USMV vs SPY

Both USMV and SPY are ETFs. USMV has a lower 5-year return than SPY (11.82% vs 13.53%). USMV has a higher expense ratio than SPY (0.15% vs 0.09%). Below is the comparison between USMV and SPY.

SPY USMV
Segment Equity: U.S. - Large Cap Equity: U.S. - Total Market
Issuer State Street Global Advisors BlackRock
Net Assets $252.39B $32.01B
Expense Ratio 0.09% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.99% 2.22%
Underlying Index S&P 500 MSCI USA Minimum Volatility Index
YTD Return 9.49% 1.36%
1-Year Return 18.67% 4.73%
3-Year Return 12.94% 10.91%
5-Year Return 13.53% 11.82%
10-Year Return 13.68% N/A

USMV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Minimum Volatility Index. The Fund generally invests at least 90% of its assets in securities of the Underlying Index or in depositary receipts representing securities in the Index.

USMV performance & returns

YTD Return 1.36%
1-Month Return 1.50%
3-Month Return 5.66%
1-Year Return 4.73%
3-Year Return 10.91%
5-Year Return 11.82%
10-Year Return N/A
USMV expense ratio is 0.15%.

USMV holdings

Top 10 Holdings (14.94% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 1.55%
T-Mobile US Inc TMUS 1.54%
NextEra Energy Inc NEE 1.52%
Vertex Pharmaceuticals Inc VRTX 1.50%
McDonald's Corp MCD 1.49%
Visa Inc Class A V 1.48%
Verizon Communications Inc VZ 1.47%
Regeneron Pharmaceuticals Inc REGN 1.47%
Waste Management Inc WM 1.46%
PepsiCo Inc PEP 1.46%

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SPY description

The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

SPY performance & returns

YTD Return 9.49%
1-Month Return 2.92%
3-Month Return 8.70%
1-Year Return 18.67%
3-Year Return 12.94%
5-Year Return 13.53%
10-Year Return 13.68%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.86% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.00%
Apple Inc AAPL 5.78%
Amazon.com Inc AMZN 4.49%
Facebook Inc A FB 2.12%
Alphabet Inc A GOOGL 1.65%
Alphabet Inc Class C GOOG 1.61%
Johnson & Johnson JNJ 1.44%
Berkshire Hathaway Inc Class B BRK.B 1.35%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.15%

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