ESMV vs VUG

AESMV

BVUG

Measures won3–2ESMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.38%ESMV · $138 on $10k

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

Held in common20.2%ESMV and VUG

ESMV

VUG

iShares ESG Optimized MSCI USA Min Vol Factor ETF · $8MVanguard Morningstar Growth ETF · $233B

+13.4%3 years · per year$14,586 · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

1.38%12-mo yield$138 · $42 on $10k0.42%

−7.0%Worst dropSmaller wins−15.1%

10.6%VolatilityLower wins19.0%

3–2ESMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESMV · VUG

1.7%MSFT9.7%

1.5%V1.6%

1.3%NVDA13.5%

1.6%MA1.2%

Held in common20.2%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VUG

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureESMVVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.38%0.42%

5 years, per year[…]+10.0%

3 years, per year+13.4%+22.6%

Worst drop · 1Y−7.0%−15.1%

Volatility · 1Y10.6%19.0%

3–2measures won
ESMV first

20.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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, VUG

Today

20.2%most shared, ESMV and VUG

ESMVVUG

ESMV—20.2%

VUG20.2%—

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

VUG$42 − $3 = $39

KeptFee

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