Compare · 2 funds side by side · dividends reinvested

ESMV and VIG

ESMViShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

ESMV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

ESMVMeasureVIG

+14.3%Year to dateJan 1 → Nov 4+16.4%

+15.6%1 yearTotal return+18.9%

+15.2%3 years · per year$10,000 became $15,300 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.33%Trailing 12-mo yield$133 · $144 a year on $10k1.44%

−7.0%Worst dropSmaller is better−7.9%

10.2%VolatilityLower is calmer10.2%

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

1–5VIG 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 VIG: Top 5 Holdings

Today

ESMV

7.7%in top 5

VIG

in top 522.1%

ESMVStockVIG

1.6%MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.6%TRVnot top 5

1.5%MAnot top 5

1.5%WELLnot top 5

1.5%MCKnot top 5

Held in common33.7%

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

ESMV vs VIG Returns, Every Period

iSharesESMV

+15.6%

past year

VIGVanguard

+18.9%

past year

ESMVVIGFaded: behind in that period

0–3VIG wins

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

Stocks vs Income: ESMV vs VIG

YTD

iSharesESMV

+14.3%

VIGVanguard

+16.4%

+14.3%Year to date+16.4%

−7.0%Worst drop · 1Y−7.9%

10.2%Volatility · 1Y10.2%

1.3%Yield1.4%

$8.2MAssets$109B

2–1VIG wins

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

Cost, Income and Risk

Fees: ESMV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

ESMV0.18%$18

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

Yields: ESMV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

ESMV1.33%$133

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

ESMV$133 − $18 = $115

KeptFee

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

Overlap: ESMV, VIG

Today

33.7%most shared, ESMV and VIG

ESMVVIG

ESMV—33.7%

VIG33.7%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

ESMVWorst drop−7.0%10.2% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGESMV

+16.4%Year to date+14.3%

1.4%Yield1.3%

+18.9%Past year+15.6%

0.04%Fee0.18%

4–0VIG 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026