ESMV vs IVV

AESMV

BIVV

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.33%ESMV · $133 on $10k

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

Held in common32.3%ESMV and IVV

ESMV

IVV

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MiShares Core S&P 500 ETF · $887B

+15.2%3 years · per year$15,300 · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.33%12-mo yield$133 · $109 on $10k1.09%

−7.0%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins12.9%

3–2ESMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · IVV

1.6%MSFT5.9%

1.4%NVDA7.7%

1.2%AMD1.2%

1.4%V1.1%

Held in common32.3%

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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	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 IVV

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

IVV

iShares Core S&P 500

$18,118

MeasureESMVIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.33%1.09%

5 years, per year[…]+12.6%

3 years, per year+15.2%+24.2%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.2%12.9%

3–2measures won
ESMV first

32.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: ESMV, IVV

Today

32.3%most shared, ESMV and IVV

ESMVIVV

ESMV—32.3%

IVV32.3%—

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

Income After Fees on $10,000

$115most kept, ESMV

ESMV$133 − $18 = $115

IVV$109 − $3 = $106

KeptFee

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