PFDE vs. USMV
PFDE (Pathfinder Disciplined U.S. Equity ETF) and USMV (iShares MSCI USA Min Vol Factor ETF) are both Large Cap Blend Equities funds. PFDE is actively managed, while USMV is passively managed. At a 0.35 correlation, their price movements are largely independent. PFDE charges 0.59%/yr vs 0.15%/yr for USMV.
Performance
PFDE vs. USMV - Performance Comparison
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Returns By Period
In the year-to-date period, PFDE achieves a 13.09% return, which is significantly higher than USMV's 4.58% return.
PFDE
- 1D
- 0.56%
- 1M
- 2.90%
- 6M
- 11.47%
- YTD
- 13.09%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USMV
- 1D
- 0.16%
- 1M
- 2.54%
- 6M
- 4.05%
- YTD
- 4.58%
- 1Y
- 7.03%
- 3Y*
- 11.50%
- 5Y*
- 7.18%
- 10Y*
- 9.61%
PFDE vs. USMV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
PFDE Pathfinder Disciplined U.S. Equity ETF | 13.09% | -0.91% |
USMV iShares MSCI USA Min Vol Factor ETF | 4.58% | -0.83% |
Correlation
The correlation between PFDE and USMV is 0.35, 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 Dec 31, 2025 | 0.35 |
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Return for Risk
PFDE vs. USMV — Risk / Return Rank
PFDE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USMV
PFDE vs. USMV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pathfinder Disciplined U.S. Equity ETF (PFDE) 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.
| PFDE | USMV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.13 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.97 | — |
| Martin ratioReturn relative to average drawdown | — | 3.16 | — |
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Drawdowns
PFDE vs. USMV - Drawdown Comparison
The maximum PFDE drawdown since its inception was -10.37%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for PFDE and USMV.
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Drawdown Indicators
| PFDE | USMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.37% | -33.10% | +22.73% |
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 DrawdownCurrent decline from peak | -0.39% | -0.60% | +0.21% |
Average DrawdownAverage peak-to-trough decline | -2.07% | -2.87% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.97% | — |
Volatility
PFDE vs. USMV - Volatility Comparison
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Volatility by Period
| PFDE | USMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.41% | 8.51% | +7.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.41% | 12.35% | +4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.41% | 14.49% | +1.92% |
PFDE vs. USMV - Expense Ratio Comparison
PFDE has a 0.59% expense ratio, which is higher than USMV's 0.15% expense ratio.
Dividends
PFDE vs. USMV - Dividend Comparison
PFDE's dividend yield for the trailing twelve months is around 0.18%, less than USMV's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFDE Pathfinder Disciplined U.S. Equity ETF | 0.18% | 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 | 1.48% | 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
PFDE and USMV have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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.
USMV is cheaper with a 0.15% expense ratio, compared with 0.59% for PFDE.
USMV has the higher dividend yield at 1.48%, compared with 0.18% for PFDE.
They also come from different issuers: Pathfinder and iShares. Their fees differ too: 0.59% for PFDE and 0.15% for USMV.
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