Compare · 3 funds side by side · dividends reinvested

ESMV, QUAL and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

ESMV, QUAL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.84%+13.5%+17.0%+20.0%+10.9%−9.0%12.7%$48.6B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

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 · QUAL 2013 · VOO 2010

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 · $48.6B$16,773

$10,000 five years ago, dividends reinvested · they hold 28.5% in common

ESMVMeasureQUAL

+12.8%Year to dateJan 1 → Nov 9+13.5%

+15.2%1 yearTotal return+17.0%

+13.5%3 years · per year$10,000 became $14,636 · $17,259+20.0%

[…]5 years · per year$10,000 became […] · $16,773+10.9%

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

1.35%Trailing 12-mo yield$135 · $84 a year on $10k0.84%

−7.0%Worst dropSmaller is better−9.0%

10.8%VolatilityLower is calmer12.7%

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

3–4QUAL 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 QUAL: Top 5 Holdings

Today

ESMV

8.0%in top 5

QUAL

in top 529.5%

ESMVStockQUAL

1.7%MSFT8.2%

not top 5AAPL7.4%

not top 5NVDA5.5%

not top 5LLY4.3%

not top 5META4.1%

1.6%TRVnot top 5

1.6%MCKnot top 5

1.6%MAnot top 5

1.6%MSInot top 5

Held in common28.5%

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

ESMV vs QUAL Returns, Every Period

iSharesESMV

+15.2%

past year

QUALiShares

+17.0%

past year

ESMVQUALFaded: behind in that period

0–3QUAL wins

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

Stocks vs Core: ESMV vs VOO

YTD

iSharesESMV

+12.8%

VOOVanguard

+11.3%

+12.8%Year to date+11.3%

−7.0%Worst drop · 1Y−8.9%

10.8%Volatility · 1Y13.7%

1.4%Yield1.1%

$8.0MAssets$1.00T

4–0ESMV wins

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

Cost, Income and Risk

Fees: ESMV, QUAL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QUAL0.15%$15

ESMV0.18%$18

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

Yields: ESMV, QUAL, VOO

1.35%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.35%$135

VOO1.07%$107

QUAL0.84%$84

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

Income After Fees on $10,000

$117most kept, ESMV

ESMV$135 − $18 = $117

VOO$107 − $3 = $104

QUAL$84 − $15 = $69

KeptFee

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

Overlap: ESMV, QUAL, VOO

Today

44.0%most shared, QUAL and VOO

ESMVQUALVOO

ESMV—28.5%30.6%

QUAL28.5%—44.0%

VOO30.6%44.0%—

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

Return vs Bumpiness: 3 ETFs

+17.0%QUAL, at 12.7% volatility

ESMVWorst drop−7.0%10.8% vol

QUALWorst drop−9.0%12.7% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

ESMVQUAL

+12.8%Year to date+13.5%

1.4%Yield0.8%

+15.2%Past year+17.0%

0.18%Fee0.15%

3–1QUAL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026