ESMV vs BFOC

Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and FT VEST BITCOIN STRATEGY FLOOR15 ETF - OCTOBER (BFOC, ETF).

ESMV vs BFOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESMV(ETF)	BFOC(ETF)
Net Assets	$7.60M	$7.60M
Expense Ratio	0.18%	0.90%
Max Drawdown	20.75%	18.41%
Sharpe Ratio	0.42	-2.09
5Y Beta	0.52	0.45
P/E Ratio	25.11	N/A
Forward P/E	20.11	N/A
PEG Ratio	0.19	N/A
5Y EPS CAGR	19.02%	N/A
Debt to Equity	80.39%	N/A
P/S Ratio	1.90	N/A
P/B Ratio	5.10	N/A

Net Assets

ESMV

$7.60M

BFOC

$7.60M

Expense Ratio

Winner

ESMV

0.18%

BFOC

0.90%

Max Drawdown

ESMV

20.75%

Winner

BFOC

18.41%

Sharpe Ratio

Winner

ESMV

0.42

BFOC

-2.09

5Y Beta

ESMV

0.52

Winner

BFOC

0.45

P/E Ratio

ESMV

25.11

BFOC

N/A

Forward P/E

ESMV

20.11

BFOC

N/A

PEG Ratio

ESMV

0.19

BFOC

N/A

5Y EPS CAGR

ESMV

19.02%

BFOC

N/A

Debt to Equity

ESMV

80.39%

BFOC

N/A

P/S Ratio

ESMV

1.90

BFOC

N/A

P/B Ratio

ESMV

5.10

BFOC

N/A

ESMV vs BFOC - Holdings Comparison

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

ESMV's top 25 holdings weight is 35.31%. BFOC's top 25 holdings weight is 1.89%.

Rank	ESMV	BFOC
#1	PALO ALTO NETWORKS INC (PANW) - 2.13%	DREYFUS GOVERNMENT CASH MGMT INSTL (DGCXX) - 1.89%
#2	APPLIED MATERIALS INC (AMAT) - 1.84%	N/A
#3	THE TRAVELERS COMPANIES INC (TRV) - 1.59%	N/A
#4	WELLTOWER INC (WELL) - 1.57%	N/A
#5	CISCO SYSTEMS INC (CSCO) - 1.47%	N/A
#6	TEXAS INSTRUMENTS INC (TXN) - 1.46%	N/A
#7	MERCK & CO INC (MRK) - 1.44%	N/A
#8	VERTEX PHARMACEUTICALS INC (VRTX) - 1.44%	N/A
#9	SERVICENOW INC (NOW) - 1.44%	N/A
#10	ADVANCED MICRO DEVICES INC (AMD) - 1.43%	N/A
#11	NVIDIA CORP (NVDA) - 1.39%	N/A
#12	WILLIAMS COMPANIES INC (WMB) - 1.35%	N/A
#13	GE VERNOVA INC (GEV) - 1.35%	N/A
#14	ELECTRONIC ARTS INC (EA) - 1.34%	N/A
#15	MICROSOFT CORP (MSFT) - 1.33%	N/A
#16	MASTERCARD INC CLASS A (MA) - 1.32%	N/A
#17	COCA-COLA CO (KO) - 1.30%	N/A
#18	VERIZON COMMUNICATIONS INC (VZ) - 1.29%	N/A
#19	MOTOROLA SOLUTIONS INC (MSI) - 1.28%	N/A
#20	CHUBB LTD (CB) - 1.28%	N/A
#21	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.27%	N/A
#22	CONSOLIDATED EDISON INC (ED) - 1.26%	N/A
#23	VISA INC CLASS A (V) - 1.26%	N/A
#24	MERCADOLIBRE INC (MELI) - 1.25%	N/A
#25	MARVELL TECHNOLOGY INC (MRVL) - 1.23%	N/A
Total Holdings	159	1

ESMV vs BFOC - Historical Returns

Returns include dividend reinvestment.

Period	ESMV	BFOC
1 month	+1.64%	+0.31%
3 months	+4.73%	-0.88%
6 months	+5.58%	-7.40%
1 year	+7.69%	-15.77%
5 years(CAGR)	+5.73%	N/A
Max(CAGR)	+5.73%	-19.27%

Winner

ESMV

+1.64%

BFOC

+0.31%

Winner

ESMV

+4.73%

BFOC

-0.88%

Winner

ESMV

+5.58%

BFOC

-7.40%

Winner

ESMV

+7.69%

BFOC

-15.77%

5Y(CAGR)

ESMV

+5.73%

BFOC

N/A

Max(CAGR)

Winner

ESMV

+5.73%

BFOC

-19.27%

ESMV vs BFOC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	ESMV	BFOC
2026	+6.52%	-7.46%
2025	+5.42%	-9.76%
2024	+12.84%	N/A
2023	+11.87%	N/A
2022	-10.57%	N/A
2021	+3.20%	N/A

ESMV vs BFOC Drawdown Comparison

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

The maximum drawdown for BFOC was -18.41%, occurring on Jun 17, 2026. This drawdown has not yet recovered.

The current ESMV drawdown is -1.68%. The current BFOC drawdown is -17.55%.

Rank	ESMV	BFOC
#1	-19.76% Dec 28, 2021 - Jan 8, 2024	-18.41% Oct 6, 2025 - Jun 17, 2026
#2	-12.15% Nov 29, 2024 - Nov 13, 2025	N/A
#3	-7.01% Feb 27, 2026 - May 21, 2026	N/A
#4	-5.64% Nov 13, 2025 - Feb 27, 2026	N/A
#5	-4.58% Mar 28, 2024 - May 16, 2024	N/A
#6	-3.65% Nov 17, 2021 - Dec 10, 2021	N/A
#7	-3.44% Oct 18, 2024 - Nov 8, 2024	N/A
#8	-3.27% Jul 17, 2024 - Aug 14, 2024	N/A
#9	-3.26% May 17, 2024 - Jun 24, 2024	N/A
#10	-2.53% Aug 30, 2024 - Sep 13, 2024	N/A
#11	-2.38% Nov 11, 2024 - Nov 25, 2024	N/A
#12	-2.11% Jun 2, 2026 - Jun 30, 2026	N/A
#13	-1.89% Jul 7, 2026 - Jul 15, 2026	N/A
#14	-1.72% Dec 16, 2021 - Dec 23, 2021	N/A
#15	-1.35% Sep 30, 2024 - Oct 9, 2024	N/A

Correlation

Correlation between ESMV and BFOC is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101