ESMV vs IQLT

AESMV

BIQLT

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$16,499IWF · IQLT $14,421

Lowest cost0.18%ESMV · $18 on $10k

Most income2.38%IQLT · $238 on $10k

Smallest drop−7.0%ESMV · worst fall in 1Y

Held in common0.0%ESMV and IQLT

ESMV

IQLT

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MiShares MSCI Intl Quality Factor ETF · $13.7B

+15.0%3 years · per year$15,189 · $16,762+18.8%

[…]5 years · per year[…] · $14,421+7.6%

0.18%Expense ratio$18 · $30 on $10k · lower wins0.30%

1.36%12-mo yield$136 · $238 on $10k2.38%

−7.0%Worst dropSmaller wins−10.4%

10.1%VolatilityLower wins15.1%

3–2ESMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESMV · IQLT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.38%	−0.5%	+12.3%	+15.7%	+18.8%	+7.6%	−10.4%	$13.7B
3	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.36%	−0.3%	+12.4%	+13.3%	+15.0%	new	−7.0%	$8M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.38%	−0.5%	+12.3%	+15.7%	+18.8%	+7.6%	−10.4%	$13.7B
3	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.36%	−0.3%	+12.4%	+13.3%	+15.0%	new	−7.0%	$8M

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

ESMV vs IQLT

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

IQLT

iShares MSCI Intl Quality Factor

$14,421

MeasureESMVIQLT

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.36%2.38%

5 years, per year[…]+7.6%

3 years, per year+15.0%+18.8%

Worst drop · 1Y−7.0%−10.4%

Volatility · 1Y10.1%15.1%

3–2measures won
ESMV first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

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: ESMV, IQLT, IWF

Today

23.5%most shared, ESMV and IWF

ESMVIQLTIWF

ESMV—0.0%23.5%

IQLT0.0%—0.0%

IWF23.5%0.0%—

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

Income After Fees on $10,000

$208most kept, IQLT

IQLT$238 − $30 = $208

ESMV$136 − $18 = $118

IWF$37 − $18 = $19

KeptFee

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