USMV vs. IYC ETF Comparison

Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to iShares U.S. Consumer Services ETF (IYC)

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

$92.89

Average Daily Volume

1,658,167

Number of Holdings ^*

170

* may have additional holdings in another (foreign) market

IYC

iShares U.S. Consumer Services ETF

IYC Description

The investment seeks to track the investment results of an index composed of U.S. equities in the consumer services sector. 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 Dow Jones U.S. Consumer Services Index (the "underlying index"), which measures the performance of the consumer services sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$94.66

Average Daily Volume

99,699

Number of Holdings ^*

173

* may have additional holdings in another (foreign) market

Performance

Period	USMV	IYC
30 Days	-0.52%	6.89%
60 Days	1.20%	8.62%
90 Days	2.94%	13.83%
12 Months	24.52%	33.98%

15 Overlapping Holdings

Symbol	Grade	Weight in USMV	Weight in IYC	Overlap
AMZN	B	0.14%	14.61%	0.14%
AZO	C	0.98%	0.87%	0.87%
DPZ	C	0.19%	0.25%	0.19%
EA	A	0.89%	0.7%	0.7%
FWONK	A	0.31%	0.27%	0.27%
GRMN	B	0.33%	0.53%	0.33%
HD	C	0.3%	4.43%	0.3%
MCD	D	1.25%	3.47%	1.25%
ORLY	B	0.68%	1.15%	0.68%
ROL	B	0.36%	0.23%	0.23%
TJX	A	0.45%	2.19%	0.45%
UBER	F	0.45%	2.31%	0.45%
ULTA	F	0.04%	0.29%	0.04%
WMT	A	1.78%	4.3%	1.78%
YUM	D	0.5%	0.61%	0.5%

USMV Overweight 155 Positions Relative to IYC

Symbol	Grade	Weight
TMUS	B	1.95%
MSI	A	1.81%
PGR	B	1.67%
IBM	C	1.66%
WCN	A	1.56%
RSG	A	1.55%
BRK.A	B	1.55%
DUK	C	1.49%
CSCO	B	1.47%
CB	D	1.47%
APH	B	1.44%
WM	B	1.44%
NOC	D	1.43%
TXN	C	1.39%
VZ	C	1.35%
SO	C	1.35%
MCK	A	1.35%
MSFT	D	1.34%
UNH	B	1.34%
ORCL	A	1.31%
ROP	C	1.3%
ACN	B	1.29%
AJG	A	1.27%
LLY	F	1.25%
PG	C	1.23%
AVGO	D	1.19%
JNJ	D	1.18%
TRV	B	1.15%
ED	C	1.13%
MMC	D	1.11%
ABBV	F	1.04%
MRK	F	1.01%
PEP	F	1.01%
GDDY	A	1.0%
AAPL	C	0.99%
GILD	B	0.94%
V	A	0.9%
FCNCA	A	0.88%
CBOE	C	0.85%
LMT	D	0.82%
K	A	0.8%
WEC	A	0.78%
CTSH	B	0.76%
NOW	B	0.75%
T	A	0.74%
TSN	B	0.71%
MA	B	0.7%
VRTX	D	0.69%
FI	A	0.69%
ACGL	D	0.68%
COR	B	0.67%
NVDA	A	0.67%
GIS	D	0.66%
VRSN	D	0.64%
KR	B	0.61%
AMGN	D	0.59%
FICO	A	0.59%
REGN	F	0.59%
KDP	D	0.59%
TDY	B	0.57%
BDX	F	0.56%
KEYS	A	0.55%
FANG	C	0.55%
FFIV	A	0.55%
MPC	C	0.54%
INCY	C	0.53%
AON	B	0.53%
CME	A	0.53%
PTC	B	0.52%
ELV	F	0.52%
BMY	B	0.49%
XEL	A	0.46%
NEM	D	0.46%
JNPR	D	0.45%
XOM	A	0.45%
MDLZ	F	0.44%
WDAY	C	0.43%
EG	C	0.43%
ERIE	D	0.42%
VRSK	A	0.42%
CL	D	0.41%
CHD	A	0.4%
HUM	C	0.4%
BAH	F	0.39%
CMCSA	B	0.39%
AEP	C	0.39%
AKAM	F	0.39%
KHC	F	0.38%
WTW	B	0.38%
CTVA	C	0.38%
IT	C	0.35%
AFG	A	0.35%
GEN	B	0.35%
CDW	F	0.35%
CVX	A	0.34%
MKL	A	0.34%
CPB	D	0.33%
AIZ	A	0.32%
NBIX	C	0.32%
WMB	A	0.31%
WRB	A	0.31%
GLW	B	0.31%
HSY	F	0.3%
ANET	D	0.29%
ICE	D	0.28%
L	A	0.28%
HON	B	0.25%
AEE	A	0.24%
HUBS	A	0.24%
ADI	D	0.23%
D	C	0.23%
AZPN	A	0.23%
ALNY	D	0.22%
NTAP	C	0.22%
BMRN	F	0.22%
HRL	D	0.21%
CI	D	0.21%
KMB	C	0.21%
TW	A	0.2%
DTE	C	0.2%
PKG	A	0.2%
PFE	F	0.2%
CRWD	B	0.19%
CMS	C	0.19%
CDNS	B	0.18%
MELI	C	0.18%
MOH	F	0.18%
SNPS	C	0.18%
EOG	A	0.17%
HOLX	D	0.16%
LIN	D	0.16%
STX	D	0.16%
GOOG	B	0.16%
UTHR	C	0.14%
MDT	D	0.13%
DELL	C	0.12%
HIG	A	0.12%
OXY	D	0.12%
DGX	A	0.11%
KO	D	0.1%
LNT	A	0.1%
RTX	D	0.09%
ADP	B	0.09%
ABT	B	0.09%
OTIS	D	0.07%
TEL	C	0.07%
ATO	A	0.06%
PSX	C	0.06%
FSLR	F	0.06%
KNX	B	0.06%
VLO	C	0.05%
BR	B	0.05%
CRM	B	0.05%
GD	D	0.05%
CVS	D	0.04%

