Screener
SMMV vs ESMV
iShares MSCI USA Small-Cap Min Vol Factor ETF vs iShares ESG Optimized MSCI USA Min Vol Factor ETF
Key differences
- SMMV is significantly larger than ESMV — larger funds tend to be more liquid and less likely to close.
- SMMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMV | ESMV | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.18% |
| Fund size (AUM) | $284M | $7M |
| Since | 2016 | 2021 |
| Dividend yield | 1.71% | 1.63% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.9% | +6.9% |
| CAGR 3Y | +11.6% | +11.0% |
| CAGR 5Y | +5.3% | N/A |
| Sharpe 3Y | 0.68 | 0.68 |
| Volatility 1Y | 9.88% | 10.11% |
| Max drawdown | -38.77% | -19.77% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SMMV and ESMV
Explore further