ESML vs MNA

AESML

BMNA

Measures won4–2ESML wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · ESML $14,019

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−1.4%MNA · worst fall in 1Y

Held in common2.0%ESML and MNA

ESML

MNA

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7BNYLI Merger Arbitrage ETF · $260M

+21.7%3 years · per year$18,013 · $11,927+6.1%

+7.0%5 years · per year$14,019 · $11,349+2.6%

0.17%Expense ratio$17 · $75 on $10k · lower wins0.75%

0.94%12-mo yield$94 · $0 on $10k0.00%

−9.0%Worst dropSmaller wins−1.4%

16.2%VolatilityLower wins4.5%

4–2ESML wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESML · MNA

0.4%EQH3.4%

0.3%ROKU3.7%

0.2%TECH3.5%

0.1%SLAB2.9%

Held in common2.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.94%	+0.1%	+18.0%	+20.1%	+21.7%	+7.0%	−9.0%	$2.7B
3	BMNA	NYLI Merger Arbitrage ETFRead Desk	0.75%	0.00%	+0.1%	+3.4%	+3.4%	+6.1%	+2.6%	−1.4%	$260M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk	0.17%	0.94%	+0.1%	+18.0%	+20.1%	+21.7%	+7.0%	−9.0%	$2.7B
3	BMNA	NYLI Merger Arbitrage ETFRead Desk	0.75%	0.00%	+0.1%	+3.4%	+3.4%	+6.1%	+2.6%	−1.4%	$260M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESML vs MNA

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,019

MNA

NYLI Merger Arbitrage

$11,349

MeasureESMLMNA

Fee0.17%0.75%

Cost on $10k a year$17$75

Yield0.94%0.00%

5 years, per year+7.0%+2.6%

3 years, per year+21.7%+6.1%

Worst drop · 1Y−9.0%−1.4%

Volatility · 1Y16.2%4.5%

4–2measures won
ESML first

2.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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

Overlap: ESML, MNA, VTV

Today

2.0%most shared, ESML and MNA

ESMLMNAVTV

ESML—2.0%0.1%

MNA2.0%—0.2%

VTV0.1%0.2%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ESML$94 − $17 = $77

MNA$0 − $75 = −$75

KeptFee

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