USMV vs. IUSV ETF Comparison

Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to iShares Core U.S. Vaue ETF (IUSV)
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

$91.82

Average Daily Volume

2,213,728

Number of Holdings *

170

* may have additional holdings in another (foreign) market
IUSV

iShares Core U.S. Vaue ETF

IUSV Description The investment seeks to track the investment results of a broad-based index composed of U.S. equities that exhibit value 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 Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad U.S. equity market.

Grade (RS Rating)

Last Trade

$94.75

Average Daily Volume

452,979

Number of Holdings *

729

* may have additional holdings in another (foreign) market
Performance
Period USMV IUSV
30 Days 3.30% 2.91%
60 Days 6.35% 3.85%
90 Days 9.73% 7.65%
12 Months 25.01% 23.68%
138 Overlapping Holdings
Symbol Grade Weight in USMV Weight in IUSV Overlap
ABBV B 1.0% 1.0% 1.0%
ABT B 1.0% 1.0% 1.0%
ACN C 1.0% 1.0% 1.0%
ADI D 1.0% 1.0% 1.0%
ADP A 1.0% 1.0% 1.0%
AEE A 1.0% 1.0% 1.0%
AEP A 1.0% 1.0% 1.0%
AFG B 1.0% 1.0% 1.0%
AIZ C 1.0% 1.0% 1.0%
AJG A 1.0% 1.0% 1.0%
AKAM D 1.0% 1.0% 1.0%
AMGN B 1.0% 1.0% 1.0%
AON B 1.0% 1.0% 1.0%
APH D 1.0% 1.0% 1.0%
ATO A 1.0% 1.0% 1.0%
AZO C 1.0% 1.0% 1.0%
AZPN C 1.0% 1.0% 1.0%
BDX D 1.0% 1.0% 1.0%
BMRN F 1.0% 1.0% 1.0%
BMY C 1.0% 1.0% 1.0%
BR B 1.0% 1.0% 1.0%
BRK.A C 1.0% 1.0% 1.0%
CB B 1.0% 1.0% 1.0%
CBOE B 1.0% 1.0% 1.0%
CDW D 1.0% 1.0% 1.0%
CHD B 1.0% 1.0% 1.0%
CI B 1.0% 1.0% 1.0%
CL C 1.0% 1.0% 1.0%
CMCSA D 1.0% 1.0% 1.0%
CME B 1.0% 1.0% 1.0%
CMS A 1.0% 1.0% 1.0%
COR B 1.0% 1.0% 1.0%
CPB B 1.0% 1.0% 1.0%
CSCO C 1.0% 1.0% 1.0%
CTSH B 1.0% 1.0% 1.0%
CTVA B 1.0% 1.0% 1.0%
CVS D 1.0% 1.0% 1.0%
CVX D 1.0% 1.0% 1.0%
D B 1.0% 1.0% 1.0%
DGX B 1.0% 1.0% 1.0%
DPZ D 1.0% 1.0% 1.0%
DTE A 1.0% 1.0% 1.0%
DUK B 1.0% 1.0% 1.0%
EA C 1.0% 1.0% 1.0%
ED B 1.0% 1.0% 1.0%
EG B 1.0% 1.0% 1.0%
ELV B 1.0% 1.0% 1.0%
