USMV vs XMHQ: holdings overlap, shared companies and scores

As of September 11, 2026, USMV and XMHQ overlap 0.9% by weight. iShares MSCI USA Min Vol Factor ETF (USMV): U.S. low-volatility equities. Invesco S&P MidCap Quality ETF (XMHQ): High-quality mid-cap stocks.

Updated September 11, 2026

How much do USMV and XMHQ overlap?

As of September 11, 2026, USMV and XMHQ overlap 0.9% by weight.

1% of USMV is already inside XMHQ.

4% of XMHQ is already inside USMV.

USMV holds 175 companies and XMHQ holds 80; 2 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score USMV and XMHQ?

As of September 11, 2026, ETF Copilot scores USMV 5.3 out of 10 and XMHQ 3.9 out of 10.

They differ most on Risk: USMV 9.2 and XMHQ 3.4.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

USMV vs XMHQ — ETF Copilot factor scores, 0–10
FactorUSMVXMHQ
Growth4.20.5
Valuation4.44.3
Risk9.23.4
Quality7.26.8
Return3.35.3

USMV is the cheaper of the two at 0.15% a year

As of September 11, 2026, USMV charges 0.15% a year, yields 1.50% and holds $24.1B in assets across 175 positions.

As of September 11, 2026, XMHQ charges 0.30% a year, yields 0.92% and holds $5.5B in assets across 80 positions.

USMV vs XMHQ — cost, income and size
MeasureUSMVXMHQ
Expense ratio0.15%0.30%
Dividend yield1.50%0.92%
Assets under management$24.1B$5.5B
Holdings17580

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where USMV and XMHQ trade against their own history

USMV trades at 23.9 times earnings, against its own median of 22.9, and is more expensive than 74% of its own 114 monthly readings since 2017.

XMHQ trades at 19.1 times earnings, against its own median of 17.0, and is more expensive than 74% of its own 88 monthly readings since 2019.

What moved USMV and XMHQ this week

USMV fell 2.2% in the week to September 11, 2026. The holdings that moved it most were Vertex Pharmaceuticals (−7.6%), ServiceNow (−9.0%) and Roper Technologies (−8.0%); Advanced Micro Devices (+13.1%) pushed the other way.

XMHQ fell 3.1% in the week to September 11, 2026. The holdings that moved it most were Illumina (−6.9%), Manhattan Associates (−9.2%) and Technipfmc (−4.7%); Nvent Electric (+6.8%) pushed the other way.

What do USMV and XMHQ each hold?

What's inside USMV: Tech 32%, AI 10%.

15% of USMV is its ten largest holdings.

What's inside XMHQ: Tech 20%, Memory 2%.

32% of XMHQ is its ten largest holdings.

Compare with similar funds

Cite this

ETF Copilot, “USMV vs XMHQ holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/usmv-vs-xmhq

  1. iShares MSCI USA Min Vol Factor ETF (USMV)
  2. Invesco S&P MidCap Quality ETF (XMHQ)

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