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

In the year to Oct 9, 2026, with distributions reinvested, SUSA returned +17.6% and USMV +7.5%.

Which is cheaper, SUSA or USMV?

USMV is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 96% of SUSA and 93% of USMV by weight is stocks the S&P 500 already holds.

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SUSA vs USMV: Differences, Returns & Fees

SUSA and USMV hold 33% of their weight in the same names, and SUSA returned +17.6% over the year. Net assets on Oct 9, 2026: $4.1bn for iShares ESG Optimized MSCI USA ETF and $23.8bn for iShares MSCI USA Min Vol Factor ETF.

USMV costs 0.10 points a year less; their one-year returns differ by 10.1 points; USMV is 5.8 times larger.

SUSA vs USMV: Differences, Returns & Fees
	SUSA	USMV
Expense ratio	0.25%	0.15%
Net assets	$4.1bn	$23.8bn
Total return, 1 year	+17.6%	+7.5%
What it tracks	MSCI USA Extended ESG Select Index	MSCI USA Minimum Volatility (USD) Index
Holdings in common	33%
Top ten holdings, share of the fund	32.7%	15.1%

Holdings in common uses holdings dated Oct 9, 2026.

+17.6%

SUSA total return, 1 year

+7.5%

USMV total return, 1 year

0.25%

SUSA expense ratio

0.15%

USMV expense ratio

What they hold in common

By the books each fund has filed, SUSA and USMV hold 33% 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

33% in common

Positions both hold, largest shared weight first

Holding SUSA USMV

MICROSOFT 4.62% 1.66%

NVIDIA 7.48% 1.59%

VISA CLASS A 1.26% 1.03%

MASTERCARD CLASS A 1.00% 1.27%

APPLE 6.60% 0.96%

BROADCOM INC 2.59% 0.93%

BANK OF NEW YORK MELLON CORP 0.98% 0.90%

ADVANCED MICRO DEVICES 1.65% 0.86%

CISCO SYSTEMS INC 0.80% 1.47%

ELI LILLY 1.40% 0.79%

MICRON TECHNOLOGY 1.70% 0.79%

GILEAD SCIENCES 0.78% 0.89%

Only in SUSA

ALPHABET CLASS A 1.78%

TESLA INC 1.65%

MORGAN STANLEY 1.13%

ECOLAB 0.96%

INTEL CORPORATION 0.76%

AMERICAN EXPRESS 0.69%

EQUINIX REIT 0.69%

TRANE TECHNOLOGIES PLC 0.68%

Only in USMV

EXXONMOBIL HOLDINGS CORP 1.49%

CHUBB 1.47%

BERKSHIRE HATHAWAY INC CLASS B 1.46%

JOHNSON & JOHNSON 1.44%

MCKESSON CORP 1.42%

DUKE ENERGY CORP 1.32%

SOUTHERN 1.29%

CENCORA 1.27%

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On the same fields

SUSA

iShares ESG Optimized 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 +17.6% +7.5%

Expense ratio 0.25% 0.15%

Already in the S&P 500 96.3% 93.0%

Holdings 204 176

Net assets $4.1bn $23.8bn

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

About SUSA

SUSA tracks an index. Over the year to Oct 9, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 204 positions, with the top ten at 32.7%.

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, SUSA or USMV?: In the year to Oct 9, 2026, with distributions reinvested, SUSA returned +17.6% and USMV +7.5%.
Which is cheaper, SUSA or USMV?: USMV is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SUSA and USMV overlap with the S&P 500?: By their latest filed holdings, 96% of SUSA and 93% of USMV by weight is stocks the S&P 500 already holds.

Other comparisons

SPMO vs SUSA RDVY vs SUSA DFUS vs SUSA OEF vs SUSA GRNY vs USMV DSI vs USMV JPEF vs USMV CGCV vs USMV

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

Where these figures came from

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

Open data

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