ESMV vs IQLT

AESMV

BIQLT

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IQLT $14,457

Lowest cost0.03%VUG · $3 on $10k

Most income2.35%IQLT · $235 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 · $13.5B

+13.5%3 years · per year$14,636 · $16,183+17.4%

[…]5 years · per year[…] · $14,457+7.7%

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

1.35%12-mo yield$135 · $235 on $10k2.35%

−7.0%Worst dropSmaller wins−10.4%

10.8%VolatilityLower wins15.7%

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 9, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.35%	+2.8%	+13.5%	+18.1%	+17.4%	+7.7%	−10.4%	$13.5B
3	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.35%	+2.0%	+12.8%	+15.2%	+13.5%	new	−7.0%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BIQLT	iShares MSCI Intl Quality Factor ETFRead Desk	0.30%	2.35%	+2.8%	+13.5%	+18.1%	+17.4%	+7.7%	−10.4%	$13.5B
3	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.35%	+2.0%	+12.8%	+15.2%	+13.5%	new	−7.0%	$8M

End-of-day Nov 9, 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

$14,457

MeasureESMVIQLT

Fee0.18%0.30%

Cost on $10k a year$18$30

Yield1.35%2.35%

5 years, per year[…]+7.7%

3 years, per year+13.5%+17.4%

Worst drop · 1Y−7.0%−10.4%

Volatility · 1Y10.8%15.7%

3–2measures won
ESMV first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ESMV, IQLT, VUG

Today

20.6%most shared, ESMV and VUG

ESMVIQLTVUG

ESMV—0.0%20.6%

IQLT0.0%—0.0%

VUG20.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, IQLT

IQLT$235 − $30 = $205

ESMV$135 − $18 = $117

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee