ANEW vs ESMV
Comparison between PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF (ANEW, ETF) and ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF).
5-Year PerformanceESMV has outperformed ANEW, delivering a return of +5.5% compared to +3.4%
ANEW vs ESMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ANEW
$7.30M
ESMV
$7.30M
Expense Ratio
ANEW
0.45%
Winner
ESMV
0.18%
Max Drawdown
ANEW
39.94%
Winner
ESMV
20.75%
Sharpe Ratio
ANEW
0.00
Winner
ESMV
0.28
5Y Beta
ANEW
0.92
Winner
ESMV
0.53
P/E Ratio
ANEW
33.80
Winner
ESMV
24.28
Forward P/E
ANEW
22.00
Winner
ESMV
19.76
PEG Ratio
ANEW
N/A
ESMV
0.20
5Y Dividends CAGR
ANEW
76.84%
ESMV
N/A
5Y EPS CAGR
ANEW
18.83%
Winner
ESMV
18.86%
Debt to Equity
Winner
ANEW
18.98%
ESMV
83.50%
P/S Ratio
ANEW
3.59
Winner
ESMV
1.83
P/B Ratio
Winner
ANEW
4.46
ESMV
4.93
ANEW vs ESMV - Holdings Comparison
ANEW and ESMV have 27 common holdings. Overlap is 14.17%
ANEW's top 25 holdings weight is 52.20%. ESMV's top 25 holdings weight is 36.32%.
| Rank | ANEW | ESMV |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 2.80% | CISCO SYSTEMS INC (CSCO) - 2.31% |
| #2 | CORTEVA INC (CTVA) - 2.46% | ADVANCED MICRO DEVICES INC (AMD) - 1.97% |
| #3 | NUTRIEN LTD (n/a) - 2.46% | GE VERNOVA INC (GEV) - 1.87% |
| #4 | DEERE & CO (DE) - 2.41% | NVIDIA CORP (NVDA) - 1.72% |
| #5 | BROADCOM INC (AVGO) - 2.40% | PALO ALTO NETWORKS INC (PANW) - 1.62% |
| #6 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.37% | TEXAS INSTRUMENTS INC (TXN) - 1.60% |
| #7 | NVIDIA CORP (NVDA) - 2.36% | THE TRAVELERS COMPANIES INC (TRV) - 1.51% |
| #8 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.28% | MERCK & CO INC (MRK) - 1.48% |
| #9 | APPLE INC (AAPL) - 2.26% | WELLTOWER INC (WELL) - 1.48% |
| #10 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.22% | VERIZON COMMUNICATIONS INC (VZ) - 1.45% |
| #11 | AMAZON.COM INC (AMZN) - 2.20% | SERVICENOW INC (NOW) - 1.42% |
| #12 | SYMRISE AG (n/a) - 2.15% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.34% |
| #13 | ELI LILLY AND CO (LLY) - 2.08% | ELECTRONIC ARTS INC (EA) - 1.33% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.05% | AMPHENOL CORP CLASS A (APH) - 1.31% |
| #15 | ELECTRONIC ARTS INC (EA) - 2.01% | NEWMONT CORP (NEM) - 1.30% |
| #16 | EDWARDS LIFESCIENCES CORP (EW) - 1.99% | COCA-COLA CO (KO) - 1.30% |
| #17 | KERRY GROUP PLC CLASS A (n/a) - 1.95% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.29% |
| #18 | ABBVIE INC (ABBV) - 1.90% | CONSOLIDATED EDISON INC (ED) - 1.28% |
| #19 | DELIVERY HERO SE (n/a) - 1.79% | MOTOROLA SOLUTIONS INC (MSI) - 1.27% |
| #20 | AGCO CORP (AGCO) - 1.79% | GILEAD SCIENCES INC (GILD) - 1.27% |
| #21 | n/a (n/a) - 1.75% | WASTE MANAGEMENT INC (WM) - 1.26% |
| #22 | MICROSOFT CORP (MSFT) - 1.69% | THE KROGER CO (KR) - 1.25% |
| #23 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.63% | MASTERCARD INC CLASS A (MA) - 1.24% |
| #24 | NETFLIX INC (NFLX) - 1.60% | CHUBB LTD (CB) - 1.23% |
| #25 | CNH INDUSTRIAL NV (CNH) - 1.60% | CBOE GLOBAL MARKETS INC (CBOE) - 1.22% |
| Total Holdings | 144 | 160 |
ANEW vs ESMV - Historical Returns
Returns include dividend reinvestment.
1M
ANEW
+1.90%
Winner
ESMV
+2.32%
3M
Winner
ANEW
+4.12%
ESMV
+1.69%
6M
ANEW
-1.76%
Winner
ESMV
+4.42%
1Y
ANEW
+3.02%
Winner
ESMV
+6.29%
5Y(CAGR)
ANEW
+3.38%
Winner
ESMV
+5.52%
Max(CAGR)
ANEW
+4.82%
Winner
ESMV
+5.52%
ANEW vs ESMV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ANEW | ESMV |
|---|---|---|
| 2026 | -0.67% | +4.81% |
| 2025 | +12.15% | +5.42% |
| 2024 | +20.74% | +12.84% |
| 2023 | +22.57% | +11.87% |
| 2022 | -29.53% | -10.57% |
| 2021 | +7.67% | +3.20% |
| 2020 | +5.77% | N/A |
ANEW vs ESMV Drawdown Comparison
The maximum drawdown for ANEW was -39.87%, occurring on Oct 14, 2022. Recovery took 815 trading sessions.
The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.
The current ANEW drawdown is -5.17%. The current ESMV drawdown is -1.71%.
| Rank | ANEW | ESMV |
|---|---|---|
| #1 | -39.87% Sep 7, 2021 - Dec 3, 2024 | -19.76% Dec 28, 2021 - Jan 8, 2024 |
| #2 | -20.26% Feb 19, 2025 - Jun 26, 2025 | -12.15% Nov 29, 2024 - Nov 13, 2025 |
| #3 | -16.12% Oct 27, 2025 - Mar 30, 2026 | -7.01% Feb 27, 2026 - May 21, 2026 |
| #4 | -13.59% Feb 12, 2021 - Aug 25, 2021 | -5.64% Nov 13, 2025 - Feb 27, 2026 |
| #5 | -7.44% Oct 16, 2020 - Nov 5, 2020 | -4.58% Mar 28, 2024 - May 16, 2024 |
| #6 | -4.56% Dec 9, 2024 - Jan 22, 2025 | -3.65% Nov 17, 2021 - Dec 10, 2021 |
| #7 | -3.55% Nov 5, 2020 - Nov 27, 2020 | -3.44% Oct 18, 2024 - Nov 8, 2024 |
| #8 | -3.46% Oct 8, 2025 - Oct 27, 2025 | -3.27% Jul 17, 2024 - Aug 14, 2024 |
| #9 | -3.45% Jul 25, 2025 - Aug 22, 2025 | -3.26% May 17, 2024 - Jun 24, 2024 |
| #10 | -3.03% Jan 25, 2021 - Feb 2, 2021 | -2.53% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -2.01% Sep 22, 2025 - Oct 2, 2025 | -2.38% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -1.68% Aug 22, 2025 - Sep 8, 2025 | -1.72% Dec 16, 2021 - Dec 23, 2021 |
| #13 | -1.32% Dec 8, 2020 - Dec 15, 2020 | -1.71% Jun 2, 2026 - Jun 5, 2026 |
| #14 | -1.25% Jan 8, 2021 - Jan 19, 2021 | -1.35% Sep 30, 2024 - Oct 9, 2024 |
| #15 | -1.24% Jul 3, 2025 - Jul 22, 2025 | -1.29% Feb 7, 2024 - Feb 15, 2024 |
Correlation
Correlation between ANEW and ESMV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
ANEW vs ESMV dividend yield comparison.
| Year | ANEW | ESMV |
|---|---|---|
| 2026 | 0.09% | 0.39% |
| 2025 | 0.54% | 1.56% |
| 2024 | 1.08% | 1.71% |
| 2023 | 0.87% | 1.75% |
| 2022 | 1.05% | 1.66% |
| 2021 | 0.24% | 0.24% |
| 2020 | 0.04% | 0.00% |
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