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ESMV vs EGUS

iShares ESG Optimized MSCI USA Min Vol Factor ETF vs Ishares ESG Aware MSCI USA Growth ETF

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.18%

Fund size

$7M

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

Key differences

  • EGUS is significantly larger than ESMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EGUS has delivered higher annualized returns.

Side-by-side comparison

ESMVEGUS
Annual cost (TER)0.18%0.18%
Fund size (AUM)$7M$26M
Since20212023
Dividend yield1.63%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+32.8%
CAGR 3Y+11.0%+28.1%
CAGR 5YN/AN/A
Sharpe 3Y0.681.20
Volatility 1Y10.11%16.43%
Max drawdown-19.77%-24.87%

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

Similar to ESMV and EGUS