USMV vs VMRK: Correlation
iShares MSCI USA Min Vol Factor ETF (USMV) and Vivmark Residential (VMRK) show a strong relationship: their 3-year correlation of weekly returns is 0.63.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are USMV and VMRK?
Across a 3-year window, the weekly returns of USMV and VMRK correlate at 0.63, strong. Lately the two have drifted apart, with the 1-year correlation at 0.50 versus 0.63 over 3 years. Stretching to 5 years gives 0.64, with an annualized covariance of 122.7 %².
Within USMV's tracked universe of 125 assets, VMRK comes in at #36 by 3-year correlation. On 12-month performance USMV holds a 5.0-point edge, +10.1% against +5.1%. Across three years, the rolling one-year figure varied moderately, from 0.43 to 0.76. Risk is not evenly split, since VMRK carries 2.0 times the volatility of the other side.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
USMV vs VMRK: side by side
| USMV (iShares MSCI USA Min Vol Factor ETF) | VMRK (Vivmark Residential) | |
|---|---|---|
| 1-year return | +10.1% | +5.1% |
| 5-year return | +42.3% | -5.5% |
| Volatility (ann.) | 9.9% | 19.7% |
| Beta vs S&P 500 | 0.51 | 0.57 |
| Max drawdown (3Y) | -9.4% | -21.2% |
| Market cap | – | $26.1B |
| P/E (trailing) | – | 25.7 |
| Dividend yield | 1.48% | 0.00% |
| Expense ratio | 0.15% | – |
| Assets under management | $23.6B | – |
| Sector / category | ETF · US Style | Real Estate |
USMV, iShares's Large Blend fund, carries $23.6B under management, 164 holdings, a 0.15% expense ratio, a 1.48% trailing dividend yield.
Year-by-year returns
| Year | USMV | VMRK |
|---|---|---|
| 2022 | -9.4% | -32.5% |
| 2023 | +10.3% | +8.3% |
| 2024 | +15.7% | +20.8% |
| 2025 | +7.6% | -8.6% |
| 2026 | +9.1% | +7.4% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are USMV and VMRK good diversifiers for each other?
To a limited degree. At 0.63 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
FAQ
What is the correlation between USMV and VMRK?
The USMV/VMRK correlation stands at 0.63 on a 3-year window (1 year: 0.50, 5 years: 0.64), computed from weekly returns as of 2026-08-27.
Is VMRK a good diversifier for USMV?
To a limited degree. At 0.63 the two still catch most of the same waves, so the pair smooths returns a little without insulating either from a shared selloff.
What does a correlation of 0.63 mean?
On the −1 to +1 scale, 0.63 describes how much the two returns move together: +1 is lockstep, 0 is independence, negative values mean opposite directions. It says nothing about which performed better.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/usmv-vs-vmrk.json
Markdown for the live badge, attribution link included:
[](https://www.pairbook.io/pair/usmv-vs-vmrk/)
No key needed, free to use. Full endpoint list in the API documentation.
Related comparisons
Hubs: USMV correlations · VMRK correlations
