ESMV vs EPIN
Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and HARBOR INTERNATIONAL EQUITY ETF (EPIN, ETF).
ESMV vs EPIN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESMV
$7.60M
Winner
EPIN
$7.70M
Expense Ratio
Winner
ESMV
0.18%
EPIN
0.80%
Max Drawdown
ESMV
20.75%
Winner
EPIN
11.64%
Sharpe Ratio
ESMV
0.35
Winner
EPIN
1.66
5Y Beta
Winner
ESMV
0.53
EPIN
1.24
P/E Ratio
ESMV
23.91
EPIN
N/A
Forward P/E
ESMV
19.39
EPIN
N/A
PEG Ratio
ESMV
0.21
EPIN
N/A
5Y EPS CAGR
ESMV
17.93%
EPIN
N/A
Debt to Equity
ESMV
86.03%
EPIN
N/A
P/S Ratio
ESMV
1.87
EPIN
N/A
P/B Ratio
ESMV
4.88
EPIN
N/A
ESMV vs EPIN - Holdings Comparison
ESMV and EPIN have 1 common holdings. Overlap is 0.00%
ESMV's top 25 holdings weight is 36.32%. EPIN's top 25 holdings weight is 58.63%.
| Rank | ESMV | EPIN |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 2.31% | n/a (n/a) - 5.79% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 1.97% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.57% |
| #3 | GE VERNOVA INC (GEV) - 1.87% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 3.94% |
| #4 | NVIDIA CORP (NVDA) - 1.72% | MEDIATEK INC (n/a) - 3.73% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 1.62% | SUMCO CORP (n/a) - 3.48% |
| #6 | TEXAS INSTRUMENTS INC (TXN) - 1.60% | ASML HOLDING NV (n/a) - 3.44% |
| #7 | THE TRAVELERS COMPANIES INC (TRV) - 1.51% | PRYSMIAN SPA (n/a) - 3.44% |
| #8 | MERCK & CO INC (MRK) - 1.48% | MURATA MANUFACTURING CO LTD (n/a) - 3.29% |
| #9 | WELLTOWER INC (WELL) - 1.48% | ERSTE GROUP BANK AG. (n/a) - 2.80% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.45% | BARCLAYS PLC (n/a) - 2.76% |
| #11 | SERVICENOW INC (NOW) - 1.42% | LEONARDO SPA AZ NOM POST RAGGRUPPAMENTO (n/a) - 2.15% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.34% | SAFRAN SA (n/a) - 2.10% |
| #13 | ELECTRONIC ARTS INC (EA) - 1.33% | DBS GROUP HOLDINGS LTD (n/a) - 2.08% |
| #14 | AMPHENOL CORP CLASS A (APH) - 1.31% | US DOLLAR (n/a) - 2.01% |
| #15 | NEWMONT CORP (NEM) - 1.30% | BAE SYSTEMS PLC (n/a) - 1.94% |
| #16 | COCA-COLA CO (KO) - 1.30% | NORSK HYDRO ASA (n/a) - 1.88% |
| #17 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.29% | HITACHI LTD (n/a) - 1.82% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.28% | GRUPO CIBEST SA ADR (CIB) - 1.69% |
| #19 | MOTOROLA SOLUTIONS INC (MSI) - 1.27% | n/a (SQM) - 1.57% |
| #20 | GILEAD SCIENCES INC (GILD) - 1.27% | SHELL PLC (n/a) - 1.54% |
| #21 | WASTE MANAGEMENT INC (WM) - 1.26% | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 0.57% |
| #22 | THE KROGER CO (KR) - 1.25% | TRAVELSKY TECHNOLOGY LTD CLASS H (n/a) - 0.56% |
| #23 | MASTERCARD INC CLASS A (MA) - 1.24% | AUMOVIO SE (n/a) - 0.27% |
| #24 | CHUBB LTD (CB) - 1.23% | MEXICAN PESO (NEW) (n/a) - 0.12% |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 1.22% | POUND STERLING (n/a) - 0.09% |
| Total Holdings | 160 | 34 |
ESMV vs EPIN - Historical Returns
Returns include dividend reinvestment.
1M
ESMV
+3.66%
Winner
EPIN
+9.02%
3M
ESMV
+4.82%
Winner
EPIN
+19.92%
6M
ESMV
+5.69%
Winner
EPIN
+27.14%
1Y
ESMV
+7.90%
Winner
EPIN
+40.89%
5Y(CAGR)
ESMV
+5.83%
EPIN
N/A
Max(CAGR)
ESMV
+5.83%
Winner
EPIN
+41.26%
ESMV vs EPIN - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ESMV | EPIN |
|---|---|---|
| 2026 | +6.36% | +21.73% |
| 2025 | +5.42% | +14.67% |
| 2024 | +12.84% | N/A |
| 2023 | +11.87% | N/A |
| 2022 | -10.57% | N/A |
| 2021 | +3.20% | N/A |
ESMV vs EPIN Drawdown Comparison
The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.
The maximum drawdown for EPIN was -11.64%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The current ESMV drawdown is -0.25%. The current EPIN drawdown is -1.14%.
| Rank | ESMV | EPIN |
|---|---|---|
| #1 | -19.76% Dec 28, 2021 - Jan 8, 2024 | -11.64% Feb 25, 2026 - Apr 17, 2026 |
| #2 | -12.15% Nov 29, 2024 - Nov 13, 2025 | -6.90% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -7.01% Feb 27, 2026 - May 21, 2026 | -5.30% Nov 11, 2025 - Dec 10, 2025 |
| #4 | -5.64% Nov 13, 2025 - Feb 27, 2026 | -4.37% Oct 6, 2025 - Oct 27, 2025 |
| #5 | -4.58% Mar 28, 2024 - May 16, 2024 | -4.02% Jul 23, 2025 - Aug 22, 2025 |
| #6 | -3.65% Nov 17, 2021 - Dec 10, 2021 | -3.85% Jan 27, 2026 - Feb 9, 2026 |
| #7 | -3.44% Oct 18, 2024 - Nov 8, 2024 | -3.64% May 8, 2026 - May 26, 2026 |
| #8 | -3.27% Jul 17, 2024 - Aug 14, 2024 | -3.45% Apr 17, 2026 - May 5, 2026 |
| #9 | -3.26% May 17, 2024 - Jun 24, 2024 | -2.47% Aug 22, 2025 - Sep 11, 2025 |
| #10 | -2.53% Aug 30, 2024 - Sep 13, 2024 | -2.40% Oct 27, 2025 - Nov 11, 2025 |
| #11 | -2.38% Nov 11, 2024 - Nov 25, 2024 | -2.14% Jun 12, 2025 - Jun 26, 2025 |
| #12 | -2.11% Jun 2, 2026 - Jun 10, 2026 | -2.04% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -1.72% Dec 16, 2021 - Dec 23, 2021 | -1.79% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -1.35% Sep 30, 2024 - Oct 9, 2024 | -1.54% Jan 16, 2026 - Jan 21, 2026 |
| #15 | -1.29% Feb 7, 2024 - Feb 15, 2024 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between ESMV and EPIN 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 EPIN dividend yield comparison.
| Year | ESMV | EPIN |
|---|---|---|
| 2026 | 0.67% | 0.00% |
| 2025 | 1.56% | 0.79% |
| 2024 | 1.71% | 0.00% |
| 2023 | 1.75% | 0.00% |
| 2022 | 1.66% | 0.00% |
| 2021 | 0.24% | 0.00% |
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