EOG D 1.0% 1.0% 1.0%
ERIE B 1.0% 1.0% 1.0%
FFIV A 1.0% 1.0% 1.0%
FI B 1.0% 1.0% 1.0%
FSLR D 1.0% 1.0% 1.0%
GD B 1.0% 1.0% 1.0%
GEN B 1.0% 1.0% 1.0%
GILD B 1.0% 1.0% 1.0%
GIS B 1.0% 1.0% 1.0%
GLW C 1.0% 1.0% 1.0%
GRMN D 1.0% 1.0% 1.0%
HD B 1.0% 1.0% 1.0%
HIG B 1.0% 1.0% 1.0%
HOLX B 1.0% 1.0% 1.0%
HON D 1.0% 1.0% 1.0%
HRL C 1.0% 1.0% 1.0%
HSY B 1.0% 1.0% 1.0%
HUM F 1.0% 1.0% 1.0%
IBM A 1.0% 1.0% 1.0%
ICE B 1.0% 1.0% 1.0%
INCY C 1.0% 1.0% 1.0%
JNJ B 1.0% 1.0% 1.0%
JNPR B 1.0% 1.0% 1.0%
K A 1.0% 1.0% 1.0%
KDP B 1.0% 1.0% 1.0%
KEYS C 1.0% 1.0% 1.0%
KHC C 1.0% 1.0% 1.0%
KMB C 1.0% 1.0% 1.0%
KNX C 1.0% 1.0% 1.0%
KO B 1.0% 1.0% 1.0%
KR B 1.0% 1.0% 1.0%
L C 1.0% 1.0% 1.0%
LIN B 1.0% 1.0% 1.0%
LMT B 1.0% 1.0% 1.0%
LNT A 1.0% 1.0% 1.0%
MA A 1.0% 1.0% 1.0%
MCD B 1.0% 1.0% 1.0%
MCK F 1.0% 1.0% 1.0%
MDLZ B 1.0% 1.0% 1.0%
MDT B 1.0% 1.0% 1.0%
MMC A 1.0% 1.0% 1.0%
MOH C 1.0% 1.0% 1.0%
MPC F 1.0% 1.0% 1.0%
MRK D 1.0% 1.0% 1.0%
MSI B 1.0% 1.0% 1.0%
NEM B 1.0% 1.0% 1.0%
NOC B 1.0% 1.0% 1.0%
NTAP D 1.0% 1.0% 1.0%
ORLY B 1.0% 1.0% 1.0%
OTIS C 1.0% 1.0% 1.0%
OXY F 1.0% 1.0% 1.0%
PEP B 1.0% 1.0% 1.0%
PFE C 1.0% 1.0% 1.0%
PG A 1.0% 1.0% 1.0%
PGR B 1.0% 1.0% 1.0%
PKG B 1.0% 1.0% 1.0%
PSX F 1.0% 1.0% 1.0%
PTC D 1.0% 1.0% 1.0%
REGN C 1.0% 1.0% 1.0%
ROL B 1.0% 1.0% 1.0%
ROP B 1.0% 1.0% 1.0%
RSG B 1.0% 1.0% 1.0%
RTX C 1.0% 1.0% 1.0%
SO A 1.0% 1.0% 1.0%
STX D 1.0% 1.0% 1.0%
T A 1.0% 1.0% 1.0%
TDY B 1.0% 1.0% 1.0%
TEL D 1.0% 1.0% 1.0%
TJX B 1.0% 1.0% 1.0%
TMUS A 1.0% 1.0% 1.0%
TRV A 1.0% 1.0% 1.0%
TSN C 1.0% 1.0% 1.0%
TXN D 1.0% 1.0% 1.0%
ULTA D 1.0% 1.0% 1.0%
UNH C 1.0% 1.0% 1.0%
UTHR C 1.0% 1.0% 1.0%
V A 1.0% 1.0% 1.0%
VLO F 1.0% 1.0% 1.0%
VRSK D 1.0% 1.0% 1.0%
VRSN D 1.0% 1.0% 1.0%
VRTX C 1.0% 1.0% 1.0%
VZ A 1.0% 1.0% 1.0%
WEC B 1.0% 1.0% 1.0%
WM D 1.0% 1.0% 1.0%
WMB A 1.0% 1.0% 1.0%
WMT B 1.0% 1.0% 1.0%
WRB C 1.0% 1.0% 1.0%
WTW B 1.0% 1.0% 1.0%
XEL B 1.0% 1.0% 1.0%
XOM D 1.0% 1.0% 1.0%
YUM B 1.0% 1.0% 1.0%
