ESMV vs PPEM
Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and Putnam PanAgora ESG Emerging Markets Equity ETF (PPEM, ETF).
ESMV vs PPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESMV
$7.60M
PPEM
$7.60M
Expense Ratio
Winner
ESMV
0.18%
PPEM
0.60%
Max Drawdown
Winner
ESMV
20.75%
PPEM
41.16%
Sharpe Ratio
ESMV
0.35
Winner
PPEM
2.02
5Y Beta
Winner
ESMV
0.53
PPEM
0.78
P/E Ratio
ESMV
23.91
PPEM
N/A
Forward P/E
ESMV
19.39
PPEM
N/A
PEG Ratio
ESMV
0.21
PPEM
N/A
5Y EPS CAGR
ESMV
17.93%
PPEM
N/A
Debt to Equity
ESMV
86.03%
PPEM
N/A
P/S Ratio
ESMV
1.87
PPEM
N/A
P/B Ratio
ESMV
4.88
PPEM
N/A
ESMV vs PPEM - Holdings Comparison
ESMV and PPEM have 1 common holdings. Overlap is -0.01%
ESMV's top 25 holdings weight is 36.32%. PPEM's top 25 holdings weight is 71.16%.
| Rank | ESMV | PPEM |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 2.31% | n/a (n/a) - 16.13% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 1.97% | SK HYNIX INC (n/a) - 12.12% |
| #3 | GE VERNOVA INC (GEV) - 1.87% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.40% |
| #4 | NVIDIA CORP (NVDA) - 1.72% | DELTA ELECTRONICS INC (n/a) - 5.09% |
| #5 | PALO ALTO NETWORKS INC (PANW) - 1.62% | TENCENT HOLDINGS LTD (n/a) - 2.53% |
| #6 | TEXAS INSTRUMENTS INC (TXN) - 1.60% | HANA FINANCIAL GROUP INC (n/a) - 2.16% |
| #7 | THE TRAVELERS COMPANIES INC (TRV) - 1.51% | LG ELECTRONICS INC (n/a) - 2.14% |
| #8 | MERCK & CO INC (MRK) - 1.48% | POWER GRID CORP OF INDIA LTD (n/a) - 1.68% |
| #9 | WELLTOWER INC (WELL) - 1.48% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 1.48% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.45% | KB FINANCIAL GROUP INC (n/a) - 1.47% |
| #11 | SERVICENOW INC (NOW) - 1.42% | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.47% |
| #12 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.34% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.47% |
| #13 | ELECTRONIC ARTS INC (EA) - 1.33% | BHARAT ELECTRONICS LTD (n/a) - 1.44% |
| #14 | AMPHENOL CORP CLASS A (APH) - 1.31% | GOLD FIELDS LTD ADR (GFI) - 1.40% |
| #15 | NEWMONT CORP (NEM) - 1.30% | LENOVO GROUP LTD (n/a) - 1.39% |
| #16 | COCA-COLA CO (KO) - 1.30% | n/a (n/a) - 1.39% |
| #17 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.29% | CMOC GROUP LTD CLASS H (n/a) - 1.31% |
| #18 | CONSOLIDATED EDISON INC (ED) - 1.28% | WEICHAI POWER CO LTD CLASS A (n/a) - 1.22% |
| #19 | MOTOROLA SOLUTIONS INC (MSI) - 1.27% | SAUDI TELECOM CO (n/a) - 1.17% |
| #20 | GILEAD SCIENCES INC (GILD) - 1.27% | NETEASE INC ADR (NTES) - 1.15% |
| #21 | WASTE MANAGEMENT INC (WM) - 1.26% | POWSZECHNY ZAKLAD UBEZPIECZEN SA (n/a) - 1.14% |
| #22 | THE KROGER CO (KR) - 1.25% | FIRST ABU DHABI BANK PJSC (n/a) - 1.14% |
