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

In the year to Oct 9, 2026, with distributions reinvested, USMV returned +7.5% and VTHR +16.8%.

Which is cheaper, USMV or VTHR?

VTHR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.

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

By their latest filed holdings, 93% of USMV and 88% of VTHR by weight is stocks the S&P 500 already holds.

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USMV vs VTHR: Differences, Returns & Fees

USMV and VTHR hold 35% of their weight in the same names, and VTHR returned +16.8% over the year. Net assets: $23.8bn on Oct 9, 2026 for iShares MSCI USA Min Vol Factor ETF, and $4.9bn on Sep 30, 2026 for Vanguard Russell 3000 ETF.

VTHR costs 0.09 points a year less; their one-year returns differ by 9.3 points; USMV is 4.7 times larger.

USMV vs VTHR: Differences, Returns & Fees
	USMV	VTHR
Expense ratio	0.15%	0.06%
Net assets, as of Sep 30, 2026	$23.2bn	$4.9bn
Total return, 1 year	+7.5%	+16.8%
What it tracks	MSCI USA Minimum Volatility (USD) Index	Russell 3000 Index
Holdings in common	35%
Top ten holdings, share of the fund	15.1%	33.4%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 9, 2026.

+7.5%

USMV total return, 1 year

+16.8%

VTHR total return, 1 year

0.15%

USMV expense ratio

0.06%

VTHR expense ratio

What they hold in common

By the books each fund has filed, USMV and VTHR hold 35% 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 Aug 31, 2026 and Oct 9, 2026.

50%

half

35% in common

Positions both hold, largest shared weight first

Holding USMV VTHR

MICROSOFT 1.66% 5.09%

NVIDIA 1.59% 6.96%

BERKSHIRE HATHAWAY INC CLASS B 1.46% 1.27%

APPLE 0.96% 6.19%

BROADCOM INC 0.93% 2.33%

EXXONMOBIL HOLDINGS CORP 1.49% 0.91%

JOHNSON & JOHNSON 1.44% 0.86%

ADVANCED MICRO DEVICES 0.86% 1.03%

VISA CLASS A 1.03% 0.85%

ELI LILLY 0.79% 1.25%

MICRON TECHNOLOGY 0.79% 1.46%

MASTERCARD CLASS A 1.27% 0.64%

Only in USMV

WASTE CONNECTIONS 1.12%

TE CONNECTIVITY PLC 0.57%

MERCADOLIBRE 0.38%

SEAGATE TECHNOLOGY HOLDINGS PLC 0.35%

VYLOR 0.25%

DOW JONES US REAL ESTATE DEC 26 0.00%

S&P500 EMINI DEC 26 0.00%

Only in VTHR

Alphabet Inc 2.67%

Tesla Inc 1.45%

JPMorgan Chase & Co 1.29%

Bank of America Corp 0.55%

Intel Corp 0.55%

Caterpillar Inc 0.49%

General Electric Co 0.47%

Goldman Sachs Group Inc/The 0.38%

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On the same fields

USMV

iShares MSCI USA Min Vol Factor ETF

VTHR

Vanguard Russell 3000 ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Vanguard

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

Total return, 1 year +7.5% +16.8%

Its benchmark over the same days not published +16.7% (IWV)

Gap to its benchmark not available +0.1 pts vs IWV

Expense ratio 0.15% 0.06%

Already in the S&P 500 93.0% 88.3%

Holdings 176 2978

Net assets, USMV as of Oct 9, 2026 and VTHR as of Sep 30, 2026 $23.8bn $4.9bn

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

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%.

About VTHR

VTHR tracks an index. Over the year to Oct 9, 2026 it returned +16.8% with distributions reinvested, against +16.7% for its benchmark, the Russell 3000 Index. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer as of Aug 31, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,978 positions, with the top ten at 33.4%.

Questions people ask

Which returned more over the last year, USMV or VTHR?: In the year to Oct 9, 2026, with distributions reinvested, USMV returned +7.5% and VTHR +16.8%.
Which is cheaper, USMV or VTHR?: VTHR is cheaper, by 0.09 percentage points a year. That is about $9 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do USMV and VTHR overlap with the S&P 500?: By their latest filed holdings, 93% of USMV and 88% of VTHR by weight is stocks the S&P 500 already holds.

Other comparisons

SPUS vs USMV KLMN vs USMV GUSA vs USMV PBUS vs USMV SPMO vs VTHR RDVY vs VTHR DFUS vs VTHR OEF vs VTHR

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

Where these figures came from

USMV filings on SEC EDGAR ↗USMV prospectus with the expense ratio (SEC) ↗iShares page for USMV ↗VTHR filings on SEC EDGAR ↗VTHR prospectus with the expense ratio (SEC) ↗Vanguard page for VTHR ↗

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

Open data

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