ESMV vs VOO

AESMV

BVOO

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · IVV $17,747

Lowest cost0.03%VOO · $3 on $10k

Most income1.36%ESMV · $136 on $10k

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

Held in common31.2%ESMV and VOO

ESMV

VOO

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MVanguard S&P 500 ETF · $1.00T

+15.0%3 years · per year$15,189 · $19,094+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.36%12-mo yield$136 · $107 on $10k1.07%

−7.0%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins12.7%

3–2ESMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsESMV · VOO

1.6%MSFT5.8%

1.4%NVDA8.4%

1.3%AMD1.5%

1.0%JNJ1.0%

Held in common31.2%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	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 VOO

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

VOO

Vanguard S&P 500

$17,749

MeasureESMVVOO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.36%1.07%

5 years, per year[…]+12.2%

3 years, per year+15.0%+24.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.1%12.7%

3–2measures won
ESMV first

31.2%

holdings shared

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

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

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

Overlap: ESMV, VOO, IVV

Today

94.5%most shared, VOO and IVV

ESMVVOOIVV

ESMV—31.2%32.4%

VOO31.2%—94.5%

IVV32.4%94.5%—

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

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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