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ESMV vs ESGU
iShares ESG Optimized MSCI USA Min Vol Factor ETF vs iShares ESG Aware MSCI USA ETF
Key differences
- ESGU is significantly larger than ESMV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, ESGU has delivered higher annualized returns.
- ESGU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ESMV | ESGU | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.15% |
| Fund size (AUM) | $7M | $16.6B |
| Since | 2021 | 2016 |
| Dividend yield | 1.63% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.9% | +28.9% |
| CAGR 3Y | +11.0% | +22.7% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | 0.68 | 1.19 |
| Volatility 1Y | 10.11% | 12.31% |
| Max drawdown | -19.77% | -33.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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