VS
Compare iShares MSCI USA Minimum Volatility Index ETF (XMU) vs CI U.S. Enhanced Value Index ETF (CVLU) to find the best fit for your portfolio. XMU and CVLU provide the same top sector exposures: Technology, Finance, and Healthcare. When evaluating costs, XMU features a management fee (MER) of 0.3%, compared to 0.3% for CVLU. Performance-wise, XMU has returned 12.47% year-to-date with -$46 M in net flows, whereas CVLU is at 18.24% with -$0 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
XMU
CVLU
| AuM | $369.72 M | $8.11 M |
| Management Fees | 0.30% | 0.30% |
| Exp. ratio | 0.33% | 0.33% |
| Tracking Difference | -0.09% | - |
Historical performance and flows
As of October 15, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | XMU | +4.41% | +7.03% | +12.47% | +10.12% | +47.98% |
CVLU | +1.10% | +5.44% | +18.24% | +23.59% | - | |
| Flows | XMU | -$7 M | +$9 M | -$46 M | -$50 M | -$99 M |
CVLU | +$0 M | +$0 M | -$0 M | -$1 M | - |
XMU vs CVLU exposure
Countries
XMU
USA
93.27%
CVLU
USA
96.98%
Sectors
XMU
Technology
30.32%
Finance
14.90%
Healthcare
14.05%
Consumer Non-Cyclicals
10.69%
Other
30.04%
CVLU
Technology
36.54%
Finance
15.54%
Healthcare
14.92%
Industrials
8.70%
Other
24.30%
As of October 15, 2026
Top 10 Holdings
XMU
Microsoft Corp.
1.57%
Amphenol Corp.
1.52%
NVIDIA Corp.
1.52%
Motorola Solutions, Inc.
1.51%
Welltower, Inc.
1.50%
Johnson & Johnson
1.45%
Verizon Communications, Inc.
1.45%
Chubb Ltd.
1.45%
Merck & Co., Inc.
1.45%
Vertex Pharmaceuticals, Inc.
1.43%
CVLU
Microsoft Corp.
8.08%
NVIDIA Corp.
7.04%
Apple, Inc.
4.77%
Micron Technology, Inc.
3.02%
Meta Platforms, Inc.
1.57%
Johnson & Johnson
1.45%
JPMorgan Chase & Co.
1.42%
UnitedHealth Group, Inc.
1.21%
Cisco Systems, Inc.
1.15%
Eli Lilly & Co.
1.11%
Diversification
XMU
Total weight of top 10 holdings out of 173 total
14.85%
CVLU
Total weight of top 10 holdings out of 802 total
30.82%
Characteristics
Compare
XMU
CVLU
| Provider | iShares | CI |
| Management | Passively managed | Passively managed |
| Benchmark | MSCI USA Minimum Volatility Net Total Return Index - CAD | VettaFi US Enhanced Value Index - USD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.04% | 1.53% |
| Meets ESG criteria | No | No |
| Inception Date | July 24, 2012 | January 16, 2024 |
Frequently asked questions about XMU and CVLU
Which ETF has performed better year to date: XMU or CVLU?
As of October 15, 2026, XMU has returned 12.47% year to date, while CVLU has returned 18.24%. CVLU is ahead on YTD performance.
Which ETF is larger by assets under management: XMU or CVLU?
As of October 15, 2026, XMU manages $369.72 M in assets, while CVLU manages $8.11 M. XMU is the larger fund by AUM.
How are XMU and CVLU managed?
XMU is passively managed by iShares. It tracks the MSCI USA Minimum Volatility Net Total Return Index - CAD benchmark. CVLU is passively managed by CI. It tracks the VettaFi US Enhanced Value Index - USD benchmark.
What sectors do XMU and CVLU emphasize?
XMU is most exposed to Technology, Finance, and Healthcare. CVLU is most exposed to Technology, Finance, and Healthcare.
Which ETF is attracting more investor flows: XMU or CVLU?
Year to date, XMU has seen -$45.76 M in net flows, compared with -$0.02 M for CVLU. CVLU has attracted more net investor money so far.
How do the fees of XMU and CVLU compare?
XMU has an expense ratio of 0.33%, while CVLU has an expense ratio of 0.33%.
What are the top holdings of XMU and CVLU?
XMU's largest holdings include Microsoft Corp., Amphenol Corp., and NVIDIA Corp.. CVLU's top holdings include Microsoft Corp., NVIDIA Corp., and Apple, Inc..
Which ETF is more diversified: XMU or CVLU?
XMU holds 173 securities, while CVLU holds 802. On holdings count, CVLU is the more diversified portfolio.
Recent articles about XMU and CVLU
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