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EFAV vs ESMV

iShares MSCI EAFE Min Vol Factor ETF vs iShares ESG Optimized MSCI USA Min Vol Factor ETF

EFAV

iShares MSCI EAFE Min Vol Factor ETF

iShares

Annual cost

0.20%

Fund size

$5.4B

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.18%

Fund size

$7M

Key differences

  • EFAV is significantly larger than ESMV — larger funds tend to be more liquid and less likely to close.
  • EFAV covers global markets; ESMV covers north america.
  • Over the last 3 years, EFAV has delivered higher annualized returns.
  • EFAV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EFAVESMV
Annual cost (TER)0.20%0.18%
Fund size (AUM)$5.4B$7M
Since20112021
Dividend yield3.01%1.63%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.8%+6.9%
CAGR 3Y+12.8%+11.0%
CAGR 5Y+7.1%N/A
Sharpe 3Y0.840.68
Volatility 1Y10.37%10.11%
Max drawdown-27.56%-19.77%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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