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ESMV vs EVUS

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

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.18%

Fund size

$7M

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

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

Side-by-side comparison

ESMVEVUS
Annual cost (TER)0.18%0.18%
Fund size (AUM)$7M$309M
Since20212023
Dividend yield1.63%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+23.3%
CAGR 3Y+11.0%+16.1%
CAGR 5YN/AN/A
Sharpe 3Y0.680.97
Volatility 1Y10.11%10.61%
Max drawdown-19.77%-15.65%

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

Similar to ESMV and EVUS