CPHY vs ESMV

Comparison between Fm Compoundr High Yield Bond ETF (CPHY, ETF) and ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF).

CPHY vs ESMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CPHY(ETF)	ESMV(ETF)
Net Assets	$7.20M	$7.30M
Expense Ratio	0.35%	0.18%
Max Drawdown	2.51%	20.75%
Sharpe Ratio	-0.19	0.28
5Y Beta	0.22	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

CPHY

$7.20M

Winner

ESMV

$7.30M

Expense Ratio

CPHY

0.35%

Winner

ESMV

0.18%

Max Drawdown

Winner

CPHY

2.51%

ESMV

20.75%

Sharpe Ratio

CPHY

-0.19

Winner

ESMV

0.28

5Y Beta

Winner

CPHY

0.22

ESMV

0.53

P/E Ratio

CPHY

N/A

ESMV

24.28

Forward P/E

CPHY

N/A

ESMV

19.76

PEG Ratio

CPHY

N/A

ESMV

0.20

5Y EPS CAGR

CPHY

N/A

ESMV

18.86%

Debt to Equity

CPHY

N/A

ESMV

83.50%

P/S Ratio

CPHY

N/A

ESMV

1.83

P/B Ratio

CPHY

N/A

ESMV

4.93

CPHY vs ESMV - Historical Returns

Returns include dividend reinvestment.

Period	CPHY	ESMV
1 month	+0.02%	+2.32%
3 months	-0.17%	+1.69%
6 months	+0.41%	+4.42%
1 year	+2.38%	+6.29%
5 years(CAGR)	N/A	+5.52%
Max(CAGR)	+2.93%	+5.52%

CPHY

+0.02%

Winner

ESMV

+2.32%

CPHY

-0.17%

Winner

ESMV

+1.69%

CPHY

+0.41%

Winner

ESMV

+4.42%

CPHY

+2.38%

Winner

ESMV

+6.29%

5Y(CAGR)

CPHY

N/A

ESMV

+5.52%

Max(CAGR)

CPHY

+2.93%

Winner

ESMV

+5.52%

CPHY vs ESMV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	CPHY	ESMV
2026	+0.05%	+4.81%
2025	+2.31%	+5.42%
2024	N/A	+12.84%
2023	N/A	+11.87%
2022	N/A	-10.57%
2021	N/A	+3.20%

CPHY vs ESMV Drawdown Comparison

The maximum drawdown for CPHY was -2.51%, occurring on Mar 30, 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 CPHY drawdown is -0.92%. The current ESMV drawdown is -1.71%.

Rank	CPHY	ESMV
#1	-2.51% Feb 19, 2026 - Mar 30, 2026	-19.76% Dec 28, 2021 - Jan 8, 2024
#2	-1.44% Sep 22, 2025 - Oct 27, 2025	-12.15% Nov 29, 2024 - Nov 13, 2025
#3	-1.10% Oct 27, 2025 - Nov 28, 2025	-7.01% Feb 27, 2026 - May 21, 2026
#4	-0.47% Aug 13, 2025 - Aug 22, 2025	-5.64% Nov 13, 2025 - Feb 27, 2026
#5	-0.33% Jan 22, 2026 - Feb 9, 2026	-4.58% Mar 28, 2024 - May 16, 2024
#6	-0.32% Aug 28, 2025 - Sep 8, 2025	-3.65% Nov 17, 2021 - Dec 10, 2021
#7	-0.25% Dec 5, 2025 - Dec 10, 2025	-3.44% Oct 18, 2024 - Nov 8, 2024
#8	-0.24% Dec 10, 2025 - Dec 18, 2025	-3.27% Jul 17, 2024 - Aug 14, 2024
#9	-0.19% Jan 16, 2026 - Jan 21, 2026	-3.26% May 17, 2024 - Jun 24, 2024
#10	-0.17% Sep 15, 2025 - Sep 18, 2025	-2.53% Aug 30, 2024 - Sep 13, 2024
#11	-0.14% Nov 28, 2025 - Dec 3, 2025	-2.38% Nov 11, 2024 - Nov 25, 2024
#12	-0.12% Feb 9, 2026 - Feb 18, 2026	-1.72% Dec 16, 2021 - Dec 23, 2021
#13	-0.11% Aug 22, 2025 - Aug 26, 2025	-1.71% Jun 2, 2026 - Jun 5, 2026
#14	-0.10% Sep 8, 2025 - Sep 11, 2025	-1.35% Sep 30, 2024 - Oct 9, 2024
#15	-0.06% Dec 30, 2025 - Jan 5, 2026	-1.29% Feb 7, 2024 - Feb 15, 2024