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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AVEM vs USMV: how they differ

AVEM and USMV hold 0% of their weight in the same names, and AVEM returned more over the year.

Avantis Emerging Markets Equity ETF and iShares MSCI USA Min Vol Factor ETF.

What they hold in common

By the books each fund has filed, AVEM and USMV hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in AVEMOnly in USMV
SK hynix Inc 7.83%CISCO SYSTEMS, INC. 1.81%
Taiwan Semiconductor Manufacturing Co Lt 6.33%NVIDIA CORPORATION 1.64%
Samsung Electronics Co Ltd 5.70%EXXON MOBIL CORPORATION 1.60%
Taiwan Semiconductor Manufacturing Co Lt 4.11%MICROSOFT CORPORATION 1.56%
Tencent Holdings Ltd 1.51%DUKE ENERGY CORPORATION 1.55%
MediaTek Inc 1.11%THE SOUTHERN COMPANY 1.53%
China Construction Bank Corp 0.89%AMPHENOL CORPORATION 1.51%
Alibaba Group Holding Ltd 0.81%Chubb Limited 1.50%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

AVEM and USMV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AVEM
Avantis Emerging Markets Equity ETF
USMV
iShares MSCI USA Min Vol Factor ETF
Where it sitsCore index fundCore index fund
IssuerAvantisiShares
What it isEmerging Markets EquityMSCI USA Min Vol Factor
Total return, 1 year+31.8%+6.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+14.3 pts−10.9 pts
Expense ratio0.33%0.15%
Already in the S&P 5000.0%94.8%
Holdings3897170

AVEM in plain words

AVEM is an index equity fund tracking the Emerging Markets Equity. Over the year to Sep 11, 2026 it returned +31.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.33% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 3897 positions, with the top ten at 29.9%. It sat 4.2% below its high of Jun 22, 2026 on Sep 11, 2026.

USMV in plain words

USMV is an index equity fund tracking the MSCI USA Min Vol Factor. Over the year to Sep 11, 2026 it returned +6.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 15.7%.

Questions people ask

Which returned more over the last year, AVEM or USMV?
In the year to Sep 12, 2026, with distributions reinvested, AVEM returned +31.8% and USMV returned +6.6%, so AVEM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AVEM or USMV?
AVEM charges 0.33% a year and USMV charges 0.15%, so USMV is cheaper. Fees come from each fund's prospectus.
How much do AVEM and USMV overlap with the S&P 500?
By their latest filed holdings, 0% of AVEM and 95% of USMV by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AVEM against USMV, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AVEM against USMV, data as of Sep 12, 2026. https://etfiq.com/compare/any/AVEM-USMV Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources