Compare · 3 funds side by side · dividends reinvested

ESMV, IQLT and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

ESMV, IQLT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.35%+13.5%+18.1%+17.4%+7.7%−10.4%15.7%$13.5B1.8

iShares ESG Optimized MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.18%1.35%+12.8%+15.2%+13.5%[…]−7.0%10.8%$8M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ESMV 2021 · IQLT 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8M[…]

ESMV

IQLT

iShares MSCI Intl Quality Factor ETF · $13.5B$14,457

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ESMVMeasureIQLT

+12.8%Year to dateJan 1 → Nov 9+13.5%

+15.2%1 yearTotal return+18.1%

+13.5%3 years · per year$10,000 became $14,636 · $16,183+17.4%

[…]5 years · per year$10,000 became […] · $14,457+7.7%

0.18%Expense ratio$18 · $30 a year on $10k · lower is better0.30%

1.35%Trailing 12-mo yield$135 · $235 a year on $10k2.35%

−7.0%Worst dropSmaller is better−10.4%

10.8%VolatilityLower is calmer15.7%

ESMVIQLT Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4IQLT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESMV vs IQLT: Top 5 Holdings

Today

ESMV

8.0%in top 5

IQLT

in top 513.9%

ESMVStockIQLT

not top 5ASML.AS4.8%

not top 5ALV.DE2.8%

not top 5ROP.SW2.5%

not top 5NESN.SW1.9%

not top 5NOVN.SW1.9%

1.7%MSFTnot top 5

1.6%TRVnot top 5

1.6%MCKnot top 5

1.6%MAnot top 5

1.6%MSInot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ESMV vs IQLT Returns, Every Period

iSharesESMV

+15.2%

past year

IQLTiShares

+18.1%

past year

ESMVIQLTFaded: behind in that period

0–3IQLT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ESMV vs IQLT

YTD

iSharesESMV

+12.8%

IQLTiShares

+13.5%

+12.8%Year to date+13.5%

−7.0%Worst drop · 1Y−10.4%

10.8%Volatility · 1Y15.7%

1.4%Yield2.4%

$7.9MAssets$13.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESMV, IQLT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ESMV0.18%$18

IQLT0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ESMV, IQLT, VUG

2.35%highest, IQLT

FundTrailing yieldYield$10k

IQLT2.35%$235

ESMV1.35%$135

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

ESMV$135 − $18 = $117

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ESMV, IQLT, VUG

Today

20.6%most shared, ESMV and VUG

ESMVIQLTVUG

ESMV—0.0%20.6%

IQLT0.0%—0.0%

VUG20.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.1%IQLT, at 15.7% volatility

ESMVWorst drop−7.0%10.8% vol

IQLTWorst drop−10.4%15.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IQLTESMV

+13.5%Year to date+12.8%

2.4%Yield1.4%

+18.1%Past year+15.2%

0.30%Fee0.18%

3–1IQLT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026