Compare · 2 funds side by side · dividends reinvested

ESMV and VTI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,332VTI · best of the two

02 / 04

ESMV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Optimized MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.18%1.37%+11.0%+12.6%+13.8%[…]−7.0%10.6%$8M1.3

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: ESMV 2021 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

ESMV

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 29.4% in common

ESMVMeasureVTI

+11.0%Year to dateJan 1 → Nov 5+8.4%

+12.6%1 yearTotal return+9.9%

+13.8%3 years · per year$10,000 became $14,719 · $18,113+21.9%

[…]5 years · per year$10,000 became […] · $16,332+10.3%

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

1.37%Trailing 12-mo yield$137 · $110 a year on $10k1.10%

−7.0%Worst dropSmaller is better−8.9%

10.6%VolatilityLower is calmer13.7%

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

5–2ESMV wins

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

More Ways to See the Pairs

ESMV vs VTI: Top 5 Holdings

Today

ESMV

8.0%in top 5

VTI

in top 525.0%

ESMVStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

1.7%MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

1.7%TRVnot top 5

1.6%MAnot top 5

1.6%MCKnot top 5

1.5%WELLnot top 5

Held in common29.4%

End-of-day Nov 5, 2026 · share of each fund

ESMV vs VTI Returns, Every Period

iSharesESMV

+12.6%

past year

VTIVanguard

+9.9%

past year

ESMVVTIFaded: behind in that period

2–1ESMV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ESMV vs VTI

YTD

iSharesESMV

+11.0%

VTIVanguard

+8.4%

+11.0%Year to date+8.4%

−7.0%Worst drop · 1Y−8.9%

10.6%Volatility · 1Y13.7%

1.4%Yield1.1%

$7.9MAssets$689B

4–0ESMV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESMV, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

ESMV0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESMV, VTI

1.37%highest, ESMV

FundTrailing yieldYield$10k

ESMV1.37%$137

VTI1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, ESMV

ESMV$137 − $18 = $119

VTI$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ESMV, VTI

Today

29.4%most shared, ESMV and VTI

ESMVVTI

ESMV—29.4%

VTI29.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%ESMV, at 10.6% volatility

ESMVWorst drop−7.0%10.6% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ESMVVTI

+11.0%Year to date+8.4%

1.4%Yield1.1%

+12.6%Past year+9.9%

0.18%Fee0.03%

3–1ESMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026