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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

USMV vs VOX: how they differ

USMV and VOX hold 6% of their weight in the same names, and USMV returned more over the year.

iShares MSCI USA Min Vol Factor ETF and Vanguard Communication Services Index Fund.

What they hold in common

By the books each fund has filed, USMV and VOX hold 6% of their money in the same securities at the same weight.

Positions USMV and VOX both hold, largest shared weight first
HoldingUSMVVOX
VERIZON COMMUNICATIONS INC.1.49%4.17%
T-MOBILE US, INC.1.17%2.50%
AT&T INC.0.99%3.69%
ELECTRONIC ARTS INC.0.85%2.00%
LIBERTY MEDIA CORP - FORMULA ONE GROUP0.57%1.16%
ALPHABET INC.0.45%10.61%
NETFLIX, INC.0.23%4.77%
META PLATFORMS, INC.0.09%21.12%
Largest positions each one holds and the other does not
Only in USMVOnly in VOX
CISCO SYSTEMS, INC. 1.81%Alphabet Inc 16.14%
NVIDIA CORPORATION 1.64%Walt Disney Co/The 3.96%
EXXON MOBIL CORPORATION 1.60%Warner Bros Discovery Inc 2.74%
MICROSOFT CORPORATION 1.56%Comcast Corp 2.36%
DUKE ENERGY CORPORATION 1.55%Take-Two Interactive Software Inc 2.09%
THE SOUTHERN COMPANY 1.53%Live Nation Entertainment Inc 1.65%
AMPHENOL CORPORATION 1.51%AST SpaceMobile Inc 1.42%
Chubb Limited 1.50%Omnicom Group Inc 1.38%

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 VOX on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
USMV
iShares MSCI USA Min Vol Factor ETF
VOX
Vanguard Communication Services Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isMSCI USA Min Vol FactorCommunication Services
Total return, 1 year+6.6%+2.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−10.9 pts−14.6 pts
Expense ratio0.15%0.09%
Already in the S&P 50094.8%84.5%
Holdings170114

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%.

VOX in plain words

VOX is an index equity fund tracking the Communication Services. Over the year to Sep 11, 2026 it returned +2.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 114 positions, with the top ten at 72.1%. It sat 4.3% below its high of Jan 29, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, USMV or VOX?
In the year to Sep 12, 2026, with distributions reinvested, USMV returned +6.6% and VOX returned +2.9%, so USMV returned more. One year is one year; the longer windows are in the table.
Which is cheaper, USMV or VOX?
USMV charges 0.15% a year and VOX charges 0.09%, so VOX is cheaper. Fees come from each fund's prospectus.
How much do USMV and VOX overlap with the S&P 500?
By their latest filed holdings, 95% of USMV and 84% of VOX by weight is stocks the S&P 500 already holds. Between the two funds, 6% 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.

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

A comparison is not a recommendation. Standards and sources