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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

SPYG vs USMV: how they differ

SPYG and USMV hold 22% of their weight in the same names, and SPYG returned more over the year.

State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF and iShares MSCI USA Min Vol Factor ETF.

What they hold in common

By the books each fund has filed, SPYG and USMV hold 22% of their money in the same securities at the same weight.

Positions SPYG and USMV both hold, largest shared weight first
HoldingSPYGUSMV
NVIDIA Corp13.66%1.64%
Microsoft Corp7.81%1.56%
Berkshire Hathaway Inc2.58%1.42%
Johnson & Johnson1.02%1.44%
Visa Inc0.88%0.94%
Apple Inc5.99%0.82%
Mastercard Inc0.78%1.15%
Cisco Systems Inc0.69%1.81%
Eli Lilly & Co2.67%0.66%
Amphenol Corp0.61%1.51%
AbbVie Inc0.58%0.63%
Advanced Micro Devices Inc2.67%0.53%
Largest positions each one holds and the other does not
Only in SPYGOnly in USMV
Alphabet Inc 5.91%EXXON MOBIL CORPORATION 1.60%
Tesla Inc 2.07%DUKE ENERGY CORPORATION 1.55%
JPMorgan Chase & Co 1.68%THE SOUTHERN COMPANY 1.53%
Lam Research Corp 1.53%Chubb Limited 1.50%
Caterpillar Inc 1.38%VERIZON COMMUNICATIONS INC. 1.49%
KLA Corp 1.11%WASTE MANAGEMENT, INC. 1.48%
Sandisk Corp 0.95%MOTOROLA SOLUTIONS, INC. 1.46%
General Electric Co 0.57%VERTEX PHARMACEUTICALS INCORPORATED 1.36%

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 Jun 30, 2026.

SPYG and USMV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
SPYG
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
USMV
iShares MSCI USA Min Vol Factor ETF
Where it sitsCore index fundCore index fund
IssuerState StreetiShares
What it isSPDR Portfolio S&P 500 GrowthMSCI USA Min Vol Factor
Total return, 1 year+17.9%+6.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.4 pts−10.9 pts
Expense ratio0.04%0.15%
Already in the S&P 500100.0%94.8%
Holdings147170

SPYG in plain words

SPYG is an index equity fund tracking the SPDR Portfolio S&P 500 Growth. Over the year to Sep 11, 2026 it returned +17.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 147 positions, with the top ten at 56.4%.

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, SPYG or USMV?
In the year to Sep 12, 2026, with distributions reinvested, SPYG returned +17.9% and USMV returned +6.6%, so SPYG returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SPYG or USMV?
SPYG charges 0.04% a year and USMV charges 0.15%, so SPYG is cheaper. Fees come from each fund's prospectus.
How much do SPYG and USMV overlap with the S&P 500?
By their latest filed holdings, 100% of SPYG and 95% of USMV by weight is stocks the S&P 500 already holds. Between the two funds, 22% 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.

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

A comparison is not a recommendation. Standards and sources