Compare · 2 funds side by side · dividends reinvested

ESMV and QUAL

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,737QUAL · best of the two

02 / 04

ESMV and QUAL, 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%$8M1.4

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.5

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 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

$10,000 five years ago, dividends reinvested · they hold 28.4% in common

ESMVMeasureQUAL

+12.4%Year to dateJan 1 → Nov 3+12.4%

+13.3%1 yearTotal return+14.1%

+15.0%3 years · per year$10,000 became $15,189 · $17,912+21.4%

[…]5 years · per year$10,000 became […] · $16,737+10.8%

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

1.36%Trailing 12-mo yield$136 · $85 a year on $10k0.85%

−7.0%Worst dropSmaller is better−9.0%

10.1%VolatilityLower is calmer11.9%

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

3–3Level

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 QUAL: Top 5 Holdings

Today

ESMV

7.7%in top 5

QUAL

in top 529.8%

ESMVStockQUAL

1.6%MSFT8.0%

not top 5AAPL7.4%

not top 5NVDA5.9%

not top 5LLY4.5%

not top 5META4.0%

1.6%TRVnot top 5

1.5%MAnot top 5

1.5%VRTXnot top 5

1.5%GILDnot top 5

Held in common28.4%

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

ESMV vs QUAL Returns, Every Period

iSharesESMV

+13.3%

past year

QUALiShares

+14.1%

past year

ESMVQUALFaded: behind in that period

0–2QUAL wins

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

ESMV vs QUAL

YTD

iSharesESMV

+12.4%

QUALiShares

+12.4%

+12.4%Year to date+12.4%

−7.0%Worst drop · 1Y−9.0%

10.1%Volatility · 1Y11.9%

1.4%Yield0.9%

$8.0MAssets$48.0B

3–0ESMV wins

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

Cost, Income and Risk

Fees: ESMV, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

ESMV0.18%$18

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

Yields: ESMV, QUAL

1.36%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.36%$136

QUAL0.85%$85

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

Income After Fees on $10,000

$118most kept, ESMV

ESMV$136 − $18 = $118

QUAL$85 − $15 = $70

KeptFee

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

Overlap: ESMV, QUAL

Today

28.4%most shared, ESMV and QUAL

ESMVQUAL

ESMV—28.4%

QUAL28.4%—

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

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

ESMVWorst drop−7.0%10.1% vol

QUALWorst drop−9.0%11.9% vol

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

Paid More vs Made More

YTD

ESMVQUAL

+12.4%Year to date+12.4%

1.4%Yield0.9%

+13.3%Past year+14.1%

0.18%Fee0.15%

2–1QUAL 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