USMV Overweight 32 Positions Relative to IUSV
Symbol Grade Weight
CRM D 1.0%
DELL D 1.0%
AMZN C 1.0%
CRWD D 1.0%
GOOG D 1.0%
CDNS D 1.0%
SNPS D 1.0%
TW A 1.0%
HUBS D 1.0%
MELI B 1.0%
ALNY C 1.0%
ANET C 1.0%
FWONK C 1.0%
MKL C 1.0%
IT B 1.0%
NBIX D 1.0%
WDAY D 1.0%
BAH B 1.0%
UBER C 1.0%
FICO A 1.0%
NVDA D 1.0%
FANG F 1.0%
NOW B 1.0%
FCNCA D 1.0%
ACGL A 1.0%
GDDY D 1.0%
AAPL D 1.0%
ORCL B 1.0%
AVGO C 1.0%
MSFT C 1.0%
WCN B 1.0%
LLY C 1.0%
USMV Underweight 591 Positions Relative to IUSV
Symbol Grade Weight
WOLF F -1.0%
AZTA D -1.0%
TNL F -1.0%
WMG D -1.0%
HGV D -1.0%
ALTM F -1.0%
IPGP F -1.0%
MP D -1.0%
YETI D -1.0%
WEN C -1.0%
HELE D -1.0%
ALGM D -1.0%
BLKB B -1.0%
KNF B -1.0%
UA C -1.0%
VC F -1.0%
SAM F -1.0%
EPR B -1.0%
UAA C -1.0%
MMS D -1.0%
COLM B -1.0%
HAE D -1.0%
TEX D -1.0%
GEF D -1.0%
CHH C -1.0%
NSP F -1.0%
CADE C -1.0%
ROIV C -1.0%
IRDM D -1.0%
NSA A -1.0%
SYNA F -1.0%
PPC D -1.0%
LIVN D -1.0%
POWI F -1.0%
MSM D -1.0%
SMG C -1.0%
ADNT F -1.0%
EQH C -1.0%
DLB D -1.0%
CHX D -1.0%
AMED D -1.0%
LFUS D -1.0%
LANC D -1.0%
IBOC C -1.0%
CBT B -1.0%
MASI D -1.0%
EEFT F -1.0%
HWC D -1.0%
MTSI D -1.0%
CDP B -1.0%
BC D -1.0%
LSTR D -1.0%
ZI D -1.0%
AM B -1.0%
LPX B -1.0%
ENOV F -1.0%
OZK D -1.0%
GXO D -1.0%
JWN C -1.0%
GT F -1.0%
WH B -1.0%
RH C -1.0%
ZD D -1.0%
RLI B -1.0%
ENS D -1.0%
VSH F -1.0%
MTN D -1.0%
SRPT F -1.0%
VAC F -1.0%
TGNA C -1.0%
CPRI D -1.0%
DOCS B -1.0%
GNTX F -1.0%
SIGI C -1.0%
EVR B -1.0%
OPCH C -1.0%
CC F -1.0%
EXLS B -1.0%
CRI C -1.0%
EXPO B -1.0%
BRKR D -1.0%
HXL F -1.0%
CVLT B -1.0%
DTM B -1.0%
NOVT D -1.0%
NYCB D -1.0%
BHF F -1.0%
GHC C -1.0%
RCM C -1.0%
MUR F -1.0%
FHI B -1.0%
ALV F -1.0%
RYN C -1.0%
PAG D -1.0%
MGM D -1.0%
SLM D -1.0%
FFIN C -1.0%
CXT D -1.0%
WU F -1.0%
OLN D -1.0%
CNM F -1.0%
NEOG D -1.0%
AMKR D -1.0%
ASB D -1.0%
TKR D -1.0%
CRUS D -1.0%
NWS D -1.0%
LW D -1.0%
CNXC D -1.0%
RL B -1.0%
IDA B -1.0%
NVST D -1.0%
HQY C -1.0%
GATX C -1.0%
KBH B -1.0%
TCBI B -1.0%
CZR D -1.0%
SEIC C -1.0%
