Compare · 2 funds side by side · dividends reinvested

ESMV and JQUA

ESMViShares×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

ESMV and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.2%+21.5%+23.5%+13.2%−7.1%12.0%$9.5B1.4

iShares ESG Optimized MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.18%1.36%+12.4%+13.3%+15.0%[…]−7.0%10.1%$8M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ESMV 2021 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,593

$10,000 five years ago, dividends reinvested · they hold 38.0% in common

ESMVMeasureJQUA

+12.4%Year to dateJan 1 → Nov 3+20.2%

+13.3%1 yearTotal return+21.5%

+15.0%3 years · per year$10,000 became $15,189 · $18,844+23.5%

[…]5 years · per year$10,000 became […] · $18,593+13.2%

0.18%Expense ratio$18 · $12 a year on $10k · lower is better0.12%

1.36%Trailing 12-mo yield$136 · $105 a year on $10k1.05%

−7.0%Worst dropSmaller is better−7.1%

10.1%VolatilityLower is calmer12.0%

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

3–4JQUA wins

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

More Ways to See the Pairs

ESMV vs JQUA: Top 5 Holdings

Today

ESMV

7.7%in top 5

JQUA

in top 59.9%

ESMVStockJQUA

not top 5AAPL2.1%

1.6%MSFT2.1%

not top 5XOM2.0%

not top 5V1.9%

not top 5AMD1.8%

1.6%TRVnot top 5

1.5%MAnot top 5

1.5%VRTXnot top 5

1.5%GILDnot top 5

Held in common38.0%

End-of-day Nov 3, 2026 · share of each fund

ESMV vs JQUA Returns, Every Period

iSharesESMV

+13.3%

past year

JQUAJ.P. Morgan

+21.5%

past year

ESMVJQUAFaded: behind in that period

0–3JQUA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ESMV vs JQUA

YTD

iSharesESMV

+12.4%

JQUAJ.P. Morgan

+20.2%

+12.4%Year to date+20.2%

−7.0%Worst drop · 1Y−7.1%

10.1%Volatility · 1Y12.0%

1.4%Yield1.1%

$8.0MAssets$9.5B

3–1ESMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESMV, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

ESMV0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ESMV, JQUA

1.36%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.36%$136

JQUA1.05%$105

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, ESMV

ESMV$136 − $18 = $118

JQUA$105 − $12 = $93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ESMV, JQUA

Today

38.0%most shared, ESMV and JQUA

ESMVJQUA

ESMV—38.0%

JQUA38.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%JQUA, at 12.0% volatility

ESMVWorst drop−7.0%10.1% vol

JQUAWorst drop−7.1%12.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ESMVJQUA

+12.4%Year to date+20.2%

1.4%Yield1.1%

+13.3%Past year+21.5%

0.18%Fee0.12%

3–1JQUA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026