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ESMVvsBVALETF Comparison

ETF 1

ESMV

iShares ESG Optimized MSCI USA Min Vol Factor ETF

This fund is part of

US Low Volatility

-0.11%

Full ESMV fund page

VS

ETF 2

BVAL

Bluemonte Large Cap Value ETF

This fund is part of

US Large Cap Value

-0.6%

Full BVAL fund page

iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) belongs to the US Low Volatility segment. Bluemonte Large Cap Value ETF (BVAL) is part of the US Large Cap Value segment. ESMV's top 3 sector exposures are Technology, Healthcare and Finance. In contrast, BVAL's top sector exposures are Technology, Finance and Healthcare. ESMV is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.28% for BVAL. ESMV is up 12.75% year-to-date (YTD) with - in YTD flows. BVAL performs better with 16.83% YTD performance, and +$71M in YTD flows. Run a side-by-side ETF comparison of ESMV and BVAL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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ESMV vs BVAL performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ESMV BVAL	+4.98%+3.54%	+5.29%+2.76%	+12.75%+16.83%	+13.79%+19.76%	+50.85%n/a	+38.84%n/a
Flows	ESMV BVAL	-+$9M	-+$26M	-+$71M	-+$82M	-$4M-	+$5M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ESMV BVAL	+8.30%+7.97%	+8.76%+10.07%	+10.57%n/a	+12.91%n/a
Max drawdown	ESMV BVAL	-4.53%-3.90%	-7.10%-6.69%	-12.08%n/a	-20.20%n/a
Max drawdown duration	ESMV BVAL	54d73d	81d49d	423dn/a	750dn/a

Trading data

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	ESMV	BVAL
Last sale 11/2/2026 at 2:30 PM	$32.17	$32.26
Previous close 10/30/2026	$32.16	$32.20
Consolidated volume 10/30/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of October 30, 2026

1-year trailing difference

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BVAL

is actively managed and doesn’t replicate an index

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	ESMV	BVAL
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 11/2/2026 at 2:30 PM

Live

Closed

	ESMV	BVAL
Last price	$32.17	$32.26
1D performance	+0.05%	+0.18%
AuM	$8.05 M	$313.53 M
E/R	0.18%	0.28%

Characteristics

	ESMV	BVAL
Management strategy	Passive	Active
Provider	iShares	Bluemonte Investment Management
Benchmark	MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index	-
N° of holdings	159	1
Asset class	Equities	-
Trailing 12m distribution yield	Join	Join
Inception date	November 4, 2021	June 23, 2025
ESG	Yes	No

More ESMV data on Trackinsight

More BVAL data on Trackinsight

Exposure

Countries

ESMV

USA

93.72%

Other

6.28%

BVAL

USA

94.55%

Other

5.45%

Sectors

ESMV

Technology

32.41%

Healthcare

14.6%

Finance

13.9%

Consumer Non-Cycl.

9.47%

Industrials

7.15%

Other

22.46%

BVAL

Technology

24.22%

Finance

19.63%

Healthcare

12.42%

Consumer Non-Cycl.

11.64%

Industrials

8.6%

Other

23.49%

Diversification

ESMV

Total weight of top 15 holdings out of 15

22.66%

BVAL

Total weight of top 4 holdings out of 4

99.2%

Top 15 holdings

Data as of September 30, 2026

ESMV

Microsoft Corp.

1.65%

ServiceNow, Inc.

1.64%

NVIDIA Corp.

1.63%

Advanced Micro Devices, Inc.

1.61%

Applied Materials, Inc.

1.60%

Palo Alto Networks, Inc.

1.53%

The Travelers Cos., Inc.

1.53%

Welltower, Inc.

1.52%

Merck & Co., Inc.

1.48%

Vertex Pharmaceuticals, Inc.

1.47%

Verizon Communications, Inc.

1.44%

The Bank of New York Mellon Corp.

1.41%

Motorola Solutions, Inc.

1.40%

The Williams Cos., Inc.

1.37%

Cisco Systems, Inc.

1.37%

BVAL

US78464A5083

33.37%

US8085244098

29.35%

US92206C7149

20.80%

US78464A8541

15.68%

Frequently asked questions about ESMV and BVAL

How have the ESMV and BVAL ETFs performed in 2026?

As of October 30, 2026, ESMV is up 12.75% year-to-date (YTD), while BVAL has returned 16.83%. That puts BVAL better performer ahead so far this year.

Which ETF is attracting more investor money: ESMV or BVAL?

Year-to-date, the ESMV ETF saw - in flows, compared to +$71M for BVAL.

Which ETF is more volatile: ESMV or BVAL?

Over the past year, ESMV had a volatility of 8.76%, while BVAL experienced 10.07%.

Which ETF is bigger: ESMV or BVAL?

As of October 30, 2026, ESMV holds $8.05 M in assets under management (AUM), while BVAL manages $313.53 M.

What sectors do the ESMV and BVAL ETFs invest in?

ESMV leans toward sectors like Technology, Healthcare and Finance. Meanwhile, BVAL focuses on Technology, Finance and Healthcare.

What are the top holdings of the ESMV ETF and BVAL ETF?

ESMV top holdings include Microsoft Corp., ServiceNow, Inc. and NVIDIA Corp.. BVAL holds in its top three: US78464A5083, US8085244098 and US92206C7149.

ESMVvsBVALETF Comparison

iShares ESG Optimized MSCI USA Min Vol Factor ETF

Bluemonte Large Cap Value ETF

ESMV vs BVAL performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the ESMV and BVAL ETFs performed in 2026?

As of October 30, 2026, ESMV is up 12.75% year-to-date (YTD), while BVAL has returned 16.83%. That puts BVAL better performer ahead so far this year.

Which ETF is attracting more investor money: ESMV or BVAL?

Year-to-date, the ESMV ETF saw - in flows, compared to +$71M for BVAL.

Which ETF is more volatile: ESMV or BVAL?

Over the past year, ESMV had a volatility of 8.76%, while BVAL experienced 10.07%.

Which ETF is bigger: ESMV or BVAL?

As of October 30, 2026, ESMV holds $8.05 M in assets under management (AUM), while BVAL manages $313.53 M.

What sectors do the ESMV and BVAL ETFs invest in?

ESMV leans toward sectors like Technology, Healthcare and Finance. Meanwhile, BVAL focuses on Technology, Finance and Healthcare.

What are the top holdings of the ESMV ETF and BVAL ETF?

ESMV top holdings include Microsoft Corp., ServiceNow, Inc. and NVIDIA Corp.. BVAL holds in its top three: US78464A5083, US8085244098 and US92206C7149.

Which ETF is more diversified: ESMV or BVAL?

ESMV holds 159 securities with 22.66% of its assets in the top 15. BVAL has 970 securities and a top 15 weight of 99.2%.

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