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

In the year to Oct 28, 2026, with distributions reinvested, USMV returned +10.8% and VDC +12.7%.

Which is cheaper, USMV or VDC?

VDC is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 93% of USMV and 86% of VDC by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

USMV vs VDC: Differences, Returns & Fees

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Over the year to Oct 28, 2026, USMV returned +10.8% to VDC's +12.7%; 10% of their weight is in the same names.

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Net assets: $24.1bn on Oct 27, 2026 for iShares MSCI USA Min Vol Factor ETF, and $7.4bn on Sep 30, 2026 for Vanguard Consumer Staples ETF.

USMV on its own →VDC on its own →

At a glance

+10.8%

USMV total return, 1 year

+12.7%

VDC total return, 1 year

0.15%

USMV expense ratio

0.09%

VDC expense ratio

Pair scorecard

VDC costs 0.06 points a year less; their one-year returns differ by 1.9 points; USMV is 3.1 times larger.

USMV vs VDC: Differences, Returns & Fees
Measure	USMV	VDC
Return
Measure	USMV	VDC
Total return, 1 year	+10.8%	+12.7%
Drawdown
Measure	USMV	VDC
Below its high		3.1%, high on Oct 22, 2026
Benchmark
Measure	USMV	VDC
What it tracks	MSCI USA Minimum Volatility (USD) Index	MSCI US Investable Market Index (IMI)/Consumer Staples 25/50
Cost and size
Measure	USMV	VDC
Expense ratio	0.15%	0.09%
Net assets, as of Sep 30, 2026	$23.2bn	$7.4bn
Holdings
Measure	USMV	VDC
Holdings in common	10%
Top ten holdings, share of the fund	14.8%	66.0%

Holdings in common uses holdings dated Sep 30, 2026 and Oct 27, 2026. Method

Risk and return

Oct 28, 2011 to Oct 23, 2026 · 782 weekly returns

USMV VDC

Return

Total return edge USMV +423.5% +334.7%

Annualized edge USMV +11.6% +10.3%

Price return edge USMV +295.7% +196.3%

Risk

Volatility edge Tie 13.4% 13.2%

Max drawdown edge VDC −30.6% −22.9%

Risk-adjusted

Sharpe edge USMV 0.76 0.68

Sortino edge USMV 1.09 0.96

Calmar edge VDC 0.38 0.45

Reading

USMV returned more: +423.5% to +334.7%. USMV and VDC swung about the same: 13.4% and 13.2%. VDC fell less at its worst: −22.9% to −30.6%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: USMV vs VDC: Differences, Returns & Fees
Measure	USMV	VDC	Edge	How it is measured
Return
Total return	+423.5%	+334.7%	USMV	Price change plus distributions, reinvested.
Annualized	+11.6%	+10.3%	USMV	Total return as a yearly rate.
Price return	+295.7%	+196.3%	USMV	Price change alone, distributions left out.
Risk
Volatility	13.4%	13.2%	Tie	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	9.3%	9.3%	Tie	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−30.6%	−22.9%	VDC	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.76	0.68	USMV	Return above Treasury bills per unit of volatility.
Sortino	1.09	0.96	USMV	Return above Treasury bills per unit of downside deviation.
Calmar	0.38	0.45	VDC	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 782 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

10%

By the books each fund has filed, USMV and VDC hold 10% of their money in the same securities at the same weight. Holdings dated Sep 30, 2026 and Oct 27, 2026.

