DFTT vs. USMV

Last updated Jul 17, 2026

DFTT (DF Tactical 30 ETF) and USMV (iShares MSCI USA Min Vol Factor ETF) are both Large Cap Blend Equities funds - DFTT tracks the DF Risk-Managed Tactical Top 30 Index while USMV tracks the MSCI USA Minimum Volatility Index. Both are passively managed. At a 0.14 correlation, their price movements are largely independent. DFTT charges 0.70%/yr vs 0.15%/yr for USMV.

Performance

DFTT vs. USMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DF Tactical 30 ETF (DFTT) and iShares MSCI USA Min Vol Factor ETF (USMV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DFTT achieves a 17.89% return, which is significantly higher than USMV's 3.90% return.

DFTT

• 1D: -3.68%
• 1M: -6.57%
• 6M: 13.63%
• YTD: 17.89%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

USMV

• 1D: 1.08%
• 1M: 1.27%
• 6M: 3.44%
• YTD: 3.90%
• 1Y: 6.27%
• 3Y*: 11.14%
• 5Y*: 6.96%
• 10Y*: 9.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

DFTT vs. USMV - Yearly Performance Comparison

	2026 (YTD)	2025
DFTT DF Tactical 30 ETF	17.89%	-0.00%
USMV iShares MSCI USA Min Vol Factor ETF	3.90%	0.26%

Correlation

The correlation between DFTT and USMV is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 12, 2025	0.14

DFTT vs. USMV - Sectors Allocation Comparison

Sectors	DFTT	USMV
Technology	51.0%	33.9%
Communication Services	17.2%	6.2%
Financial Services	16.1%	11.7%
Industrials	11.3%	6.1%
Healthcare	2.2%	12.6%
Utilities	1.9%	6.9%
Basic Materials	-	2.4%
Consumer Cyclical	-	5.7%
Consumer Defensive	-	9.4%
Energy	-	2.7%
Real Estate	-	2.5%

Return for Risk

DFTT vs. USMV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFTT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

USMV

USMV Risk / Return Rank: 25
USMV Sharpe Ratio Rank: 25
USMV Sortino Ratio Rank: 23
USMV Omega Ratio Rank: 22
USMV Calmar Ratio Rank: 25
USMV Martin Ratio Rank: 29

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFTT vs. USMV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DF Tactical 30 ETF (DFTT) and iShares MSCI USA Min Vol Factor ETF (USMV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DFTT	USMV	Difference
Sharpe ratio: Return per unit of total volatility	—	0.74	—
Sortino ratio: Return per unit of downside risk	—	1.10	—
Omega ratio: Gain probability vs. loss probability	—	1.13	—
Calmar ratio: Return relative to maximum drawdown	—	0.98	—
Martin ratio: Return relative to average drawdown	—	3.18	—

Drawdowns

DFTT vs. USMV - Drawdown Comparison

The maximum DFTT drawdown since its inception was -10.46%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for DFTT and USMV.

Drawdown Indicators

	DFTT	USMV	Difference
Max Drawdown Largest peak-to-trough decline	-10.46%	-33.10%	+22.64%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.46%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.93%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.10%	—
Current Drawdown Current decline from peak	-9.03%	-1.24%	-7.79%
Average Drawdown Average peak-to-trough decline	-2.44%	-2.87%	+0.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.98%	—

Volatility

Volatility by Period

	DFTT	USMV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.41%	—
Volatility (1Y) Calculated over the trailing 1-year period	25.69%	8.53%	+17.16%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.69%	12.38%	+13.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.69%	14.50%	+11.19%

DFTT vs. USMV - Expense Ratio Comparison

DFTT has a 0.70% expense ratio, which is higher than USMV's 0.15% expense ratio.

Dividends

DFTT vs. USMV - Dividend Comparison

DFTT's dividend yield for the trailing twelve months is around 0.14%, less than USMV's 1.49% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DFTT DF Tactical 30 ETF	0.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
USMV iShares MSCI USA Min Vol Factor ETF	1.49%	1.49%	1.67%	1.82%	1.62%	1.26%	1.81%	1.88%	2.12%	1.77%	2.22%	2.02%

Frequently Asked Questions

Can I hold both DFTT and USMV in my portfolio?

DFTT and USMV have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DFTT or USMV?

On fees, USMV is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DFTT or USMV?

USMV is cheaper with a 0.15% expense ratio, compared with 0.70% for DFTT.

Which ETF pays a higher dividend yield, DFTT or USMV?

USMV has the higher dividend yield at 1.49%, compared with 0.14% for DFTT.

What is the main difference between DFTT and USMV?

DFTT tracks DF Risk-Managed Tactical Top 30 Index, while USMV tracks MSCI USA Minimum Volatility Index. They also come from different issuers: Donoghue Forlines and iShares. Their fees differ too: 0.70% for DFTT and 0.15% for USMV.