Compare · 3 funds side by side · dividends reinvested

ESMV, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

ESMV, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$8M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.4

Rank among the three1st → 3rdFee, 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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 31.0% in common

ESMVMeasureVOO

+14.3%Year to dateJan 1 → Nov 4+13.4%

+15.6%1 yearTotal return+13.5%

+15.2%3 years · per year$10,000 became $15,300 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $105 a year on $10k1.05%

−7.0%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.8%

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

5–2ESMV 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 VOO: Top 5 Holdings

Today

ESMV

7.7%in top 5

VOO

in top 528.3%

ESMVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

1.6%MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

1.6%TRVnot top 5

1.5%MAnot top 5

1.5%WELLnot top 5

1.5%MCKnot top 5

Held in common31.0%

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

ESMV vs VOO Returns, Every Period

iSharesESMV

+15.6%

past year

VOOVanguard

+13.5%

past year

ESMVVOOFaded: behind in that period

2–1ESMV wins

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

Stocks vs Core: ESMV vs IVV

YTD

iSharesESMV

+14.3%

IVViShares

+13.4%

+14.3%Year to date+13.4%

−7.0%Worst drop · 1Y−8.9%

10.2%Volatility · 1Y12.9%

1.3%Yield1.1%

$8.0MAssets$872B

4–0ESMV wins

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

Cost, Income and Risk

Fees: ESMV, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ESMV0.18%$18

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

Yields: ESMV, VOO, IVV

1.33%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.33%$133

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$115most kept, ESMV

ESMV$133 − $18 = $115

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: ESMV, VOO, IVV

Today

94.5%most shared, VOO and IVV

ESMVVOOIVV

ESMV—31.0%32.3%

VOO31.0%—94.5%

IVV32.3%94.5%—

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

Return vs Bumpiness: 3 ETFs

+15.6%ESMV, at 10.2% volatility

ESMVWorst drop−7.0%10.2% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

ESMVIVV

+14.3%Year to date+13.4%

1.3%Yield1.1%

+15.6%Past year+13.5%

0.18%Fee0.03%

3–1ESMV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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