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

In the year to Oct 28, 2026, with distributions reinvested, USMV returned +10.8% and XLRE +4.3%.

Which is cheaper, USMV or XLRE?

XLRE 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 USMV and XLRE overlap with the S&P 500?

By their latest filed holdings, 93% of USMV and 100% of XLRE by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

USMV vs XLRE: Differences, Returns & Fees

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Over the year to Oct 28, 2026, USMV returned +10.8% to XLRE's +4.3%; 2% of their weight is in the same names.

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Net assets on Oct 27, 2026: $24.1bn for iShares MSCI USA Min Vol Factor ETF and $8.0bn for State Street Real Estate Select Sector SPDR ETF.

USMV on its own →XLRE on its own →

At a glance

+10.8%

USMV total return, 1 year

+4.3%

XLRE total return, 1 year

0.15%

USMV expense ratio

0.08%

XLRE expense ratio

Pair scorecard

XLRE costs 0.07 points a year less; their one-year returns differ by 6.5 points; USMV is 3.0 times larger.

USMV vs XLRE: Differences, Returns & Fees
Measure	USMV	XLRE
Return
Measure	USMV	XLRE
Total return, 1 year	+10.8%	+4.3%
Drawdown
Measure	USMV	XLRE
Below its high		7.7%, high on Jul 28, 2026
Benchmark
Measure	USMV	XLRE
What it tracks	MSCI USA Minimum Volatility (USD) Index	Real Estate Select Sector Index
Cost and size
Measure	USMV	XLRE
Expense ratio	0.15%	0.08%
Net assets, as of Oct 27, 2026	$24.1bn	$8.0bn
Holdings
Measure	USMV	XLRE
Holdings in common	2%
Top ten holdings, share of the fund	14.8%	58.9%

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

What they share

By the books each fund has filed, USMV and XLRE hold 2% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

2% in common

Positions both hold · largest shared weight first USMV XLRE

WELLTOWER 1.41% 11.14%

REALTY INCOME REIT 0.59% 4.34%

VENTAS REIT 0.15% 4.28%

WEYERHAEUSER REIT 0.10% 1.59%

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 XLRE

PROLOGIS INC 8.19%

EQUINIX INC 6.72%

AMERICAN TOWER CORP 5.84%

PUBLIC STORAGE 4.87%

SIMON PROPERTY GROUP INC 4.76%

VIVMARK RESIDENTIAL 4.42%

DIGITAL REALTY TRUST INC 4.34%

CROWN CASTLE INC 4.26%

Check overlap with more funds →

Side by side

USMV iShares MSCI USA Min Vol Factor ETF XLRE State Street Real Estate Select Sector SPDR ETF

Where it sits Stock ETF Stock ETF

Issuer iShares State Street

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

Total return, 1 year +10.8% +4.3%

Expense ratio 0.15% 0.08%

Already in the S&P 500 93.0% 99.5%

Holdings 176 31

Net assets, as of Oct 27, 2026 $24.1bn $8.0bn

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

Alert

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%.

XLRE

XLRE tracks an index of Real estate. Over the year to Oct 28, 2026 it returned +4.3% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 31 positions, with the top ten at 58.9%. It sat 7.7% below its high of Jul 28, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, USMV or XLRE?: In the year to Oct 28, 2026, with distributions reinvested, USMV returned +10.8% and XLRE +4.3%.
Which is cheaper, USMV or XLRE?: XLRE 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 USMV and XLRE overlap with the S&P 500?: By their latest filed holdings, 93% of USMV and 100% of XLRE by weight is stocks the S&P 500 already holds.

Other comparisons

SCHH vs USMV IYR vs USMV USMV vs VNQ USMV vs XRT AVUS vs XLRE DYNF vs XLRE XLG vs XLRE GRNY vs XLRE

Where to next

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

Sources and dates

USMV filings on SEC EDGAR ↗

USMV prospectus with the expense ratio (SEC) ↗

iShares page for USMV ↗

XLRE filings on SEC EDGAR ↗

XLRE prospectus with the expense ratio (SEC) ↗

State Street website ↗

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 XLRE, data as of Oct 28, 2026. https://etfiq.com/compare/any/usmv-vs-xlre

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