GNRC D -1.0%
ETSY F -1.0%
MAN D -1.0%
CHE C -1.0%
NWE A -1.0%
PBF F -1.0%
CYTK D -1.0%
MIDD D -1.0%
MKSI F -1.0%
EGP B -1.0%
CNO B -1.0%
FLS D -1.0%
PCH C -1.0%
STAG B -1.0%
DCI D -1.0%
VLY C -1.0%
LITE C -1.0%
BRBR C -1.0%
AOS D -1.0%
ALE B -1.0%
MAT C -1.0%
PRGO C -1.0%
CGNX D -1.0%
KMPR D -1.0%
KRC C -1.0%
PNM B -1.0%
DVA A -1.0%
FR B -1.0%
AYI B -1.0%
JAZZ D -1.0%
SR A -1.0%
TKO B -1.0%
AN D -1.0%
OGS A -1.0%
CFR C -1.0%
ORA C -1.0%
KEX C -1.0%
BKH A -1.0%
SLGN B -1.0%
CW B -1.0%
ATR A -1.0%
DAY C -1.0%
PII D -1.0%
AVNT B -1.0%
M D -1.0%
BDC B -1.0%
MTG B -1.0%
SWX C -1.0%
ASGN D -1.0%
SBRA A -1.0%
CBSH B -1.0%
ASH D -1.0%
FLO C -1.0%
PNFP B -1.0%
GAP F -1.0%
CUZ B -1.0%
RGLD B -1.0%
TTC D -1.0%
KBR D -1.0%
HOG C -1.0%
CG D -1.0%
SAIC B -1.0%
IRT A -1.0%
VOYA A -1.0%
PAYC D -1.0%
LAMR A -1.0%
AVT D -1.0%
PNR A -1.0%
UMBF B -1.0%
CIEN C -1.0%
FOX C -1.0%
NJR A -1.0%
UBSI C -1.0%
JHG B -1.0%
TPL C -1.0%
HST D -1.0%
BRX B -1.0%
GBCI C -1.0%
UGI B -1.0%
CCL C -1.0%
POR A -1.0%
ELS B -1.0%
COLB C -1.0%
EWBC D -1.0%
HOMB C -1.0%
FNB D -1.0%
WHR D -1.0%
ST F -1.0%
PARA F -1.0%
AMH B -1.0%
NXST D -1.0%
THO C -1.0%
MDU B -1.0%
WTRG D -1.0%
SON C -1.0%
EHC B -1.0%
THG A -1.0%
BRO B -1.0%
PVH D -1.0%
XRAY D -1.0%
NFG A -1.0%
KD D -1.0%
CLF F -1.0%
CUBE A -1.0%
DAR F -1.0%
GME F -1.0%
IBKR B -1.0%
AGCO D -1.0%
AMG C -1.0%
INGR B -1.0%
VMI D -1.0%
NNN B -1.0%
LVS D -1.0%
SRCL A -1.0%
CCK A -1.0%
VNO A -1.0%
SCI A -1.0%
JBL D -1.0%
POOL C -1.0%
KRG B -1.0%
CMC D -1.0%
CTRA F -1.0%
POST C -1.0%
DKS D -1.0%
BEN D -1.0%
ONB C -1.0%
R B -1.0%
LEA F -1.0%
STLD F -1.0%
OHI B -1.0%
FBIN B -1.0%
BBWI F -1.0%
RNR B -1.0%
SFM B -1.0%
WBA F -1.0%
STWD B -1.0%
G B -1.0%
NOV F -1.0%
OSK D -1.0%
XPO D -1.0%
CF C -1.0%
ARW C -1.0%
SNV C -1.0%
BIO C -1.0%
MTZ B -1.0%
DINO F -1.0%
REXR C -1.0%
WTFC C -1.0%
WCC D -1.0%
CACI B -1.0%
ESNT B -1.0%
ZION D -1.0%
FAF A -1.0%
MRO D -1.0%
PB B -1.0%
TMHC B -1.0%
RPM B -1.0%
BURL B -1.0%
