ESMV vs USMV

AESMV

BUSMV

Measures won0–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,154USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common65.5%ESMV and USMV

ESMV

USMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MiShares MSCI USA Min Vol Factor ETF · $23.8B

+13.4%3 years · per year$14,586 · $14,709+13.7%

[…]5 years · per year[…] · $14,154+7.2%

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

1.38%12-mo yield$138 · $139 on $10k1.39%

−7.0%Worst dropSmaller wins−6.5%

10.6%VolatilityLower wins9.1%

0–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · USMV

1.7%MSFT1.6%

1.6%MCK1.6%

1.6%MSI1.6%

1.6%WELL1.5%

Held in common65.5%

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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B
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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B
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 USMV

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureESMVUSMV

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.38%1.39%

5 years, per year[…]+7.2%

3 years, per year+13.4%+13.7%

Worst drop · 1Y−7.0%−6.5%

Volatility · 1Y10.6%9.1%

4–0measures won
USMV first

65.5%

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, USMV

Today

65.5%most shared, ESMV and USMV

ESMVUSMV

ESMV—65.5%

USMV65.5%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

ESMV$138 − $18 = $120

KeptFee

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