ESMV vs BBB
Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and CYBER HORNET S&P 500(R) AND BITCOIN 75/25 STRATEGY ETF (BBB, ETF).
ESMV vs BBB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESMV
$7.30M
Winner
BBB
$7.40M
Expense Ratio
Winner
ESMV
0.18%
BBB
0.98%
Max Drawdown
Winner
ESMV
20.75%
BBB
23.16%
Sharpe Ratio
Winner
ESMV
0.28
BBB
0.07
5Y Beta
Winner
ESMV
0.53
BBB
1.06
P/E Ratio
Winner
ESMV
24.28
BBB
29.47
Forward P/E
Winner
ESMV
19.76
BBB
22.40
PEG Ratio
ESMV
0.20
BBB
N/A
5Y EPS CAGR
ESMV
18.86%
BBB
N/A
Debt to Equity
ESMV
83.50%
Winner
BBB
40.67%
P/S Ratio
Winner
ESMV
1.83
BBB
3.71
P/B Ratio
Winner
ESMV
4.93
BBB
5.63
ESMV vs BBB - Holdings Comparison
ESMV and BBB have 122 common holdings. Overlap is 15.22%
ESMV's top 25 holdings weight is 36.32%. BBB's top 25 holdings weight is 49.94%.
| Rank | ESMV | BBB |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 2.31% | OTHER ASSETS AND LIABILITIES (n/a) - 19.16% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 1.97% | NVIDIA CORP (NVDA) - 5.00% |
| #3 | GE VERNOVA INC (GEV) - 1.87% | APPLE INC (AAPL) - 4.34% |
| #4 | NVIDIA CORP (NVDA) - 1.72% | MICROSOFT CORP (MSFT) - 2.96% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 1.62% | AMAZON.COM INC (AMZN) - 2.48% |
| #6 | TEXAS INSTRUMENTS INC (TXN) - 1.60% | ALPHABET INC CLASS A (GOOGL) - 2.17% |
| #7 | THE TRAVELERS COMPANIES INC (TRV) - 1.51% | BROADCOM INC (AVGO) - 1.92% |
| #8 | MERCK & CO INC (MRK) - 1.48% | ALPHABET INC CLASS C (GOOG) - 1.72% |
| #9 | WELLTOWER INC (WELL) - 1.48% | META PLATFORMS INC CLASS A (META) - 1.28% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.45% | TESLA INC (TSLA) - 1.17% |
| #11 | SERVICENOW INC (NOW) - 1.42% | MICRON TECHNOLOGY INC (MU) - 0.96% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.34% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.85% |
| #13 | ELECTRONIC ARTS INC (EA) - 1.33% | ELI LILLY AND CO (LLY) - 0.81% |
| #14 | AMPHENOL CORP CLASS A (APH) - 1.31% | JPMORGAN CHASE & CO (JPM) - 0.79% |
| #15 | NEWMONT CORP (NEM) - 1.30% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #16 | COCA-COLA CO (KO) - 1.30% | EXXON MOBIL CORP (XOM) - 0.60% |
| #17 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.29% | INTEL CORP (INTC) - 0.56% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.28% | JOHNSON & JOHNSON (JNJ) - 0.53% |
| #19 | MOTOROLA SOLUTIONS INC (MSI) - 1.27% | VISA INC CLASS A (V) - 0.52% |
| #20 | GILEAD SCIENCES INC (GILD) - 1.27% | WALMART INC (WMT) - 0.50% |
| #21 | WASTE MANAGEMENT INC (WM) - 1.26% | NEXTERA ENERGY INC (NEE) - 0.17% |
| #22 | THE KROGER CO (KR) - 1.25% | WESTERN DIGITAL CORP (WDC) - 0.17% |
| #23 | MASTERCARD INC CLASS A (MA) - 1.24% | TJX COMPANIES INC (TJX) - 0.17% |
| #24 | CHUBB LTD (CB) - 1.23% | BOEING CO (BA) - 0.16% |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 1.22% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.16% |
| Total Holdings | 160 | 458 |
ESMV vs BBB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESMV
+2.32%
BBB
-5.21%
3M
ESMV
+1.69%
Winner
BBB
+2.56%
6M
Winner
ESMV
+4.42%
BBB
-3.07%
1Y
Winner
ESMV
+6.29%
BBB
+4.66%
5Y(CAGR)
ESMV
+5.52%
BBB
N/A
Max(CAGR)
ESMV
+5.52%
Winner
BBB
+17.59%
ESMV vs BBB - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ESMV | BBB |
|---|---|---|
| 2026 | +4.81% | -3.05% |
| 2025 | +5.42% | +8.65% |
| 2024 | +12.84% | +39.49% |
| 2023 | +11.87% | -0.24% |
| 2022 | -10.57% | N/A |
| 2021 | +3.20% | N/A |
ESMV vs BBB Drawdown Comparison
The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.
The maximum drawdown for BBB was -21.95%, occurring on Apr 8, 2025. Recovery took 131 trading sessions.
The current ESMV drawdown is -1.71%. The current BBB drawdown is -9.28%.
| Rank | ESMV | BBB |
|---|---|---|
| #1 | -19.76% Dec 28, 2021 - Jan 8, 2024 | -21.95% Dec 17, 2024 - Jun 30, 2025 |
| #2 | -12.15% Nov 29, 2024 - Nov 13, 2025 | -17.74% Oct 6, 2025 - Mar 30, 2026 |
| #3 | -7.01% Feb 27, 2026 - May 21, 2026 | -11.42% Jul 16, 2024 - Sep 26, 2024 |
| #4 | -5.64% Nov 13, 2025 - Feb 27, 2026 | -9.56% Apr 8, 2024 - May 20, 2024 |
| #5 | -4.58% Mar 28, 2024 - May 16, 2024 | -4.46% Jun 5, 2024 - Jul 15, 2024 |
| #6 | -3.65% Nov 17, 2021 - Dec 10, 2021 | -3.57% Mar 13, 2024 - Apr 1, 2024 |
| #7 | -3.44% Oct 18, 2024 - Nov 8, 2024 | -3.51% Oct 29, 2024 - Nov 6, 2024 |
| #8 | -3.27% Jul 17, 2024 - Aug 14, 2024 | -3.47% Mar 4, 2024 - Mar 7, 2024 |
| #9 | -3.26% May 17, 2024 - Jun 24, 2024 | -3.45% Dec 6, 2024 - Dec 11, 2024 |
| #10 | -2.53% Aug 30, 2024 - Sep 13, 2024 | -3.40% Dec 28, 2023 - Jan 29, 2024 |
| #11 | -2.38% Nov 11, 2024 - Nov 25, 2024 | -3.23% Aug 13, 2025 - Sep 12, 2025 |
| #12 | -1.72% Dec 16, 2021 - Dec 23, 2021 | -3.19% Sep 16, 2025 - Sep 19, 2025 |
| #13 | -1.71% Jun 2, 2026 - Jun 5, 2026 | -2.75% Jul 24, 2025 - Aug 12, 2025 |
| #14 | -1.35% Sep 30, 2024 - Oct 9, 2024 | -2.53% Sep 26, 2024 - Oct 11, 2024 |
| #15 | -1.29% Feb 7, 2024 - Feb 15, 2024 | -2.48% Nov 22, 2024 - Nov 29, 2024 |
Correlation
Correlation between ESMV and BBB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2021 - 2026)
ESMV vs BBB dividend yield comparison.
| Year | ESMV | BBB |
|---|---|---|
| 2026 | 0.39% | 0.01% |
| 2025 | 1.56% | 0.21% |
| 2024 | 1.71% | 6.75% |
| 2023 | 1.75% | 0.00% |
| 2022 | 1.66% | 0.00% |
| 2021 | 0.24% | 0.00% |
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