HR B -1.0%
EPAM D -1.0%
SSB B -1.0%
ACM B -1.0%
AAL D -1.0%
IVZ C -1.0%
ALGN D -1.0%
BWA F -1.0%
BERY B -1.0%
ALLE A -1.0%
LAD C -1.0%
ADC B -1.0%
FLR D -1.0%
FMC C -1.0%
WBS D -1.0%
AA D -1.0%
AR D -1.0%
UNM B -1.0%
X D -1.0%
GMED D -1.0%
MHK B -1.0%
MAS B -1.0%
SNA B -1.0%
GLPI B -1.0%
FYBR C -1.0%
MOS F -1.0%
CHK D -1.0%
OGE B -1.0%
IR D -1.0%
FHN C -1.0%
HAS B -1.0%
SNX D -1.0%
FRT B -1.0%
GL C -1.0%
SF B -1.0%
HSIC D -1.0%
FDS C -1.0%
ORI B -1.0%
ALLY F -1.0%
FOXA C -1.0%
ENPH D -1.0%
DRI C -1.0%
GPK A -1.0%
MTCH C -1.0%
SOLV C -1.0%
TPR C -1.0%
MKTX C -1.0%
NWSA D -1.0%
TAP C -1.0%
JEF B -1.0%
RRX C -1.0%
PNW A -1.0%
CRL D -1.0%
ARMK B -1.0%
PODD B -1.0%
COHR C -1.0%
HII D -1.0%
QRVO F -1.0%
NLY A -1.0%
AVTR B -1.0%
ALB D -1.0%
LKQ D -1.0%
DXCM F -1.0%
BJ D -1.0%
EXPD D -1.0%
STE B -1.0%
CTLT B -1.0%
MLM D -1.0%
GWW B -1.0%
VMC D -1.0%
PFGC B -1.0%
TECH D -1.0%
BXP A -1.0%
TFX B -1.0%
IPG C -1.0%
HUBB B -1.0%
EMN A -1.0%
CHRW C -1.0%
KMX D -1.0%
ANSS D -1.0%
JLL B -1.0%
WAT C -1.0%
PWR C -1.0%
TTWO D -1.0%
REG B -1.0%
DAL C -1.0%
NUE D -1.0%
SJM C -1.0%
COO B -1.0%
AES C -1.0%
JKHY A -1.0%
CPT B -1.0%
NDSN C -1.0%
USFD A -1.0%
PCAR D -1.0%
BG F -1.0%
WPC B -1.0%
TRMB C -1.0%
JBHT D -1.0%
EVRG A -1.0%
UHS B -1.0%
FNF B -1.0%
DLTR F -1.0%
MNST C -1.0%
RGA B -1.0%
VTRS C -1.0%
UDR B -1.0%
NXPI F -1.0%
RVTY B -1.0%
IEX D -1.0%
DFS C -1.0%
SWK B -1.0%
NI A -1.0%
CAG B -1.0%
ROK D -1.0%
HWM B -1.0%
KEY B -1.0%
SBAC B -1.0%
THC B -1.0%
DOC B -1.0%
AMCR B -1.0%
KIM B -1.0%
SWKS F -1.0%
UAL C -1.0%
TXT D -1.0%
NRG C -1.0%
ON D -1.0%
IP B -1.0%
PH B -1.0%
IRM A -1.0%
MCHP D -1.0%
WBD D -1.0%
LUV C -1.0%
ZBRA C -1.0%
PFG C -1.0%
TSCO B -1.0%
CNP C -1.0%
AVY B -1.0%
J D -1.0%
CHTR D -1.0%
IDXX C -1.0%
NTRS B -1.0%
MTD D -1.0%
APTV F -1.0%
CSGP D -1.0%
CFG C -1.0%
DG F -1.0%
LH B -1.0%
SYF D -1.0%
BBY B -1.0%
GPC D -1.0%
ARE B -1.0%
MSCI C -1.0%
OMC B -1.0%
MAA A -1.0%
EQT D -1.0%
LEN B -1.0%
EL F -1.0%
TER D -1.0%
