Get the weekly note

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

ETFIQetfiq.com · independent ETF data

USMV vs VDC: how they differ

USMV and VDC hold 10% of their weight in the same names, and USMV returned more over the year.

iShares MSCI USA Min Vol Factor ETF and Vanguard Consumer Staples Index Fund.

What they hold in common

By the books each fund has filed, USMV and VDC hold 10% of their money in the same securities at the same weight.

Positions USMV and VDC both hold, largest shared weight first
HoldingUSMVVDC
THE COCA-COLA COMPANY1.20%8.72%
THE PROCTER & GAMBLE COMPANY1.11%9.27%
Pepsico, Inc.1.02%4.30%
COLGATE-PALMOLIVE COMPANY0.89%2.37%
WALMART INC.0.88%14.76%
Mondelez International, Inc.0.74%2.69%
MONSTER BEVERAGE CORPORATION0.72%2.24%
THE KROGER CO.0.70%1.39%
CHURCH & DWIGHT CO., INC.0.59%0.89%
KEURIG DR PEPPER INC.0.55%1.41%
Philip Morris International Inc.0.52%4.66%
COSTCO WHOLESALE CORPORATION0.32%12.04%
Largest positions each one holds and the other does not
Only in USMVOnly in VDC
CISCO SYSTEMS, INC. 1.81%Altria Group Inc 3.91%
NVIDIA CORPORATION 1.64%Target Corp 2.03%
EXXON MOBIL CORPORATION 1.60%Archer-Daniels-Midland Co 1.41%
MICROSOFT CORPORATION 1.56%Sysco Corp 1.30%
DUKE ENERGY CORPORATION 1.55%Kenvue Inc 1.21%
THE SOUTHERN COMPANY 1.53%Casey's General Stores Inc 1.11%
AMPHENOL CORPORATION 1.51%Dollar General Corp 0.92%
Chubb Limited 1.50%Dollar Tree Inc 0.87%

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.

USMV and VDC on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
USMV
iShares MSCI USA Min Vol Factor ETF
VDC
Vanguard Consumer Staples Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isMSCI USA Min Vol FactorConsumer Staples
Total return, 1 year+6.6%+4.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−10.9 pts−12.9 pts
Expense ratio0.15%0.09%
Already in the S&P 50094.8%86.6%
Holdings170103

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%.

VDC in plain words

VDC is an index equity fund tracking the Consumer Staples. Over the year to Sep 11, 2026 it returned +4.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 87% of the fund by weight is stocks the S&P 500 also holds, across 103 positions, with the top ten at 65.0%. It sat 6.8% below its high of Feb 27, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, USMV or VDC?
In the year to Sep 12, 2026, with distributions reinvested, USMV returned +6.6% and VDC returned +4.6%, so USMV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, USMV or VDC?
USMV charges 0.15% a year and VDC charges 0.09%, so VDC is cheaper. Fees come from each fund's prospectus.
How much do USMV and VDC overlap with the S&P 500?
By their latest filed holdings, 95% of USMV and 87% of VDC by weight is stocks the S&P 500 already holds. Between the two funds, 10% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources