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VSMV vs ESMV

VictoryShares US Multi-Factor Minimum Volatility ETF vs iShares ESG Optimized MSCI USA Min Vol Factor ETF

VSMV

VictoryShares US Multi-Factor Minimum Volatility ETF

Victory Capital Management Inc.

Annual cost

0.35%

Fund size

$153M

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

iShares

Annual cost

0.18%

Fund size

$7M

Key differences

  • ESMV costs 0.17% less per year.
  • VSMV is significantly larger than ESMV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VSMV has delivered higher annualized returns.

Side-by-side comparison

VSMVESMV
Annual cost (TER)0.35%0.18%
Fund size (AUM)$153M$7M
Since20172021
Dividend yield1.32%1.63%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.6%+6.9%
CAGR 3Y+17.6%+11.0%
CAGR 5Y+11.5%N/A
Sharpe 3Y1.230.68
Volatility 1Y9.20%10.11%
Max drawdown-31.33%-19.77%

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

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