ESMV vs IVV

AESMV

BIVV

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · IVV $17,530

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%ESMV · $134 on $10k

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

Held in common32.2%ESMV and IVV

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MiShares Core S&P 500 ETF · $883B

+13.5%3 years · per year$14,621 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

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

1.34%12-mo yield$134 · $110 on $10k

Cards for this view

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

IVV

iShares Core S&P 500

$17,530

MeasureESMVIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.34%1.10%

5 years, per year[…]+11.9%

3 years, per year+13.5%+21.9%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
3	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.34%	+1.0%	+14.1%	+15.2%	+13.5%	new	−7.0%	$8M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
3	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk	0.18%	1.34%	+1.0%	+14.1%	+15.2%	+13.5%	new	−7.0%	$8M

Loading…