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

In the year to Oct 9, 2026, with distributions reinvested, LRGF returned +16.5% and USMV +7.5%.

Which is cheaper, LRGF or USMV?

LRGF is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 89% of LRGF and 93% of USMV by weight is stocks the S&P 500 already holds.

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LRGF vs USMV: Differences, Returns & Fees

LRGF and USMV hold 32% of their weight in the same names, and LRGF returned +16.5% over the year. Net assets on Oct 9, 2026: $3.8bn for iShares U.S. Equity Factor ETF and $23.8bn for iShares MSCI USA Min Vol Factor ETF.

LRGF costs 0.07 points a year less; their one-year returns differ by 9.0 points; USMV is 6.3 times larger.

LRGF vs USMV: Differences, Returns & Fees
	LRGF	USMV
Expense ratio	0.08%	0.15%
Net assets	$3.8bn	$23.8bn
Total return, 1 year	+16.5%	+7.5%
What it tracks	STOXX U.S. Equity Factor Index	MSCI USA Minimum Volatility (USD) Index
Holdings in common	32%
Top ten holdings, share of the fund	35.6%	15.1%

Holdings in common uses holdings dated Oct 9, 2026.

+16.5%

LRGF total return, 1 year

+7.5%

USMV total return, 1 year

0.08%

LRGF expense ratio

0.15%

USMV expense ratio

What they hold in common

By the books each fund has filed, LRGF and USMV hold 32% 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

32% in common

Positions both hold, largest shared weight first

Holding LRGF USMV

MICROSOFT 5.35% 1.66%

NVIDIA 7.58% 1.59%

JOHNSON & JOHNSON 1.13% 1.44%

VISA CLASS A 1.27% 1.03%

EXXONMOBIL HOLDINGS CORP 1.00% 1.49%

APPLE 6.76% 0.96%

BROADCOM INC 2.58% 0.93%

BANK OF NEW YORK MELLON CORP 0.92% 0.90%

ADVANCED MICRO DEVICES 1.13% 0.86%

ELI LILLY 1.17% 0.79%

MICRON TECHNOLOGY 1.43% 0.79%

ABBVIE 0.91% 0.78%

Only in LRGF

JPMORGAN CHASE & CO 1.44%

TESLA INC 1.18%

ALTRIA GROUP INC 0.76%

GE AEROSPACE 0.76%

ALPHABET CLASS A 0.72%

BOOKING HOLDINGS 0.64%

GENERAL MOTORS 0.60%

AERCAP HOLDINGS 0.57%

Only in USMV

WELLTOWER 1.44%

VERTEX PHARMACEUTICALS 1.35%

CENCORA 1.27%

WASTE MANAGEMENT INC 1.25%

REPUBLIC SERVICES INC 1.24%

WASTE CONNECTIONS 1.12%

ROPER TECHNOLOGIES 0.96%

COLGATE-PALMOLIVE 0.87%

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On the same fields

LRGF

iShares U.S. Equity Factor 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 +16.5% +7.5%

Expense ratio 0.08% 0.15%

Already in the S&P 500 88.8% 93.0%

Holdings 302 176

Net assets $3.8bn $23.8bn

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

About LRGF

LRGF tracks an index. Over the year to Oct 9, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 9, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 302 positions, with the top ten at 35.6%.

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, LRGF or USMV?: In the year to Oct 9, 2026, with distributions reinvested, LRGF returned +16.5% and USMV +7.5%.
Which is cheaper, LRGF or USMV?: LRGF is cheaper, by 0.07 percentage points a year. That is about $7 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do LRGF and USMV overlap with the S&P 500?: By their latest filed holdings, 89% of LRGF and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

LRGF vs SPMO CGDV vs LRGF DYNF vs LRGF LRGF vs SPY MSLC vs USMV SUSA vs USMV QLTY vs USMV TSPA vs USMV

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

Where these figures came from

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

Open data

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