ESMVvsIVEETF Comparison
ETF 1
ESMV
iShares ESG Optimized MSCI USA Min Vol Factor ETF
This fund is part of
US Low Volatility
-0.11%
VS
iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) belongs to the US Low Volatility segment. iShares S&P 500 Value ETF (IVE) is part of the US Large Cap Value segment. ESMV's top 3 sector exposures are Technology, Healthcare and Finance. In contrast, IVE's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. Both ESMV and IVE have the same Total Expense Ratio (TER) of 0.18%. ESMV is up 12.75% year-to-date (YTD) with - in YTD flows. IVE performs better with 14.24% YTD performance, and -$3.19B in YTD flows. Run a side-by-side ETF comparison of ESMV and IVE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
ESMV vs IVE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ESMV IVE | +4.98%+4.93% | +5.29%+3.59% | +12.75%+14.24% | +13.79%+16.83% | +50.85%+68.77% | +38.84%+72.05% |
| Flows | ESMV IVE | -+$128M | -+$108M | --$3.19B | -+$1.37B | -$4M+$10.50B | +$5M+$11.01B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ESMV IVE | +8.30%+7.98% | +8.76%+9.60% | +10.57%+12.25% | +12.91%+14.24% |
| Max drawdown | ESMV IVE | -4.53%-3.93% | -7.10%-6.25% | -12.08%-17.56% | -20.20%-18.04% |
| Max drawdown duration | ESMV IVE | 54d47d | 81d59d | 423d263d | 750d286d |
Trading data
ESMV | IVE | |
Last sale 10/30/2026 at 1:30 PM | $32.16 | $239.53 |
| Previous close 10/29/2026 | $32.30 | $241.36 |
| Consolidated volume 10/29/2026 | ||
| 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
Create an account to view replication metrics
Join for free
ESMV | IVE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Advertisement
Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
ESMV | IVE | |
|---|---|---|
| Last price | $32.16 | $239.53 |
| 1D performance | -0.45% | -0.76% |
| AuM | $8.05 M | $50.71 B |
| E/R | 0.18% | 0.18% |
Characteristics
ESMV | IVE | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | iShares |
| Benchmark | MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index | S&P 500 Value Index |
| N° of holdings | 159 | 434 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 4, 2021 | May 22, 2000 |
| ESG | Yes | No |
Advertisement
Exposure
Countries
ESMV
USA
93.72%
Other
6.28%
IVE
USA
95.48%
Other
4.52%
Sectors
ESMV
Technology
32.41%
Healthcare
14.6%
Finance
13.9%
Consumer Non-Cycl.
9.47%
Industrials
7.15%
Other
22.46%
IVE
Technology
21.75%
Finance
17.67%
Consumer Non-Cycl.
13.16%
Healthcare
12.8%
Industrials
9.1%
Energy
7.43%
Other
18.09%
Advertisement
Diversification
ESMV
Total weight of top 15 holdings out of 15
22.66%
IVE
Total weight of top 15 holdings out of 15
29.89%
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%
IVE
Apple, Inc.
8.33%
Amazon.com, Inc.
3.94%
ExxonMobil Holdings Corp.
2.29%
Intel Corp.
2.05%
Walmart, Inc.
1.59%
Costco Wholesale Corp.
1.38%
Chevron Corp.
1.38%
Tesla, Inc.
1.30%
Merck & Co., Inc.
1.23%
Bank of America Corp.
1.21%
Procter & Gamble Co.
1.16%
UnitedHealth Group, Inc.
1.13%
The Home Depot, Inc.
0.97%
JPMorgan Chase & Co.
0.96%
Visa, Inc.
0.94%
Frequently asked questions about ESMV and IVE
How have the ESMV and IVE ETFs performed in 2026?
As of October 30, 2026, ESMV is up 12.75% year-to-date (YTD), while IVE has returned 14.24%. That puts IVE better performer ahead so far this year.
Which ETF is attracting more investor money: ESMV or IVE?
Year-to-date, the ESMV ETF saw - in flows, compared to -$3.19B for IVE.
Which ETF is more volatile: ESMV or IVE?
Over the past year, ESMV had a volatility of 8.76%, while IVE experienced 9.6%.
Which ETF is bigger: ESMV or IVE?
As of October 30, 2026, ESMV holds $8.05 M in assets under management (AUM), while IVE manages $50.71 B.
What sectors do the ESMV and IVE ETFs invest in?
ESMV leans toward sectors like Technology, Healthcare and Finance. Meanwhile, IVE focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the ESMV ETF and IVE ETF?
ESMV top holdings include Microsoft Corp., ServiceNow, Inc. and NVIDIA Corp.. IVE holds in its top three: Apple, Inc., Amazon.com, Inc. and ExxonMobil Holdings Corp..
Which ETF is more diversified: ESMV or IVE?
ESMV holds 159 securities with 22.66% of its assets in the top 15. IVE has 437 securities and a top 15 weight of 29.89%.
Advertisement
Advertisement
