ESMV vs IQLT

AESMV

BIQLT

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income2.33%IQLT · $233 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 · $14.0B

+15.2%3 years · per year$15,300 · $16,844+19.0%

[…]5 years · per year[…] · $14,772+8.1%

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

1.33%12-mo yield$133 · $233 on $10k2.33%

−7.0%Worst dropSmaller wins−10.4%

10.2%VolatilityLower wins15.2%

3–2ESMV wins

$10,000 · 5 yearsAll four, 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 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B
4	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.33%	+1.7%	+14.3%	+15.6%	+15.2%	new	−7.0%	$8M

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

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.33%	+2.0%	+14.6%	+18.2%	+19.0%	+8.1%	−10.4%	$14.0B
4	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.33%	+1.7%	+14.3%	+15.6%	+15.2%	new	−7.0%	$8M

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

ESMV vs IQLT

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

IQLT

iShares MSCI Intl Quality Factor

$14,772

MeasureESMVIQLT

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.33%2.33%

5 years, per year[…]+8.1%

3 years, per year+15.2%+19.0%

Worst drop · 1Y−7.0%−10.4%

Volatility · 1Y10.2%15.2%

3–2measures won
ESMV first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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: ESMV, IQLT, IWF, VUG

Today

77.4%most shared, IWF and VUG

ESMVIQLTIWFVUG

ESMV—0.0%23.5%21.1%

IQLT0.0%—0.0%0.0%

IWF23.5%0.0%—77.4%

VUG21.1%0.0%77.4%—

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

Income After Fees on $10,000

$203most kept, IQLT

IQLT$233 − $30 = $203

ESMV$133 − $18 = $115

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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