This ETF is one of several products available to investors looking to achieve targeted exposure to a specific "factor," which in the case of USMV is low volatility. The underlying index consists of stocks that have historically exhibited relatively low volatility, a unique methodology that makes USMV potentially useful in a number of different ways. This fund can be used as an alternative to broad-based domestic equity funds, though the shallow nature of the underlying portfolio may be a concern. Perhaps a better use would be as a way to dial down the overall risk of an equity portfolio, essentially allowing investors to scale back their downside loss potential while still maintaining some up side. USMV is appealing in the sense that it allows investors to achieve cheap, easy exposure to a strategy that would be difficult and time consuming to implement under the "do it yourself" methodology the expense ratio is extremely low given the methodology employed, and the strategy offered can be a simple but effective way to fine tune the overall risk of a portfolio. We might be hesitant to achieve all of a portfolio's domestic equity exposure through this one ticker--there are only about 125 components in total--but acknowledge that USMV can be a very useful complementary holding.
The adjacent table gives investors an individual Realtime Rating for USMV on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.
View the Category ReportMetric | Metric Realtime Rating | A+ Metric Rated ETF |
---|---|---|
Liquidity | A | n/a |
Expenses | A | n/a |
Performance | ||
Volatility | ||
Dividend | ||
Concentration |
The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its ETFdb.com Category.
This section compares how balanced and deep this ETF is relative to the peer group ETFdb.com Category.
Asset | Percentage |
---|---|
Common equity | 98.67% |
ETF Cash Component | 1.33% |
Sector | Percentage |
---|---|
Technology | 15.7% |
Healthcare | 14.56% |
Consumer, Non-Cyclical | 11.64% |
Financials | 10.8% |
Real Estate | 10.0% |
Consumer, Cyclical | 9.77% |
Industrials | 8.46% |
Utilities | 7.88% |
Communications | 4.66% |
Basic Materials | 2.31% |
Energy | 1.92% |
ETF Cash Component | 1.33% |
Other | 0.96% |
Market Cap | Percentage |
---|---|
Large cap | 84.93% |
Mid cap | 13.74% |
ETF Cash Component | 1.33% |
Region | Percentage |
---|---|
North America | 95.91% |
Europe | 4.09% |
Region | Percentage |
---|---|
United States | 95.75% |
Developed Markets (ex-US) | 4.25% |
Country | Percentage |
---|---|
United States | 95.75% |
United Kingdom | 2.5% |
Ireland | 1.24% |
Switzerland | 0.21% |
Canada | 0.16% |
Germany | 0.15% |
This section compares the cost efficiency of this ETF to peers in the same ETFdb.com Category.
This ETF is currently available for commission free trading on the following platforms: (Fidelity)
There are 13 other ETFs in the Large Cap Growth Equities ETFdb.com Category that are also eligible for commission free trading:
This section shows how this ETF has performed relative to its peer group ETFdb.com Category.
This section compares the fund flows of this ETF to peers in the same ETFdb.com Category.
The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.
The following chart also includes the option to compare the performance of USMV relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.
This section shows how the P/E multiple of this ETF compares to the peer group ETFdb.com Category.
This section shows how the dividend yield of this ETF compares to the peer group ETFdb.com Category.
This section shows how the volatility of this ETF compares to the peer group ETFdb.com Category.
Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.