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EFIV vs USMV: Differences, Returns & Fees

EFIV and USMV hold 30% of their weight in the same names, and EFIV returned +19.0% over the year. Net assets: $1.0bn on Oct 8, 2026 for State Street SPDR S&P 500 ESG ETF, and $23.8bn on Oct 9, 2026 for iShares MSCI USA Min Vol Factor ETF.

EFIV costs 0.05 points a year less; their one-year returns differ by 11.5 points; USMV is far larger, $23.7bn against $1.0bn.

EFIV vs USMV: Differences, Returns & Fees
EFIVUSMV
Expense ratio0.10%0.15%
Net assets, as of Oct 8, 2026$1.0bn$23.7bn
Total return, 1 year+19.0%+7.5%
What it tracksS&P 500 Scored & Screened Index ?MSCI USA Minimum Volatility (USD) Index
Holdings in common30%
Top ten holdings, share of the fund42.5%15.1%

Holdings in common uses holdings dated Oct 8, 2026 and Oct 9, 2026.

+19.0%
EFIV total return, 1 year
+7.5%
USMV total return, 1 year
0.10%
EFIV expense ratio
0.15%
USMV expense ratio

What they hold in common

By the books each fund has filed, EFIV and USMV hold 30% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026 and Oct 9, 2026.

half

30% in common

Positions both hold, largest shared weight first
Holding EFIV USMV
MICROSOFT CORP 9.47% 1.66%
NVIDIA CORP 13.62% 1.59%
MASTERCARD INC A 1.13% 1.27%
CISCO SYSTEMS INC 1.10% 1.47%
VISA INC CLASS A SHARES 1.56% 1.03%
MERCK + CO. INC. 0.86% 1.44%
COCA COLA CO/THE 0.83% 1.26%
ELI LILLY + CO 2.29% 0.79%
MICRON TECHNOLOGY INC 2.85% 0.79%
ABBVIE INC 1.18% 0.78%
PALO ALTO NETWORKS INC 0.79% 0.78%
WALMART INC 1.20% 0.70%
Only in EFIV
ALPHABET INC CL A 4.99%
INTEL CORP 1.30%
CATERPILLAR INC 0.89%
BANK OF AMERICA CORP 0.85%
GENERAL ELECTRIC 0.77%
KLA CORP 0.63%
GOLDMAN SACHS GROUP INC 0.63%
WELLS FARGO + CO 0.60%
Only in USMV
AMPHENOL CORP CLASS A 1.68%
EXXONMOBIL HOLDINGS CORP 1.49%
BERKSHIRE HATHAWAY INC CLASS B 1.46%
JOHNSON & JOHNSON 1.44%
MCKESSON CORP 1.42%
VERTEX PHARMACEUTICALS 1.35%
DUKE ENERGY CORP 1.32%
SOUTHERN 1.29%

Check overlap with more funds →

On the same fields

EFIV
State Street SPDR S&P 500 ESG ETF
USMV
iShares MSCI USA Min Vol Factor ETF
Where it sits Stock ETF Stock ETF
Issuer State Street iShares
What it is Tracks an index Tracks the MSCI USA Min Vol Factor
Total return, 1 year +19.0% +7.5%
Its benchmark over the same days +19.1% (SNPE) not published
Gap to its benchmark −0.1 pts vs SNPE not available
Expense ratio 0.10% 0.15%
Already in the S&P 500 99.9% 93.0%
Holdings 325 176
Net assets, EFIV as of Oct 8, 2026 and USMV as of Oct 9, 2026 $1.0bn $23.8bn

EFIV and USMV on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About EFIV

EFIV tracks an index. Over the year to Oct 9, 2026 it returned +19.0% with distributions reinvested, against +19.1% for its benchmark, the S&P 500 Scored & Screened Index ?. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 8, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 325 positions, with the top ten at 42.5%.

About USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 9, 2026 it returned +7.5% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 15.1%.

Questions people ask

Which returned more over the last year, EFIV or USMV?
In the year to Oct 9, 2026, with distributions reinvested, EFIV returned +19.0% and USMV +7.5%.
Which is cheaper, EFIV or USMV?
EFIV is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EFIV and USMV overlap with the S&P 500?
By their latest filed holdings, 100% of EFIV and 93% of USMV by weight is stocks the S&P 500 already holds.
Other comparisons
EFIV vs SPMOCGDV vs EFIVEFIV vs SPYEFIV vs RDVYSPHB vs USMVUSMV vs VOTESTXF vs USMVLCTU vs USMV
EFIV on its own →USMV on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
EFIV filings on SEC EDGAR ↗EFIV prospectus with the expense ratio (SEC) ↗State Street website ↗USMV filings on SEC EDGAR ↗USMV prospectus with the expense ratio (SEC) ↗iShares page for USMV ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, EFIV against USMV, data as of Oct 9, 2026. https://etfiq.com/compare/any/efiv-vs-usmv

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.