Compare ESMV and SRHQ

ESMV and SRHQ, 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

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.6

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 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

ESMV

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

ESMVMeasureSRHQ

+12.4%Year to dateJan 1 → Nov 3+27.6%

+13.3%1 yearTotal return+30.1%

+15.0%3 years · per year$10,000 became $15,189 · $18,887+23.6%

[…]5 years · per year[…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

1.36%Trailing 12-mo yield$136 · $69 a year on $10k0.69%

−7.0%Worst dropSmaller is better−7.5%

10.1%VolatilityLower is calmer14.6%

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

4–3ESMV 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 SRHQ: Top 5 Holdings

Today

ESMV

7.7%in top 5

SRHQ

in top 511.3%

ESMVStockSRHQ

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

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 common11.6%

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

ESMV vs SRHQ Returns, Every Period

1Y

iSharesESMV

+13.3%

past year

SRHQSRH

+30.1%

past year

ESMVSRHQFaded: behind in that period

0–3SRHQ wins

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

ESMV vs SRHQ

YTD

iSharesESMV

+12.4%

SRHQSRH

+27.6%

+12.4%Year to date+27.6%

−7.0%Worst drop · 1Y−7.5%

10.1%Volatility · 1Y14.6%

1.4%Yield0.7%

$8.0MAssets$224M

3–1ESMV wins

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

Cost, Income and Risk

Fees: ESMV, SRHQ

Today

0.18%lowest, ESMV

FundExpense ratioFee$10k

ESMV0.18%$18

SRHQ0.35%$35

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

Yields: ESMV, SRHQ

1Y

1.36%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.36%$136

SRHQ0.69%$69

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

Income After Fees on $10,000

1Y

$118most kept, ESMV

ESMV$136 − $18 = $118

SRHQ$69 − $35 = $34

KeptFee

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

Overlap: ESMV, SRHQ

Today

11.6%most shared, ESMV and SRHQ

ESMVSRHQ

ESMV—11.6%

SRHQ11.6%—

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

Return vs Bumpiness: 2 ETFs

1Y

+30.1%SRHQ, at 14.6% volatility

ESMVWorst drop−7.0%10.1% vol

SRHQWorst drop−7.5%14.6% vol

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

Paid More vs Made More

YTD

ESMVSRHQ

+12.4%Year to date+27.6%

1.4%Yield0.7%

+13.3%Past year+30.1%

0.18%Fee0.35%

2–2level

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