Compare · 2 funds side by side · dividends reinvested

ESMV and USMV

ESMViShares×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,754USMV · best of the two

02 / 04

ESMV and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B1.3

iShares ESG Optimized MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.18%1.33%+14.3%+15.6%+15.2%[…]−7.0%10.2%$8M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: ESMV 2021 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

$10,000 five years ago, dividends reinvested · they hold 65.5% in common

ESMVMeasureUSMV

+14.3%Year to dateJan 1 → Nov 4+12.1%

+15.6%1 yearTotal return+14.3%

+15.2%3 years · per year$10,000 became $15,300 · $15,388+15.5%

[…]5 years · per year$10,000 became […] · $14,754+8.1%

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

1.33%Trailing 12-mo yield$133 · $135 a year on $10k1.35%

−7.0%Worst dropSmaller is better−6.5%

10.2%VolatilityLower is calmer8.7%

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

2–5USMV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESMV vs USMV: Top 5 Holdings

Today

ESMV

7.7%in top 5

USMV

in top 57.8%

ESMVStockUSMV

1.6%TRVnot top 5

1.6%MSFT1.6%

not top 5APH1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

1.5%MAnot top 5

not top 5XOM1.5%

1.5%WELLnot top 5

1.5%MCKnot top 5

Held in common65.5%

End-of-day Nov 4, 2026 · share of each fund

ESMV vs USMV Returns, Every Period

iSharesESMV

+15.6%

past year

USMViShares

+14.3%

past year

ESMVUSMVFaded: behind in that period

2–1ESMV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ESMV vs USMV

YTD

iSharesESMV

+14.3%

USMViShares

+12.1%

+14.3%Year to date+12.1%

−7.0%Worst drop · 1Y−6.5%

10.2%Volatility · 1Y8.7%

1.3%Yield1.3%

$8.0MAssets$24.1B

2–1USMV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESMV, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

ESMV0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESMV, USMV

1.35%highest, USMV

FundTrailing yieldYield$10k

USMV1.35%$135

ESMV1.33%$133

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, USMV

USMV$135 − $15 = $120

ESMV$133 − $18 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESMV, USMV

Today

65.5%most shared, ESMV and USMV

ESMVUSMV

ESMV—65.5%

USMV65.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%ESMV, at 10.2% volatility

USMVWorst drop−6.5%8.7% vol

ESMVWorst drop−7.0%10.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

USMVESMV

+12.1%Year to date+14.3%

1.3%Yield1.3%

+14.3%Past year+15.6%

0.15%Fee0.18%

2–1ESMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026