ESMV vs VOO
ESMV vs VOO
iShares ESG Optimized MSCI USA Min Vol Factor ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESMV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.03% | |
| AUM | $8M | $979.0B | |
| Dividend Yield | 1.51% | 1.09% | |
| Holdings | 160 | 509 | |
| YTD Return | +8.29% | +11.51% | |
| 1Y Return | +8.89% | +21.46% | |
| 3Y Return (annualized) | +10.98% | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 12.9% | 14.1% | |
| Max Drawdown | -19.8% | -34.3% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 2, 2021 | Sep 7, 2010 |
ESMV vs VOO Performance
iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is a ETF from iShares by BlackRock (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ESMV returned +8.89% while VOO returned +21.46%. Year to date, ESMV is up 8.29% versus a gain of 11.51% for VOO.
Over three years, ESMV compounded at +10.98% per year against +20.86% for VOO. Across the full 5-year window we track, VOO has the edge at +13.44% annualized vs +6.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.9% 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 -34.3% for VOO. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESMV charges 0.18% per year while VOO 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 VOO.
Holdings Overlap
ESMV and VOO share 141 holdings out of 521 unique holdings combined, representing a 30.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ESMV | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 1.27% | 7.51% | 6.24% |
| AAPL | 0.58% | 6.59% | 6.01% |
| MSFT | 1.33% | 4.30% | 2.97% |
| AVGO | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
| PANW | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings ESMV shares with VOO 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 VOO?
ESMV has an expense ratio of 0.18% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, ESMV or VOO?
Over the past year ESMV returned +8.89% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), ESMV annualized +6.05% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, ESMV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.9% for ESMV. Worst drawdown: ESMV -19.8% vs VOO -34.3%.
Should I hold both ESMV and VOO?
ESMV and VOO have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESMV and VOO?
ESMV and VOO share 141 common holdings with a 30.4% weight overlap. Combined, they hold 521 unique securities.
Which pays a higher dividend, ESMV or VOO?
ESMV yields 1.51% while VOO yields 1.09%, so ESMV currently pays the higher dividend yield.
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