ESMV vs IVV
ESMV vs IVV
iShares ESG Optimized MSCI USA Min Vol Factor ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESMV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $8M | $865.2B | |
| Dividend Yield | 1.51% | 1.09% | |
| Holdings | 160 | 508 | |
| YTD Return | +10.83% | +13.80% | |
| 1Y Return | +12.48% | +23.70% | |
| 3Y Return (annualized) | +11.62% | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 13.0% | 15.1% | |
| Max Drawdown | -19.8% | -56.5% | |
| Fund Family | iShares by BlackRock (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Nov 2, 2021 | May 15, 2000 |
ESMV vs IVV Performance
iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is a ETF from iShares by BlackRock (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year ESMV returned +12.48% while IVV returned +23.70%. Year to date, ESMV is up 10.83% versus a gain of 13.80% for IVV.
Over three years, ESMV compounded at +11.62% per year against +21.49% for IVV. Across the full 5-year window we track, IVV has the edge at +7.05% annualized vs +6.56%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.0% for ESMV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.8% for ESMV and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESMV charges 0.18% per year while IVV charges 0.03%. On a $10,000 position that is $18 vs $3 annually, a gap of $15 per year that compounds over a long holding period. On income, ESMV currently yields 1.51% against 1.09% for IVV.
Holdings Overlap
ESMV and IVV share 144 holdings out of 518 unique holdings combined, representing a 30.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ESMV | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 1.27% | 7.76% | 6.49% |
| AAPL | 0.58% | 7.44% | 6.86% |
| MSFT | 1.33% | 4.57% | 3.24% |
| AVGO | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| PANW | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings ESMV shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ESMV or IVV?
ESMV has an expense ratio of 0.18% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, ESMV or IVV?
Over the past year ESMV returned +12.48% vs +23.70% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), ESMV annualized +6.56% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, ESMV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.0% for ESMV. Worst drawdown: ESMV -19.8% vs IVV -56.5%.
Should I hold both ESMV and IVV?
ESMV and IVV have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESMV and IVV?
ESMV and IVV share 144 common holdings with a 30.2% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, ESMV or IVV?
ESMV yields 1.51% while IVV yields 1.09%, so ESMV currently pays the higher dividend yield.
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