ESMV vs SCHD

AESMV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · SCHD $16,418

Lowest cost0.03%VUG · $3 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common13.6%ESMV and SCHD

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MSchwab U.S. Dividend Equity ETF · $123B

+13.5%3 years · per year$14,621 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

1.34%12-mo yield$134 · $293 on $10k

Cards for this view

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureESMVSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield1.34%2.93%

5 years, per year[…]+10.4%

3 years, per year+13.5%+19.9%

Worst drop · 1Y−7.0%−6.9%

Volatility · 1Y10.8%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
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

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