Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
DEMZvsUSMVETF Comparison
The Democratic Large-Cap Core ETF (DEMZ) belongs to the US Large Cap segment. iShares MSCI USA Min Vol Factor ETF (USMV) is part of the US Low Volatility segment. DEMZ's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, USMV's top sector exposures are Information Technology, Health Care and Financials. DEMZ is more expensive with a Total Expense Ratio (TER) of 0.45%, versus 0.15% for USMV. DEMZ is down -2.06% year-to-date (YTD) with +$3M in YTD flows. USMV performs better with 0.91% YTD performance, and +$26M in YTD flows. Run a side-by-side ETF comparison of DEMZ and USMV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
DEMZ vs USMV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | DEMZ USMV | -1.90%-1.20% | -2.65%+0.73% | -2.06%+0.91% | +24.08%+6.08% | +78.26%+44.31% | +83.21%+50.29% |
| Flows | DEMZ USMV | +$1M+$29M | +$6M+$215M | +$3M+$26M | +$8M-$1.51B | +$16M-$12.71B | +$37M-$14.06B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | DEMZ USMV | +14.89%+7.37% | +19.36%+12.12% | +15.88%+10.13% | +18.17%+12.21% |
| Max drawdown | DEMZ USMV | -6.36%-2.85% | -13.21%-8.88% | -19.10%-9.29% | -27.17%-17.91% |
| Max drawdown duration | DEMZ USMV | 43d12d | 37d43d | 187d75d | 719d713d |
DEMZ | USMV | |
Last sale 3/13/2026 at 1:30 PM | $40.71 | $95.07 |
| Previous close 03/12/2026 | $40.93 | $94.99 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
DEMZ | USMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
DEMZ | USMV | |
|---|---|---|
| Last price | $40.71 | $95.07 |
| 1D performance | -0.53% | +0.08% |
| AuM | $55.35 M | $23.02 B |
| E/R | 0.45% | 0.15% |
DEMZ | USMV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Reflection Asset Management | iShares |
| Benchmark | - | MSCI USA Minimum Volatility Index |
| N° of holdings | 42 | 165 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 2, 2020 | October 18, 2011 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the DEMZ and USMV ETFs performed in 2026?
As of March 11, 2026, DEMZ is down -2.06% year-to-date (YTD), while USMV has returned 0.91%. That puts USMV better performer ahead so far this year.
Which ETF is attracting more investor money: DEMZ or USMV?
Year-to-date, the DEMZ ETF saw +$3M in flows, compared to +$26M for USMV.
Which ETF is more volatile: DEMZ or USMV?
Over the past year, DEMZ had a volatility of 19.36%, while USMV experienced 12.12%.
Which ETF is bigger: DEMZ or USMV?
As of March 11, 2026, DEMZ holds $55.35 M in assets under management (AUM), while USMV manages $23.02 B.
What sectors do the DEMZ and USMV ETFs invest in?
DEMZ leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, USMV focuses on Information Technology, Health Care and Financials.
What are the top holdings of the DEMZ ETF and USMV ETF?
DEMZ top holdings include US5128073062, NVIDIA and META PLATFORMS. USMV holds in its top three: EXXON, JOHNSON&JOHNSON and CISCO-T.
Which ETF is more diversified: DEMZ or USMV?
DEMZ holds 44 securities with 56.04% of its assets in the top 15. USMV has 171 securities and a top 15 weight of 22.79%.
ETF Comparison: Invesco S&P 500 Low Volatility ETF (SPLV) Versus iShares MSCI USA Min Vol Factor ETF (USMV)
Tony's ETF Buyer's Guide: Low Volatility and Minimum Volatility ETFs
ETF Central Guide: All You Need to Know About Factor Investing
Low Volatility Versus Minimum Volatility ETFs: What's The Difference?
Low Volatility Versus Minimum Volatility ETFs: What's The Difference?
Low Volatility U.S. ETFs: How do they work?
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