FAST C -1.0%
OKE A -1.0%
BAX C -1.0%
ESS A -1.0%
ILMN C -1.0%
RF C -1.0%
AME D -1.0%
AMP B -1.0%
BALL C -1.0%
CLX B -1.0%
WDC D -1.0%
HBAN B -1.0%
LDOS B -1.0%
INVH B -1.0%
MKC B -1.0%
CINF B -1.0%
ZBH D -1.0%
HPE F -1.0%
RJF C -1.0%
EFX B -1.0%
FE B -1.0%
WY C -1.0%
SW B -1.0%
MRNA F -1.0%
TROW D -1.0%
PPL A -1.0%
ES B -1.0%
VLTO B -1.0%
LYB F -1.0%
STT B -1.0%
HAL F -1.0%
TT A -1.0%
DVN F -1.0%
DOV B -1.0%
EW D -1.0%
ABNB D -1.0%
PAYX B -1.0%
VTR B -1.0%
IFF B -1.0%
ETR A -1.0%
ADSK B -1.0%
EQR B -1.0%
IQV C -1.0%
CAH B -1.0%
MTB B -1.0%
GPN C -1.0%
FITB B -1.0%
HPQ D -1.0%
AWK A -1.0%
BIIB F -1.0%
ADM D -1.0%
BX A -1.0%
WAB B -1.0%
PPG C -1.0%
FCX D -1.0%
NDAQ B -1.0%
DLR A -1.0%
ECL A -1.0%
XYL D -1.0%
EBAY A -1.0%
CTAS B -1.0%
EIX B -1.0%
CSX D -1.0%
CARR A -1.0%
CEG C -1.0%
PSA A -1.0%
AVB B -1.0%
BKR D -1.0%
SPG B -1.0%
DD B -1.0%
GEV B -1.0%
VICI B -1.0%
DOW F -1.0%
CBRE B -1.0%
ITW B -1.0%
RMD B -1.0%
GEHC C -1.0%
COP F -1.0%
EXR A -1.0%
SYY C -1.0%
ZTS B -1.0%
HCA A -1.0%
CNC C -1.0%
MCO B -1.0%
EXC A -1.0%
A C -1.0%
KMI B -1.0%
STZ C -1.0%
CMI C -1.0%
PEG A -1.0%
F D -1.0%
PRU C -1.0%
PCG B -1.0%
DE B -1.0%
LHX C -1.0%
SHW A -1.0%
AXP B -1.0%
EQIX B -1.0%
KVUE B -1.0%
SYK B -1.0%
MET B -1.0%
SBUX C -1.0%
ETN C -1.0%
FIS A -1.0%
JCI B -1.0%
AIG D -1.0%
ALL A -1.0%
BK A -1.0%
SRE B -1.0%
CCI B -1.0%
BA F -1.0%
GM C -1.0%
COF D -1.0%
NKE D -1.0%
O B -1.0%
BSX B -1.0%
AFL B -1.0%
TFC D -1.0%
SLB F -1.0%
NSC C -1.0%
EMR D -1.0%
ISRG B -1.0%
APD B -1.0%
FDX C -1.0%
AMT B -1.0%
USB C -1.0%
TGT C -1.0%
CAT C -1.0%
PNC B -1.0%
MMM A -1.0%
PYPL B -1.0%
WELL B -1.0%
INTC F -1.0%
UNP B -1.0%
QCOM D -1.0%
MO C -1.0%
SCHW D -1.0%
SPGI A -1.0%
UPS D -1.0%
MU F -1.0%
GE A -1.0%
C D -1.0%
PLD B -1.0%
MS D -1.0%
PM B -1.0%
BLK A -1.0%
LOW B -1.0%
TMO B -1.0%
GS D -1.0%
DIS D -1.0%
NEE B -1.0%
DHR B -1.0%
WFC F -1.0%
COST B -1.0%
BAC D -1.0%
JPM D -1.0%
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