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