0.25% | |
| PH | A | 0.24% | |
| BSX | B | 0.24% | |
| MAR | B | 0.23% | |
| SBUX | A | 0.23% | |
| TT | A | 0.22% | |
| UNP | C | 0.22% | |
| FTNT | C | 0.21% | |
| HLT | A | 0.21% | |
| DE | A | 0.2% | |
| RCL | A | 0.19% | |
| URI | B | 0.19% | |
| DHI | D | 0.17% | |
| CPRT | A | 0.17% | |
| SHW | A | 0.16% | |
| ROST | C | 0.16% | |
| VST | B | 0.16% | |
| NXPI | D | 0.15% | |
| AXON | A | 0.15% | |
| ZTS | D | 0.15% | |
| PCAR | B | 0.15% | |
| BA | F | 0.15% | |
| EQIX | A | 0.14% | |
| HES | B | 0.14% | |
| CTAS | B | 0.14% | |
| TRGP | B | 0.14% | |
| ODFL | B | 0.14% | |
| AMT | D | 0.13% | |
| LULU | C | 0.13% | |
| GEV | B | 0.13% | |
| OKE | A | 0.13% | |
| GWW | B | 0.13% | |
| NKE | D | 0.13% | |
| ITW | B | 0.12% | |
| ADSK | A | 0.12% | |
| CSX | B | 0.12% | |
| MCO | B | 0.12% | |
| HCA | F | 0.11% | |
| FCX | D | 0.11% | |
| CEG | D | 0.11% | |
| ECL | D | 0.11% | |
| IR | B | 0.11% | |
| PWR | A | 0.11% | |
| NVR | D | 0.1% | |
| MPWR | F | 0.1% | |
| AMP | A | 0.1% | |
| ABNB | C | 0.1% | |
| CARR | D | 0.1% | |
| CPAY | A | 0.09% | |
| TYL | B | 0.09% | |
| FTV | C | 0.09% | |
| HWM | A | 0.09% | |
| PHM | D | 0.09% | |
| DECK | A | 0.09% | |
| MSCI | C | 0.09% | |
| NUE | C | 0.08% | |
| PSA | D | 0.08% | |
| DLR | B | 0.08% | |
| EXPE | B | 0.08% | |
| LEN | D | 0.08% | |
| DAL | C | 0.08% | |
| FAST | B | 0.08% | |
| DFS | B | 0.08% | |
| MNST | C | 0.08% | |
| MLM | B | 0.08% | |
| VMC | B | 0.08% | |
| WST | C | 0.08% | |
| IDXX | F | 0.07% | |
| SPG | B | 0.07% | |
| BRO | B | 0.07% | |
| LYV | A | 0.07% | |
| MCHP | D | 0.07% | |
| BLDR | D | 0.07% | |
| AME | A | 0.07% | |
| IRM | D | 0.06% | |
| ANSS | B | 0.06% | |
| CCL | B | 0.06% | |
| CHTR | C | 0.06% | |
| DXCM | D | 0.06% | |
| PAYX | C | 0.06% | |
| CSGP | D | 0.05% | |
| IQV | D | 0.05% | |
| EW | C | 0.05% | |
| TTWO | A | 0.05% | |
| ROK | B | 0.05% | |
| DRI | B | 0.04% | |
| LVS | C | 0.04% | |
| HUBB | B | 0.04% | |
| NCLH | B | 0.04% | |
| STE | F | 0.04% | |
| PNR | A | 0.04% | |
| CTRA | B | 0.04% | |
| STLD | B | 0.04% | |
| TSCO | D | 0.04% | |
| ON | D | 0.04% | |
| EFX | F | 0.04% | |
| HST | C | 0.03% | |
| LW | C | 0.03% | |
| POOL | C | 0.03% | |
| JBL | B | 0.03% | |
| CE | F | 0.03% | |
| WAT | B | 0.03% | |
| CF | B | 0.03% | |
| COO | D | 0.03% | |
| APA | D | 0.03% | |
| SNA | A | 0.03% | |
| MRO | B | 0.03% | |
| ALGN | D | 0.03% | |
| WYNN | D | 0.03% | |
| FDS | B | 0.03% | |
| SMCI | F | 0.03% | |
| MAS | D | 0.03% | |
| SBAC | D | 0.03% | |
| MTD | D | 0.03% | |
| RL | B | 0.02% | |
| ALLE | D | 0.02% | |
| PAYC | B | 0.02% | |
| CZR | F | 0.02% | |
| AOS | F | 0.02% | |
| EPAM | C | 0.02% | |
| MGM | D | 0.02% | |
| EXPD | D | 0.02% | |
