ESMV vs GXDW

Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and GLOBAL X DORSEY WRIGHT THEMATIC ETF (GXDW, ETF).

5-Year PerformanceESMV has outperformed GXDW, delivering a return of +5.7% compared to -12.5%

ESMV vs GXDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESMV(ETF)	GXDW(ETF)
Net Assets	$7.60M	$7.70M
Expense Ratio	0.18%	0.50%
Max Drawdown	20.75%	69.69%
Sharpe Ratio	0.42	-0.16
5Y Beta	0.52	1.24
P/E Ratio	25.11	N/A
Forward P/E	20.11	N/A
PEG Ratio	0.19	N/A
5Y Dividends CAGR	N/A	2.47%
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

Winner

GXDW

$7.70M

Expense Ratio

Winner

ESMV

0.18%

GXDW

0.50%

Max Drawdown

Winner

ESMV

20.75%

GXDW

69.69%

Sharpe Ratio

Winner

ESMV

0.42

GXDW

-0.16

5Y Beta

Winner

ESMV

0.52

GXDW

1.24

P/E Ratio

ESMV

25.11

GXDW

N/A

Forward P/E

ESMV

20.11

GXDW

N/A

PEG Ratio

ESMV

0.19

GXDW

N/A

5Y Dividends CAGR

ESMV

N/A

GXDW

2.47%

5Y EPS CAGR

ESMV

19.02%

GXDW

N/A

Debt to Equity

ESMV

80.39%

GXDW

N/A

P/S Ratio

ESMV

1.90

GXDW

N/A

P/B Ratio

ESMV

5.10

GXDW

N/A

ESMV vs GXDW - Holdings Comparison

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

ESMV's top 25 holdings weight is 35.31%. GXDW's top 25 holdings weight is 100.04%.

Rank	ESMV	GXDW
#1	PALO ALTO NETWORKS INC (PANW) - 2.13%	GLOBAL X ARTFCL INTLGC & TECH ETF (AIQ) - 20.73%
#2	APPLIED MATERIALS INC (AMAT) - 1.84%	GLOBAL X DATA CENTER & DGTL INFRS ETF (DTCR) - 20.62%
#3	THE TRAVELERS COMPANIES INC (TRV) - 1.59%	GLOBAL X LITHIUM & BATTERY TECH ETF (LIT) - 20.07%
#4	WELLTOWER INC (WELL) - 1.57%	GLOBAL X BLOCKCHAIN ETF (BKCH) - 19.76%
#5	CISCO SYSTEMS INC (CSCO) - 1.47%	GLOBAL X HYDROGEN ETF (HYDR) - 18.86%
#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	5

ESMV vs GXDW - Historical Returns

Returns include dividend reinvestment.

Period	ESMV	GXDW
1 month	+1.64%	-14.66%
3 months	+4.73%	-5.42%
6 months	+5.58%	-4.00%
1 year	+7.69%	-5.58%
5 years(CAGR)	+5.73%	-12.53%
Max(CAGR)	+5.73%	+0.13%

Winner

ESMV

+1.64%

GXDW

-14.66%

Winner

ESMV

+4.73%

GXDW

-5.42%

Winner

ESMV

+5.58%

GXDW

-4.00%

Winner

ESMV

+7.69%

GXDW

-5.58%

5Y(CAGR)

Winner

ESMV

+5.73%

GXDW

-12.53%

Max(CAGR)

Winner

ESMV

+5.73%

GXDW

+0.13%

ESMV vs GXDW - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	ESMV	GXDW
2026	+6.52%	-1.90%
2025	+5.42%	+3.66%
2024	+12.84%	-2.40%
2023	+11.87%	+10.58%
2022	-10.57%	-48.44%
2021	+3.20%	+1.22%
2020	N/A	+58.22%
2019	N/A	+4.70%

ESMV vs GXDW Drawdown Comparison

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

The maximum drawdown for GXDW was -67.83%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current ESMV drawdown is -1.68%. The current GXDW drawdown is -59.91%.

Rank	ESMV	GXDW
#1	-19.76% Dec 28, 2021 - Jan 8, 2024	-67.83% Feb 10, 2021 - Apr 8, 2025
#2	-12.15% Nov 29, 2024 - Nov 13, 2025	-35.81% Feb 20, 2020 - Jun 1, 2020
#3	-7.01% Feb 27, 2026 - May 21, 2026	-10.15% Sep 1, 2020 - Oct 9, 2020
#4	-5.64% Nov 13, 2025 - Feb 27, 2026	-7.56% Oct 12, 2020 - Nov 5, 2020
#5	-4.58% Mar 28, 2024 - May 16, 2024	-5.43% Jan 20, 2021 - Feb 2, 2021
#6	-3.65% Nov 17, 2021 - Dec 10, 2021	-4.92% Jan 17, 2020 - Feb 11, 2020
#7	-3.44% Oct 18, 2024 - Nov 8, 2024	-3.83% Jun 10, 2020 - Jun 17, 2020
#8	-3.27% Jul 17, 2024 - Aug 14, 2024	-3.75% Nov 6, 2020 - Nov 23, 2020
#9	-3.26% May 17, 2024 - Jun 24, 2024	-3.59% Dec 23, 2020 - Jan 5, 2021
#10	-2.53% Aug 30, 2024 - Sep 13, 2024	-3.15% Jun 23, 2020 - Jul 2, 2020
#11	-2.38% Nov 11, 2024 - Nov 25, 2024	-2.72% Jul 20, 2020 - Jul 29, 2020
#12	-2.11% Jun 2, 2026 - Jun 30, 2026	-2.38% Jul 10, 2020 - Jul 15, 2020
#13	-1.89% Jul 7, 2026 - Jul 15, 2026	-2.28% Dec 8, 2020 - Dec 15, 2020
#14	-1.72% Dec 16, 2021 - Dec 23, 2021	-1.96% Nov 27, 2019 - Dec 12, 2019
#15	-1.35% Sep 30, 2024 - Oct 9, 2024	-1.84% Aug 6, 2020 - Aug 17, 2020