ESML vs VTV

AESML

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · ESML $14,470

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%ESML and VTV

ESML

VTV

iShares ESG Aware MSCI USA Small-Cap ETF · $2.8BVanguard Morningstar Value ETF · $184B

+21.9%3 years · per year$18,109 · $18,551+22.9%

+7.7%5 years · per year$14,470 · $18,352+12.9%

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

0.92%12-mo yield$92 · $180 on $10k1.80%

−9.0%Worst dropSmaller wins−6.4%

16.3%VolatilityLower wins10.2%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESML · VTV

1.2%MRNA0.1%

Held in common0.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESML vs VTV

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

VTV

Vanguard Morningstar Value

$18,352

MeasureESMLVTV

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield0.92%1.80%

5 years, per year+7.7%+12.9%

3 years, per year+21.9%+22.9%

Worst drop · 1Y−9.0%−6.4%

Volatility · 1Y16.3%10.2%

6–0measures won
VTV first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ESML, VTV

Today

0.1%most shared, ESML and VTV

ESMLVTV

ESML—0.1%

VTV0.1%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

ESML$92 − $17 = $75

KeptFee

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