USMV Underweight 158 Positions Relative to IYC

Symbol	Grade	Weight
TSLA	B	-8.23%
COST	A	-4.51%
NFLX	A	-4.26%
DIS	B	-2.99%
BKNG	A	-2.76%
LOW	C	-2.49%
SBUX	B	-1.81%
NKE	F	-1.49%
CMG	C	-1.33%
TGT	F	-1.16%
MAR	B	-1.06%
GM	B	-1.04%
HLT	A	-0.99%
TTD	B	-0.94%
ABNB	C	-0.94%
RCL	A	-0.91%
CPRT	B	-0.8%
DHI	D	-0.77%
ROST	D	-0.74%
F	C	-0.7%
DAL	A	-0.67%
LEN	D	-0.64%
LULU	C	-0.63%
EBAY	D	-0.5%
TTWO	A	-0.5%
TSCO	D	-0.49%
UAL	A	-0.47%
CPNG	D	-0.46%
RBLX	B	-0.45%
PHM	D	-0.43%
CVNA	B	-0.43%
DECK	A	-0.43%
NVR	D	-0.42%
CCL	A	-0.4%
EXPE	B	-0.37%
WBD	B	-0.36%
LYV	A	-0.33%
DRI	C	-0.32%
OMC	D	-0.32%
LUV	B	-0.31%
BBY	D	-0.31%
DKNG	B	-0.3%
GPC	F	-0.28%
LVS	B	-0.28%
WSM	C	-0.27%
DG	F	-0.27%
BURL	B	-0.27%
APTV	F	-0.25%
TOL	B	-0.25%
EL	F	-0.23%
TXRH	B	-0.21%
POOL	D	-0.21%
SCI	B	-0.2%
DLTR	F	-0.2%
DUOL	A	-0.19%
TPR	B	-0.19%
BJ	B	-0.19%
NCLH	B	-0.19%
KMX	C	-0.19%
CAVA	C	-0.18%
IPG	D	-0.18%
DKS	D	-0.18%
NWSA	A	-0.18%
FND	D	-0.17%
FOXA	B	-0.17%
MUSA	B	-0.16%
CHDN	B	-0.16%
WING	F	-0.16%
ARMK	B	-0.16%
LAD	B	-0.16%
GME	C	-0.16%
LKQ	F	-0.16%
AAL	B	-0.15%
TKO	A	-0.15%
LNW	F	-0.15%
TPX	B	-0.15%
RL	C	-0.14%
CZR	F	-0.14%
MGM	D	-0.14%
RIVN	F	-0.14%
WYNN	D	-0.14%
HAS	D	-0.14%
NYT	D	-0.14%
BWA	D	-0.13%
SKX	F	-0.13%
PLNT	A	-0.13%
HRB	D	-0.13%
WH	B	-0.12%
SITE	F	-0.11%
LYFT	C	-0.11%
SIRI	D	-0.11%
SN	D	-0.11%
PARA	D	-0.11%
H	B	-0.11%
MTN	C	-0.11%
GNTX	F	-0.11%
ELF	C	-0.11%
VFC	C	-0.11%
BBWI	C	-0.11%
CROX	F	-0.1%
ETSY	D	-0.1%
MAT	D	-0.1%
BFAM	F	-0.1%
UHAL	D	-0.1%
ALK	A	-0.1%
BROS	A	-0.09%
VVV	D	-0.09%
LEA	F	-0.09%
OLLI	D	-0.09%
THO	C	-0.09%
PVH	D	-0.09%
FOX	A	-0.09%
WHR	B	-0.09%
RH	C	-0.08%
LOPE	B	-0.08%
BYD	B	-0.08%
NXST	D	-0.08%
M	F	-0.07%
MSGS	A	-0.07%
AN	D	-0.07%
GAP	D	-0.07%
FIVE	F	-0.07%
PII	F	-0.06%
YETI	D	-0.06%
TNL	B	-0.06%
NWS	B	-0.06%
W	D	-0.06%
NWL	B	-0.06%
HOG	F	-0.06%
CHH	A	-0.06%
COLM	C	-0.05%
COTY	F	-0.05%
PAG	C	-0.05%
LLYVK	A	-0.05%
WEN	D	-0.05%
PENN	C	-0.05%
VAC	C	-0.05%
CPRI	F	-0.04%
JWN	D	-0.04%
AAP	D	-0.04%
LEG	F	-0.03%
UA	C	-0.03%
QS	D	-0.03%
CAR	C	-0.03%
FWONA	A	-0.03%
BIRK	D	-0.03%
LEN	D	-0.03%
UAA	C	-0.03%
CRI	F	-0.03%
KSS	F	-0.03%
LCID	F	-0.03%
AS	A	-0.02%
DDS	B	-0.02%
LLYVA	A	-0.02%
TRIP	F	-0.02%
PLTK	B	-0.01%
UHAL	D	-0.01%
PARAA	C	-0.0%