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ESMV vs VFMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF vs Vanguard U.S. Minimum Volatility ETF ETF Shares

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.18%

Fund size

$7M

VFMV

Vanguard U.S. Minimum Volatility ETF ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$421M

Key differences

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

Side-by-side comparison

ESMVVFMV
Annual cost (TER)0.18%0.13%
Fund size (AUM)$7M$421M
Since20212018
Dividend yield1.63%1.94%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.9%+15.2%
CAGR 3Y+11.0%+15.5%
CAGR 5YN/A+10.2%
Sharpe 3Y0.681.10
Volatility 1Y10.11%8.86%
Max drawdown-19.77%-33.64%

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

Similar to ESMV and VFMV