Which returned more over the last year, ESGU or USMV?

In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and USMV +7.5%.

Which is cheaper, ESGU or USMV?

Neither: ESGU and USMV both charge 0.15% a year. Fees come from each fund's prospectus.

How much do ESGU and USMV overlap with the S&P 500?

By their latest filed holdings, 97% of ESGU and 93% of USMV by weight is stocks the S&P 500 already holds.

Compare their flows Ask IQ about these two funds

ESGU vs USMV: Differences, Returns & Fees

ESGU and USMV hold 34% of their weight in the same names, and ESGU returned +17.3% over the year. Net assets on Oct 9, 2026: $18.3bn for iShares ESG Aware MSCI USA ETF and $23.8bn for iShares MSCI USA Min Vol Factor ETF.

Both cost 0.15% a year; their one-year returns differ by 9.8 points; USMV is 1.3 times larger.

ESGU vs USMV: Differences, Returns & Fees
	ESGU	USMV
Expense ratio	0.15%	0.15%
Net assets	$18.3bn	$23.8bn
Total return, 1 year	+17.3%	+7.5%
What it tracks	MSCI USA Extended ESG Focus Index	MSCI USA Minimum Volatility (USD) Index
Holdings in common	34%
Top ten holdings, share of the fund	37.8%	15.1%

Holdings in common uses holdings dated Oct 9, 2026.

+17.3%

ESGU total return, 1 year

+7.5%

USMV total return, 1 year

0.15%

ESGU expense ratio

0.15%

USMV expense ratio

What they hold in common

By the books each fund has filed, ESGU and USMV hold 34% 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 9, 2026.

50%

half

34% in common

Positions both hold, largest shared weight first

Holding ESGU USMV

MICROSOFT 5.67% 1.66%

NVIDIA 7.87% 1.59%

VISA CLASS A 1.20% 1.03%

APPLE 7.25% 0.96%

BROADCOM INC 2.46% 0.93%

ADVANCED MICRO DEVICES 1.50% 0.86%

ELI LILLY 1.37% 0.79%

MICRON TECHNOLOGY 1.69% 0.79%

ABBVIE 0.81% 0.78%

CISCO SYSTEMS INC 0.75% 1.47%

JOHNSON & JOHNSON 0.75% 1.44%

EXXONMOBIL HOLDINGS CORP 0.71% 1.49%

Only in ESGU

ALPHABET CLASS A 1.93%

TESLA INC 1.60%

JPMORGAN CHASE & CO 1.28%

INTEL CORPORATION 0.69%

CATERPILLAR INC 0.59%

GOLDMAN SACHS GROUP 0.50%

GE AEROSPACE 0.45%

MORGAN STANLEY 0.44%

Only in USMV

CHUBB 1.47%

DUKE ENERGY CORP 1.32%

SOUTHERN 1.29%

WASTE MANAGEMENT INC 1.25%

REPUBLIC SERVICES INC 1.24%

CONSOLIDATED EDISON 1.18%

WASTE CONNECTIONS 1.12%

ROPER TECHNOLOGIES 0.96%

Check overlap with more funds →

On the same fields

ESGU

iShares ESG Aware MSCI USA ETF

USMV

iShares MSCI USA Min Vol Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks the MSCI USA Min Vol Factor

Total return, 1 year +17.3% +7.5%

Expense ratio 0.15% 0.15%

Already in the S&P 500 97.4% 93.0%

Holdings 269 176

Net assets $18.3bn $23.8bn

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

About ESGU

ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.

About USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 9, 2026 it returned +7.5% with distributions reinvested. 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, ESGU or USMV?: In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and USMV +7.5%.
Which is cheaper, ESGU or USMV?: Neither: ESGU and USMV both charge 0.15% a year. Fees come from each fund's prospectus.
How much do ESGU and USMV overlap with the S&P 500?: By their latest filed holdings, 97% of ESGU and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

ESGU vs SPMO ESGU vs RDVY DFUS vs ESGU ESGU vs OEF USMV vs VTI IVV vs USMV USMV vs VOO SPHQ vs USMV

ESGU on its own →USMV on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

ESGU and USMV filings on SEC EDGAR ↗ESGU prospectus with the expense ratio (SEC) ↗iShares page for ESGU ↗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, ESGU against USMV, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-usmv

Open data

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