| DAY | B | 0.02% | |
| GNRC | B | 0.02% | |
| PODD | C | 0.02% | |
| ENPH | F | 0.01% | |
| DVA | B | 0.01% |
IVW Underweight 92 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | -1.95% | |
| WMT | A | -1.78% | |
| IBM | C | -1.66% | |
| WCN | A | -1.56% | |
| BRK.A | B | -1.55% | |
| DUK | C | -1.49% | |
| CSCO | B | -1.47% | |
| CB | C | -1.47% | |
| NOC | D | -1.43% | |
| VZ | C | -1.35% | |
| SO | D | -1.35% | |
| MCK | B | -1.35% | |
| JNJ | D | -1.18% | |
| TRV | B | -1.15% | |
| ED | D | -1.13% | |
| GILD | C | -0.94% | |
| FCNCA | A | -0.88% | |
| LMT | D | -0.82% | |
| K | A | -0.8% | |
| WEC | A | -0.78% | |
| CTSH | B | -0.76% | |
| T | A | -0.74% | |
| TSN | B | -0.71% | |
| COR | B | -0.67% | |
| GIS | D | -0.66% | |
| KR | B | -0.61% | |
| AMGN | D | -0.59% | |
| KDP | D | -0.59% | |
| TDY | B | -0.57% | |
| BDX | F | -0.56% | |
| KEYS | A | -0.55% | |
| FFIV | B | -0.55% | |
| INCY | C | -0.53% | |
| ELV | F | -0.52% | |
| BMY | B | -0.49% | |
| XEL | A | -0.46% | |
| NEM | D | -0.46% | |
| JNPR | F | -0.45% | |
| XOM | B | -0.45% | |
| WDAY | B | -0.43% | |
| EG | C | -0.43% | |
| HUM | C | -0.4% | |
| BAH | F | -0.39% | |
| CMCSA | B | -0.39% | |
| AEP | D | -0.39% | |
| KHC | F | -0.38% | |
| WTW | B | -0.38% | |
| CTVA | C | -0.38% | |
| AFG | A | -0.35% | |
| GEN | B | -0.35% | |
| CVX | A | -0.34% | |
| MKL | A | -0.34% | |
| CPB | D | -0.33% | |
| AIZ | A | -0.32% | |
| NBIX | C | -0.32% | |
| WRB | A | -0.31% | |
| GLW | B | -0.31% | |
| FWONK | B | -0.31% | |
| ICE | C | -0.28% | |
| L | A | -0.28% | |
| HON | B | -0.25% | |
| AEE | A | -0.24% | |
| HUBS | A | -0.24% | |
| D | C | -0.23% | |
| AZPN | A | -0.23% | |
| ALNY | D | -0.22% | |
| BMRN | D | -0.22% | |
| HRL | D | -0.21% | |
| CI | F | -0.21% | |
| KMB | D | -0.21% | |
| TW | A | -0.2% | |
| DTE | C | -0.2% | |
| PKG | A | -0.2% | |
| PFE | D | -0.2% | |
| CMS | C | -0.19% | |
| MELI | D | -0.18% | |
| HOLX | D | -0.16% | |
| UTHR | C | -0.14% | |
| MDT | D | -0.13% | |
| HIG | B | -0.12% | |
| OXY | D | -0.12% | |
| DGX | A | -0.11% | |
| LNT | A | -0.1% | |
| RTX | C | -0.09% | |
| ABT | B | -0.09% | |
| ATO | A | -0.06% | |
| PSX | C | -0.06% | |
| FSLR | F | -0.06% | |
| KNX | B | -0.06% | |
| VLO | C | -0.05% | |
| GD | F | -0.05% | |
| CVS | D | -0.04% |
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Insurance Brokers
Internet Content & Information
Leisure
Medical Devices
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Capital Markets
Credit Services
Information Technology Services
Medical Instruments & Supplies
Residential Construction
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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