| #23 | MASTERCARD INC CLASS A (MA) - 1.24% | ASUSTEK COMPUTER INC (n/a) - 1.12% |
| #24 | CHUBB LTD (CB) - 1.23% | CHINA RESOURCES LAND LTD (n/a) - 1.08% |
| #25 | CBOE GLOBAL MARKETS INC (CBOE) - 1.22% | E. SUN FINANCIAL HOLDING CO LTD (n/a) - 1.07% |
| Total Holdings | 160 | 118 |
ESMV vs PPEM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESMV
+3.66%
PPEM
+2.73%
3M
ESMV
+4.82%
Winner
PPEM
+20.10%
6M
ESMV
+5.69%
Winner
PPEM
+32.52%
1Y
ESMV
+7.90%
Winner
PPEM
+53.84%
5Y(CAGR)
ESMV
+5.83%
PPEM
N/A
Max(CAGR)
ESMV
+5.83%
Winner
PPEM
+20.95%
ESMV vs PPEM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ESMV | PPEM |
|---|---|---|
| 2026 | +6.36% | +27.29% |
| 2025 | +5.42% | +35.29% |
| 2024 | +12.84% | +9.18% |
| 2023 | +11.87% | +0.09% |
| 2022 | -10.57% | N/A |
| 2021 | +3.20% | N/A |
ESMV vs PPEM Drawdown Comparison
The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.
The maximum drawdown for PPEM was -18.42%, occurring on Apr 8, 2025. Recovery took 153 trading sessions.
The current ESMV drawdown is -0.25%. The current PPEM drawdown is -1.80%.
| Rank | ESMV | PPEM |
|---|---|---|
| #1 | -19.76% Dec 28, 2021 - Jan 8, 2024 | -18.42% Oct 7, 2024 - May 19, 2025 |
| #2 | -12.15% Nov 29, 2024 - Nov 13, 2025 | -15.28% Feb 25, 2026 - Apr 30, 2026 |
| #3 | -7.01% Feb 27, 2026 - May 21, 2026 | -12.62% Jul 31, 2023 - Feb 22, 2024 |
| #4 | -5.64% Nov 13, 2025 - Feb 27, 2026 | -11.68% Jan 26, 2023 - Jul 31, 2023 |
| #5 | -4.58% Mar 28, 2024 - May 16, 2024 | -8.60% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -3.65% Nov 17, 2021 - Dec 10, 2021 | -5.62% Oct 29, 2025 - Jan 2, 2026 |
| #7 | -3.44% Oct 18, 2024 - Nov 8, 2024 | -5.38% May 17, 2024 - Jul 3, 2024 |
| #8 | -3.27% Jul 17, 2024 - Aug 14, 2024 | -5.26% Apr 9, 2024 - May 2, 2024 |
| #9 | -3.26% May 17, 2024 - Jun 24, 2024 | -4.93% May 11, 2026 - May 26, 2026 |
| #10 | -2.53% Aug 30, 2024 - Sep 13, 2024 | -4.54% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -2.38% Nov 11, 2024 - Nov 25, 2024 | -3.58% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -2.11% Jun 2, 2026 - Jun 10, 2026 | -3.24% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -1.72% Dec 16, 2021 - Dec 23, 2021 | -2.35% May 28, 2026 - Jun 8, 2026 |
| #14 | -1.35% Sep 30, 2024 - Oct 9, 2024 | -1.96% Sep 26, 2024 - Oct 2, 2024 |
| #15 | -1.29% Feb 7, 2024 - Feb 15, 2024 | -1.90% Feb 22, 2024 - Mar 6, 2024 |
Correlation
Correlation between ESMV and PPEM is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2021 - 2026)
ESMV vs PPEM dividend yield comparison.
| Year | ESMV | PPEM |
|---|---|---|
| 2026 | 0.67% | 42.24% |
| 2025 | 1.56% | 6.05% |
| 2024 | 1.71% | 3.27% |
| 2023 | 1.75% | 1.94% |
| 2022 | 1.66% | 0.00% |
| 2021 | 0.24% | 0.00% |
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