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EQTYvsESMVETF Comparison
iShares ESG Optimized MSCI USA Min Vol Factor ETF
Kovitz Core Equity ETF (EQTY) belongs to the Uncategorized Equities segment. iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is part of the US Low Volatility segment. EQTY's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, ESMV's top sector exposures are Information Technology, Health Care and Consumer Staples. EQTY is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.18% for ESMV. EQTY is down -2% year-to-date (YTD) with -$13M in YTD flows. ESMV performs better with 0.31% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of EQTY and ESMV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EQTY vs ESMV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY ESMV | -2.90%-2.18% | -2.52%+0.14% | -2.00%+0.31% | +14.49%+5.09% | +64.75%+38.22% | n/an/a |
| Flows | EQTY ESMV | -$5M- | -$22M- | -$13M- | -$70M-$1M | +$25M-$875K | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY ESMV | +12.43%+8.00% | +17.68%+12.65% | +14.59%+10.76% | n/an/a |
| Max drawdown | EQTY ESMV | -6.08%-3.36% | -12.38%-9.36% | -17.29%-12.08% | n/an/a |
| Max drawdown duration | EQTY ESMV | 42d12d | 45d43d | 152d423d | n/an/a |
EQTY | ESMV | |
Last sale 3/13/2026 at 1:30 PM | $25.97 | $28.91 |
| Previous close 03/12/2026 | $26.03 | $28.91 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EQTY | ESMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EQTY | ESMV | |
|---|---|---|
| Last price | $25.97 | $28.91 |
| 1D performance | -0.23% | +0.00% |
| AuM | $1.27 B | $7.23 M |
| E/R | 0.99% | 0.18% |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the EQTY and ESMV ETFs performed in 2026?
As of March 11, 2026, EQTY is down -2% year-to-date (YTD), while ESMV has returned 0.31%. That puts ESMV better performer ahead so far this year.
Which ETF is attracting more investor money: EQTY or ESMV?
Year-to-date, the EQTY ETF saw -$13M in flows, compared to - for ESMV.
Which ETF is more volatile: EQTY or ESMV?
Over the past year, EQTY had a volatility of 17.68%, while ESMV experienced 12.65%.
Which ETF is bigger: EQTY or ESMV?
As of March 11, 2026, EQTY holds $1.27 B in assets under management (AUM), while ESMV manages $7.23 M.
What sectors do the EQTY and ESMV ETFs invest in?
EQTY leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, ESMV focuses on Information Technology, Health Care and Consumer Staples.
What are the top holdings of the EQTY ETF and ESMV ETF?
EQTY top holdings include INTERCONTINENTAL EXCHANGE INC, AMAZON.COM INC and PHILLIP MORRIS. ESMV holds in its top three: NORTHROP GRUMMAN, NEWMONT CORP and MERCK & CO INC.
Which ETF is more diversified: EQTY or ESMV?
EQTY holds 34 securities with 57.81% of its assets in the top 15. ESMV has 160 securities and a top 15 weight of 23.62%.
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