ESMV vs VTI

AESMV

BVTI

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$16,697VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.35%ESMV · $135 on $10k

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

Held in common29.1%ESMV and VTI

ESMV

VTI

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MVanguard Morningstar Total Stock Market ETF · $689B

+13.5%3 years · per year$14,636 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

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

1.35%12-mo yield$135 · $106 on $10k1.06%

−7.0%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.9%

3–2ESMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · VTI

1.7%MSFT5.2%

1.3%NVDA7.1%

1.1%AMD1.4%

0.9%LLY1.3%

Held in common29.1%

End-of-day Nov 9, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk		0.18%	1.35%	+2.0%	+12.8%	+15.2%	+13.5%	new	−7.0%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	AESMV	iShares ESG Optimized MSCI USA Min Vol Factor ETFRead Desk		0.18%	1.35%	+2.0%	+12.8%	+15.2%	+13.5%	new	−7.0%	$8M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESMV vs VTI

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureESMVVTI

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.35%1.06%

5 years, per year[…]+10.8%

3 years, per year+13.5%+21.8%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y10.8%13.9%

3–2measures won
ESMV first

29.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ESMV, VTI

Today

29.1%most shared, ESMV and VTI

ESMVVTI

ESMV—29.1%

VTI29.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, ESMV

ESMV$135 − $18 = $117

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee