BRKC vs ESMV

Comparison between YIELDMAX(R) BRK.B OPTION INCOME STRATEGY ETF (BRKC, ETF) and ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF).

BRKC vs ESMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRKC(ETF)	ESMV(ETF)
Net Assets	$7.20M	$7.30M
Expense Ratio	1.01%	0.18%
Max Drawdown	20.93%	20.75%
Sharpe Ratio	-0.33	0.28
5Y Beta	0.07	0.53
P/E Ratio	N/A	24.28
Forward P/E	N/A	19.76
PEG Ratio	N/A	0.20
5Y EPS CAGR	N/A	18.86%
Debt to Equity	N/A	83.50%
P/S Ratio	N/A	1.83
P/B Ratio	N/A	4.93

Net Assets

BRKC

$7.20M

Winner

ESMV

$7.30M

Expense Ratio

BRKC

1.01%

Winner

ESMV

0.18%

Max Drawdown

BRKC

20.93%

Winner

ESMV

20.75%

Sharpe Ratio

BRKC

-0.33

Winner

ESMV

0.28

5Y Beta

Winner

BRKC

0.07

ESMV

0.53

P/E Ratio

BRKC

N/A

ESMV

24.28

Forward P/E

BRKC

N/A

ESMV

19.76

PEG Ratio

BRKC

N/A

ESMV

0.20

5Y EPS CAGR

BRKC

N/A

ESMV

18.86%

Debt to Equity

BRKC

N/A

ESMV

83.50%

P/S Ratio

BRKC

N/A

ESMV

1.83

P/B Ratio

BRKC

N/A

ESMV

4.93

BRKC vs ESMV - Holdings Comparison

BRKC and ESMV have 0 common holdings. Overlap is 0.00%

BRKC's top 25 holdings weight is 3.05%. ESMV's top 25 holdings weight is 36.32%.

Rank	BRKC	ESMV
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.05%	CISCO SYSTEMS INC (CSCO) - 2.31%
#2	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.97%
#3	N/A	GE VERNOVA INC (GEV) - 1.87%
#4	N/A	NVIDIA CORP (NVDA) - 1.72%
#5	N/A	PALO ALTO NETWORKS INC (PANW) - 1.62%
#6	N/A	TEXAS INSTRUMENTS INC (TXN) - 1.60%
#7	N/A	THE TRAVELERS COMPANIES INC (TRV) - 1.51%
#8	N/A	MERCK & CO INC (MRK) - 1.48%
#9	N/A	WELLTOWER INC (WELL) - 1.48%
#10	N/A	VERIZON COMMUNICATIONS INC (VZ) - 1.45%
#11	N/A	SERVICENOW INC (NOW) - 1.42%
#12	N/A	VERTEX PHARMACEUTICALS INC (VRTX) - 1.34%
#13	N/A	ELECTRONIC ARTS INC (EA) - 1.33%
#14	N/A	AMPHENOL CORP CLASS A (APH) - 1.31%
#15	N/A	NEWMONT CORP (NEM) - 1.30%
#16	N/A	COCA-COLA CO (KO) - 1.30%
#17	N/A	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.29%
#18	N/A	CONSOLIDATED EDISON INC (ED) - 1.28%
#19	N/A	MOTOROLA SOLUTIONS INC (MSI) - 1.27%
#20	N/A	GILEAD SCIENCES INC (GILD) - 1.27%
#21	N/A	WASTE MANAGEMENT INC (WM) - 1.26%
#22	N/A	THE KROGER CO (KR) - 1.25%
#23	N/A	MASTERCARD INC CLASS A (MA) - 1.24%
#24	N/A	CHUBB LTD (CB) - 1.23%
#25	N/A	CBOE GLOBAL MARKETS INC (CBOE) - 1.22%
Total Holdings	1	160

BRKC vs ESMV - Historical Returns

Returns include dividend reinvestment.

Period	BRKC	ESMV
1 month	+3.37%	+2.32%
3 months	-1.61%	+1.69%
6 months	-2.45%	+4.42%
1 year	-1.31%	+6.29%
5 years(CAGR)	N/A	+5.52%
Max(CAGR)	-1.31%	+5.52%

Winner

BRKC

+3.37%

ESMV

+2.32%

BRKC

-1.61%

Winner

ESMV

+1.69%

BRKC

-2.45%

Winner

ESMV

+4.42%

BRKC

-1.31%

Winner

ESMV

+6.29%

5Y(CAGR)

BRKC

N/A

ESMV

+5.52%

Max(CAGR)

BRKC

-1.31%

Winner

ESMV

+5.52%

BRKC vs ESMV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BRKC	ESMV
2026	-1.09%	+4.81%
2025	+0.92%	+5.42%
2024	N/A	+12.84%
2023	N/A	+11.87%
2022	N/A	-10.57%
2021	N/A	+3.20%

BRKC vs ESMV Drawdown Comparison

The maximum drawdown for BRKC was -7.61%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.

The current BRKC drawdown is -4.18%. The current ESMV drawdown is -1.71%.

Rank	BRKC	ESMV
#1	-7.61% Nov 13, 2025 - Mar 27, 2026	-19.76% Dec 28, 2021 - Jan 8, 2024
#2	-6.13% Jun 24, 2025 - Aug 28, 2025	-12.15% Nov 29, 2024 - Nov 13, 2025
#3	-4.84% Sep 4, 2025 - Nov 13, 2025	-7.01% Feb 27, 2026 - May 21, 2026
#4	-1.48% Jun 9, 2025 - Jun 24, 2025	-5.64% Nov 13, 2025 - Feb 27, 2026
#5	-0.48% Aug 29, 2025 - Sep 4, 2025	-4.58% Mar 28, 2024 - May 16, 2024
#6	N/A	-3.65% Nov 17, 2021 - Dec 10, 2021
#7	N/A	-3.44% Oct 18, 2024 - Nov 8, 2024
#8	N/A	-3.27% Jul 17, 2024 - Aug 14, 2024
#9	N/A	-3.26% May 17, 2024 - Jun 24, 2024
#10	N/A	-2.53% Aug 30, 2024 - Sep 13, 2024
#11	N/A	-2.38% Nov 11, 2024 - Nov 25, 2024
#12	N/A	-1.72% Dec 16, 2021 - Dec 23, 2021
#13	N/A	-1.71% Jun 2, 2026 - Jun 5, 2026
#14	N/A	-1.35% Sep 30, 2024 - Oct 9, 2024
#15	N/A	-1.29% Feb 7, 2024 - Feb 15, 2024