ESMV vs MFMO
Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and MOTLEY FOOL MOMENTUM FACTOR ETF (MFMO, ETF).
ESMV vs MFMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESMV
$7.60M
Winner
MFMO
$11M
Expense Ratio
Winner
ESMV
0.18%
MFMO
0.50%
Max Drawdown
ESMV
20.75%
Winner
MFMO
12.05%
Sharpe Ratio
ESMV
0.29
Winner
MFMO
1.40
5Y Beta
Winner
ESMV
0.53
MFMO
1.68
P/E Ratio
Winner
ESMV
23.91
MFMO
55.64
Forward P/E
Winner
ESMV
19.42
MFMO
32.77
PEG Ratio
ESMV
0.21
MFMO
N/A
5Y EPS CAGR
ESMV
17.93%
Winner
MFMO
28.77%
Debt to Equity
ESMV
86.03%
Winner
MFMO
26.80%
P/S Ratio
Winner
ESMV
1.87
MFMO
6.73
P/B Ratio
Winner
ESMV
4.88
MFMO
7.16
ESMV vs MFMO - Holdings Comparison
ESMV and MFMO have 13 common holdings. Overlap is 8.30%
ESMV's top 25 holdings weight is 36.32%. MFMO's top 25 holdings weight is 78.38%.
| Rank | ESMV | MFMO |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 2.31% | ADVANCED MICRO DEVICES INC (AMD) - 9.70% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 1.97% | INTEL CORP (INTC) - 8.70% |
| #3 | GE VERNOVA INC (GEV) - 1.87% | BROADCOM INC (AVGO) - 5.59% |
| #4 | NVIDIA CORP (NVDA) - 1.72% | LAM RESEARCH CORP (LRCX) - 5.36% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 1.62% | CORNING INC (GLW) - 4.76% |
| #6 | TEXAS INSTRUMENTS INC (TXN) - 1.60% | NVIDIA CORP (NVDA) - 4.73% |
| #7 | THE TRAVELERS COMPANIES INC (TRV) - 1.51% | ALPHABET INC CLASS C (GOOG) - 4.55% |
| #8 | MERCK & CO INC (MRK) - 1.48% | TESLA INC (TSLA) - 4.24% |
| #9 | WELLTOWER INC (WELL) - 1.48% | ELI LILLY AND CO (LLY) - 4.23% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.45% | EXXON MOBIL CORP (XOM) - 3.42% |
| #11 | SERVICENOW INC (NOW) - 1.42% | CHEVRON CORP (CVX) - 3.38% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.34% | RTX CORP (RTX) - 3.30% |
| #13 | ELECTRONIC ARTS INC (EA) - 1.33% | COHERENT CORP (COHR) - 2.41% |
| #14 | AMPHENOL CORP CLASS A (APH) - 1.31% | ARISTA NETWORKS INC (ANET) - 2.31% |
| #15 | NEWMONT CORP (NEM) - 1.30% | THE GOLDMAN SACHS GROUP INC (GS) - 2.26% |
| #16 | COCA-COLA CO (KO) - 1.30% | COMFORT SYSTEMS USA INC (FIX) - 1.86% |
| #17 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.29% | GILEAD SCIENCES INC (GILD) - 1.84% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.28% | ROCKET LAB CORP (RKLB) - 1.78% |
| #19 | MOTOROLA SOLUTIONS INC (MSI) - 1.27% | HOWMET AEROSPACE INC (HWM) - 1.70% |
| #20 | GILEAD SCIENCES INC (GILD) - 1.27% | CUMMINS INC (CMI) - 1.46% |
| #21 | WASTE MANAGEMENT INC (WM) - 1.26% | MOOG INC CLASS A (MOG-A) - 0.18% |
| #22 | THE KROGER CO (KR) - 1.25% | INCYTE CORP (INCY) - 0.17% |
| #23 | MASTERCARD INC CLASS A (MA) - 1.24% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 0.16% |
| #24 | CHUBB LTD (CB) - 1.23% | MODERNA INC (MRNA) - 0.15% |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 1.22% | COGNEX CORP (CGNX) - 0.14% |
| Total Holdings | 160 | 64 |
ESMV vs MFMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESMV
+2.84%
MFMO
+2.07%
3M
ESMV
+4.76%
Winner
MFMO
+26.28%
6M
ESMV
+4.91%
Winner
MFMO
+24.48%
1Y
ESMV
+6.23%
MFMO
N/A
5Y(CAGR)
ESMV
+5.66%
MFMO
N/A
Max(CAGR)
ESMV
+5.66%
Winner
MFMO
+47.63%
ESMV vs MFMO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ESMV | MFMO |
|---|---|---|
| 2026 | +5.54% | +22.90% |
| 2025 | +5.42% | -1.90% |
| 2024 | +12.84% | N/A |
| 2023 | +11.87% | N/A |
| 2022 | -10.57% | N/A |
| 2021 | +3.20% | N/A |
ESMV vs MFMO Drawdown Comparison
The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.
The maximum drawdown for MFMO was -12.05%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The current ESMV drawdown is -1.02%. The current MFMO drawdown is -1.05%.
| Rank | ESMV | MFMO |
|---|---|---|
| #1 | -19.76% Dec 28, 2021 - Jan 8, 2024 | -12.05% Jan 27, 2026 - Apr 13, 2026 |
| #2 | -12.15% Nov 29, 2024 - Nov 13, 2025 | -6.48% Jun 3, 2026 - Jun 10, 2026 |
| #3 | -7.01% Feb 27, 2026 - May 21, 2026 | -5.40% Dec 11, 2025 - Jan 6, 2026 |
| #4 | -5.64% Nov 13, 2025 - Feb 27, 2026 | -4.69% May 14, 2026 - May 26, 2026 |
| #5 | -4.58% Mar 28, 2024 - May 16, 2024 | -2.27% May 28, 2026 - Jun 3, 2026 |
| #6 | -3.65% Nov 17, 2021 - Dec 10, 2021 | -2.11% Jan 16, 2026 - Jan 27, 2026 |
| #7 | -3.44% Oct 18, 2024 - Nov 8, 2024 | -2.03% Apr 24, 2026 - Apr 30, 2026 |
| #8 | -3.27% Jul 17, 2024 - Aug 14, 2024 | -1.59% May 6, 2026 - May 8, 2026 |
| #9 | -3.26% May 17, 2024 - Jun 24, 2024 | -1.50% Jan 6, 2026 - Jan 12, 2026 |
| #10 | -2.53% Aug 30, 2024 - Sep 13, 2024 | -1.31% May 11, 2026 - May 14, 2026 |
| #11 | -2.38% Nov 11, 2024 - Nov 25, 2024 | -1.19% Apr 17, 2026 - Apr 24, 2026 |
| #12 | -2.11% Jun 2, 2026 - Jun 10, 2026 | -1.05% May 1, 2026 - May 5, 2026 |
| #13 | -1.72% Dec 16, 2021 - Dec 23, 2021 | -0.91% Jan 13, 2026 - Jan 16, 2026 |
| #14 | -1.35% Sep 30, 2024 - Oct 9, 2024 | -0.39% May 26, 2026 - May 28, 2026 |
| #15 | -1.29% Feb 7, 2024 - Feb 15, 2024 | -0.09% Dec 9, 2025 - Dec 11, 2025 |
Correlation
Correlation between ESMV and MFMO is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
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