ESMV vs MTUM

AESMV

BMTUM

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$15,541MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income1.36%ESMV · $136 on $10k

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

Held in common24.2%ESMV and MTUM

ESMV

MTUM

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MiShares MSCI USA Momentum Factor ETF · $17.4B

+15.0%3 years · per year$15,189 · $21,049+28.2%

[…]5 years · per year[…] · $15,541+9.2%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

1.36%12-mo yield$136 · $67 on $10k0.67%

−7.0%Worst dropSmaller wins−20.1%

10.1%VolatilityLower wins27.8%

3–2ESMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · MTUM

1.5%MRK2.0%

1.4%KO2.2%

1.4%TXN1.5%

1.3%PANW2.8%

Held in common24.2%

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

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B
2	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

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B
2	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 MTUM

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

MTUM

iShares MSCI USA Momentum Factor

$15,541

MeasureESMVMTUM

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.36%0.67%

5 years, per year[…]+9.2%

3 years, per year+15.0%+28.2%

Worst drop · 1Y−7.0%−20.1%

Volatility · 1Y10.1%27.8%

3–2measures won
ESMV first

24.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ESMV, MTUM

Today

24.2%most shared, ESMV and MTUM

ESMVMTUM

ESMV—24.2%

MTUM24.2%—

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

Income After Fees on $10,000

$118most kept, ESMV

ESMV$136 − $18 = $118

MTUM$67 − $15 = $52

KeptFee

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