Compare · 2 funds side by side · dividends reinvested

ESMV and MTUM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

ESMV and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$8M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.6

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 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

ESMVMeasureMTUM

+12.4%Year to dateJan 1 → Nov 3+11.6%

+13.3%1 yearTotal return+10.2%

+15.0%3 years · per year$10,000 became $15,189 · $21,049+28.2%

[…]5 years · per year$10,000 became […] · $15,541+9.2%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

1.36%Trailing 12-mo yield$136 · $67 a year on $10k0.67%

−7.0%Worst dropSmaller is better−20.1%

10.1%VolatilityLower is calmer27.8%

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

5–2ESMV 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 MTUM: Top 5 Holdings

Today

ESMV

7.7%in top 5

MTUM

in top 521.3%

ESMVStockMTUM

not top 5AMD5.8%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

1.6%TRVnot top 5

1.6%MSFTnot top 5

1.5%MAnot top 5

1.5%VRTXnot top 5

1.5%GILDnot top 5

Held in common24.2%

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

ESMV vs MTUM Returns, Every Period

iSharesESMV

+13.3%

past year

MTUMiShares

+10.2%

past year

ESMVMTUMFaded: behind in that period

2–1ESMV wins

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

ESMV vs MTUM

YTD

iSharesESMV

+12.4%

MTUMiShares

+11.6%

+12.4%Year to date+11.6%

−7.0%Worst drop · 1Y−20.1%

10.1%Volatility · 1Y27.8%

1.4%Yield0.7%

$8.0MAssets$17.4B

4–0ESMV wins

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

Cost, Income and Risk

Fees: ESMV, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

ESMV0.18%$18

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

Yields: ESMV, MTUM

1.36%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.36%$136

MTUM0.67%$67

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

Income After Fees on $10,000

$118most kept, ESMV

ESMV$136 − $18 = $118

MTUM$67 − $15 = $52

KeptFee

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

Overlap: ESMV, MTUM

Today

24.2%most shared, ESMV and MTUM

ESMVMTUM

ESMV—24.2%

MTUM24.2%—

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

Return vs Bumpiness: 2 ETFs

+13.3%ESMV, at 10.1% volatility

ESMVWorst drop−7.0%10.1% vol

MTUMWorst drop−20.1%27.8% vol

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

Paid More vs Made More

YTD

ESMVMTUM

+12.4%Year to date+11.6%

1.4%Yield0.7%

+13.3%Past year+10.2%

0.18%Fee0.15%

3–1ESMV 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