50%

0 half 100%

half

10% in common

Positions both hold · largest shared weight first USMV VDC

COCA-COLA 1.28% 9.80%

PROCTER & GAMBLE 1.10% 9.90%

COLGATE-PALMOLIVE 0.89% 2.28%

MONSTER BEVERAGE 0.79% 2.08%

PEPSICO 0.79% 4.28%

WALMART 0.73% 13.86%

MONDELEZ INTERNATIONAL CLASS A 0.69% 2.58%

KROGER 0.63% 1.22%

KEURIG DR PEPPER INC 0.60% 1.48%

CHURCH AND DWIGHT INC 0.59% 0.88%

PHILIP MORRIS INTERNATIONAL 0.59% 4.83%

COSTCO WHOLESALE CORP 0.50% 12.12%

Only in one fund ↓

Only in USMV

MICROSOFT 1.61%

EXXONMOBIL HOLDINGS CORP 1.54%

BERKSHIRE HATHAWAY INC CLASS B 1.50%

CHUBB 1.50%

MOTOROLA SOLUTIONS INC 1.48%

AMPHENOL CORP CLASS A 1.47%

NVIDIA 1.47%

JOHNSON & JOHNSON 1.44%

Only in VDC

Altria Group Inc 3.86%

Target Corp 2.50%

Archer-Daniels-Midland Co 1.41%

Sysco Corp 1.37%

Kenvue Inc 1.26%

Kimberly-Clark Corp 1.02%

Dollar General Corp 1.02%

Estee Lauder Cos Inc 0.90%

Check overlap with more funds →

Side by side

USMV iShares MSCI USA Min Vol Factor ETF VDC Vanguard Consumer Staples ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

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

Total return, 1 year +10.8% +12.7%

Its benchmark over the same days not measured +12.7% (FSTA)

Gap to its benchmark not measured 0.0 pts vs FSTA

Expense ratio 0.15% 0.09%

Already in the S&P 500 93.0% 86.4%

Holdings 176 105

Net assets, USMV as of Oct 27, 2026 and VDC as of Sep 30, 2026 $24.1bn $7.4bn

USMV and VDC on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-9C998724EA

USMV and VDC do different jobs. What does each one do in a portfolio?

What each follows. USMV follows MSCI USA Minimum Volatility (USD) Index and VDC follows MSCI US Investable Market Index (IMI)/Consumer Staples 25/50.
Holdings in common. 10% of the weight is in the same securities (holdings dated Oct 27, 2026 and Sep 30, 2026).
Size. USMV has $23.2bn in net assets and VDC $7.4bn (net assets, as of Sep 30, 2026); USMV is 3.1 times larger.

Data as of Oct 28, 2026.

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About each fund

USMV

USMV tracks the MSCI USA Min Vol Factor. Over the year to Oct 28, 2026 it returned +10.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 176 positions, with the top ten at 14.8%.

VDC

VDC tracks an index of Consumer Staples. Over the year to Oct 28, 2026 it returned +12.7% with distributions reinvested, against +12.7% for its benchmark, the MSCI US Investable Market Index (IMI)/Consumer Staples 25/50. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer as of Sep 30, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 105 positions, with the top ten at 66.0%. It sat 3.1% below its high of Oct 22, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, USMV or VDC?: In the year to Oct 28, 2026, with distributions reinvested, USMV returned +10.8% and VDC +12.7%.
Which is cheaper, USMV or VDC?: VDC is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do USMV and VDC overlap with the S&P 500?: By their latest filed holdings, 93% of USMV and 86% of VDC by weight is stocks the S&P 500 already holds.

Other comparisons

USMV vs XLP USMV vs XLB USMV vs XLC USMV vs XLU CGGR vs VDC DFUS vs VDC DGRW vs VDC AVUS vs VDC

Where to next

USMV on its own →VDC on its own →Hold both: look the portfolio through →Rankings →USMV dividend history →USMV holdings →VDC dividend history →VDC holdings →Standards and sources →

Sources and dates

USMV filings on SEC EDGAR ↗

USMV prospectus with the expense ratio (SEC) ↗

iShares page for USMV ↗

VDC filings on SEC EDGAR ↗

VDC prospectus with the expense ratio (SEC) ↗

Vanguard page for VDC ↗

Links are sources, not endorsements. 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, USMV against VDC, data as of Oct 28, 2026. https://etfiq.com/compare/any/usmv-vs-vdc

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