ESMV vs SRHQ

AESMV

BSRHQ

Measures won4–1ESMV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.18%ESMV · $18 on $10k

Most income1.38%ESMV · $138 on $10k

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

Held in common12.1%ESMV and SRHQ

ESMV

SRHQ

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MSRH U.S. Quality GARP ETF · $231M

+13.4%3 years · per year$14,586 · $18,443+22.6%

[…]5 years · per year[…]

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

1.38%12-mo yield$138 · $69 on $10k0.69%

−7.0%Worst dropSmaller wins−7.5%

10.6%VolatilityLower wins14.9%

4–1ESMV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsESMV · SRHQ

1.4%ADP1.6%

1.6%MCK1.3%

1.2%ROP1.5%

1.2%CAH1.3%

Held in common12.1%

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							5Y/yr
1	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
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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							5Y/yr
1	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
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

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 SRHQ

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

SRHQ

SRH U.S. Quality GARP

[…]

MeasureESMVSRHQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.38%0.69%

5 years, per year[…][…]

3 years, per year+13.4%+22.6%

Worst drop · 1Y−7.0%−7.5%

Volatility · 1Y10.6%14.9%

4–1measures won
ESMV first

12.1%

holdings shared

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

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

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

Overlap: ESMV, SRHQ

Today

12.1%most shared, ESMV and SRHQ

ESMVSRHQ

ESMV—12.1%

SRHQ12.1%—

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

SRHQ$69 − $35 = $34

KeptFee

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