ESMV vs SPY

AESMV

BSPY

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.38%ESMV · $138 on $10k

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

Held in common31.9%ESMV and SPY

ESMV

SPY

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MState Street SPDR S&P 500 ETF · $819B

+13.4%3 years · per year$14,586 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

1.38%12-mo yield$138 · $103 on $10k1.03%

−7.0%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins13.6%

3–2ESMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · SPY

1.7%MSFT6.3%

1.3%NVDA6.9%

1.5%V1.1%

1.0%AMD1.0%

Held in common31.9%

End-of-day Nov 6, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk		0.18%	1.38%	−0.4%	+10.6%	+12.2%	+13.4%	new	−7.0%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk		0.18%	1.38%	−0.4%	+10.6%	+12.2%	+13.4%	new	−7.0%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESMV vs SPY

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

SPY

SPDR S&P 500

$17,118

MeasureESMVSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.38%1.03%

5 years, per year[…]+11.3%

3 years, per year+13.4%+21.7%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.6%13.6%

3–2measures won
ESMV first

31.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ESMV, SPY

Today

31.9%most shared, ESMV and SPY

ESMVSPY

ESMV—31.9%

SPY31.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, ESMV

ESMV$138 − $18 = $120

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee