iShares MSCI USA Min Vol Factor ETF (USMV) belongs to the Low Volatility category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with USMV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USMV
USMV charges 0.15% annually. There are 4 ETFs in the Low Volatility category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P 500 Minimum Variance ETF | 0.10% | 3.55M | Jul 2017 | USMV vs SPMV | |
| SPDR SSGA US Large Cap Low Volatility Index ETF | 0.12% | 1.21B | Feb 2013 | USMV vs LGLV | |
| SPDR SSGA US Small Cap Low Volatility Index ETF | 0.12% | 258.53M | Feb 2013 | USMV vs SMLV | |
| Vanguard U.S. Minimum Volatility ETF | 0.13% | 418.00M | Feb 2018 | USMV vs VFMV | |
| SEI Enhanced Low Volatility US Large Cap ETF | 0.15% | 168.13M | May 2022 | USMV vs SELV |
Best Risk-Adjusted Alternatives to USMV
USMV has a PortfoliosLab risk / return rank of 37. There are 36 ETFs in the Low Volatility category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin International Low Volatility High Dividen... | 97 | 5.48B | Jul 2016 | USMV vs LVHI | |
| Franklin Liberty U.S. Low Volatility ETF | 96 | 112.15M | Sep 2016 | USMV vs FLLV | |
| VictoryShares International Volatility Wtd ETF | 93 | 31.30M | Aug 2015 | USMV vs CIL | |
| VictoryShares US Multi-Factor Minimum Volatility E... | 93 | 155.09M | Jun 2017 | USMV vs VSMV | |
| SPDR SSGA US Small Cap Low Volatility Index ETF | 91 | 258.53M | Feb 2013 | USMV vs SMLV |
Top Performing USMV Alternatives (YTD)
USMV is at 5.12% YTD. There are 41 ETFs in the Low Volatility category with higher YTD returns, going as high as 25.86%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ETRACS Monthly Pay 2xLeveraged US High Dividend Lo... | 25.86% | 5.73M | Oct 2019 | USMV vs HDLB | |
| SPDR SSGA US Small Cap Low Volatility Index ETF | 24.63% | 258.53M | Feb 2013 | USMV vs SMLV | |
| Franklin International Low Volatility High Dividen... | 18.07% | 5.48B | Jul 2016 | USMV vs LVHI | |
| VictoryShares US EQ Income Enhanced Volatility Wtd... | 17.86% | 737.76M | Jul 2014 | USMV vs CDC | |
| Invesco S&P SmallCap Low Volatility ETF | 17.73% | 246.33M | Feb 2013 | USMV vs XSLV |
Lowest Volatility Alternatives to USMV
USMV has 8.54% 1-year volatility. There are 4 ETFs in the Low Volatility category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares International Volatility Wtd ETF | 6.77% | 31.30M | Aug 2015 | USMV vs CIL | |
| FlexShares US Quality Low Volatility Index Fund | 7.88% | 163.65M | Jul 2019 | USMV vs QLV | |
| iShares MSCI Global Min Vol Factor ETF | 8.05% | 3.32B | Oct 2011 | USMV vs ACWV | |
| Franklin Liberty U.S. Low Volatility ETF | 8.33% | 112.15M | Sep 2016 | USMV vs FLLV | |
| Vanguard U.S. Minimum Volatility ETF | 8.93% | 418.00M | Feb 2018 | USMV vs VFMV |
Lowest Drawdown Alternatives to USMV
USMV has a 1-year max drawdown of -6.46%. There are 11 ETFs in the Low Volatility category with shallower 1-year drawdowns, going as shallow as -4.60%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares International Volatility Wtd ETF | -4.60% | 31.30M | Aug 2015 | USMV vs CIL | |
| Franklin Liberty U.S. Low Volatility ETF | -4.90% | 112.15M | Sep 2016 | USMV vs FLLV | |
| VictoryShares US Multi-Factor Minimum Volatility E... | -5.18% | 155.09M | Jun 2017 | USMV vs VSMV | |
| VictoryShares US Large Cap High Dividend Volatilit... | -5.66% | 400.62M | Jul 2015 | USMV vs CDL | |
| VictoryShares US EQ Income Enhanced Volatility Wtd... | -5.67% | 737.76M | Jul 2014 | USMV vs CDC |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, SOXX and span 14 categories. AUM among these funds goes as high as $869B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 2.13% | 99.95B | May 2020 | USMV vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -27.17% | 46.52B | Jan 2024 | USMV vs IBIT | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 90 | 68.76% | 44.69B | Jul 2001 | USMV vs SOXX | |
| iShares Core S&P 500 ETF | S&P 500 | 78 | 11.75% | 869.20B | May 2000 | USMV vs IVV | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 92 | 13.79% | 42.77B | Jun 2014 | USMV vs DGRO | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 7 | -3.18% | 41.54B | Jul 2002 | USMV vs TLT | |
| iShares Silver Trust | Silver, Precious Metals | 35 | -18.57% | 28.08B | Apr 2006 | USMV vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 28 | -6.14% | 59.74B | Jan 2005 | USMV vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 85 | 20.84% | 80.11B | May 2000 | USMV vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 77 | 12.35% | 32.49B | Mar 2008 | USMV vs ACWI |
Often Compared With USMV
Investors most often compare USMV with SPLV, SPY, VOO. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare USMV with Any Fund or Stock
Compare USMV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USMV with funds that move differently
iShares MSCI USA Min Vol Factor ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USMV.
Explore USMV Diversifiers