ESMV vs USVN
Comparison between ISHARES ESG OPTIMIZED MSCI USA MIN VOL FACTOR ETF (ESMV, ETF) and F/M US TREASURY 7 YEAR NOTE ETF (USVN, ETF).
ESMV vs USVN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESMV
$7.60M
USVN
$7.60M
Expense Ratio
ESMV
0.18%
Winner
USVN
0.15%
Max Drawdown
ESMV
20.75%
Winner
USVN
9.67%
Sharpe Ratio
Winner
ESMV
0.29
USVN
0.07
5Y Beta
ESMV
0.53
Winner
USVN
-0.01
P/E Ratio
ESMV
23.91
USVN
N/A
Forward P/E
ESMV
19.42
USVN
N/A
PEG Ratio
ESMV
0.21
USVN
N/A
5Y EPS CAGR
ESMV
17.93%
USVN
N/A
Debt to Equity
ESMV
86.03%
USVN
N/A
P/S Ratio
ESMV
1.87
USVN
N/A
P/B Ratio
ESMV
4.88
USVN
N/A
ESMV vs USVN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESMV
+2.84%
USVN
+0.07%
3M
Winner
ESMV
+4.76%
USVN
-0.64%
6M
Winner
ESMV
+4.91%
USVN
-0.28%
1Y
Winner
ESMV
+6.23%
USVN
+3.02%
5Y(CAGR)
ESMV
+5.66%
USVN
N/A
Max(CAGR)
Winner
ESMV
+5.66%
USVN
+2.37%
ESMV vs USVN - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | ESMV | USVN |
|---|---|---|
| 2026 | +5.54% | -0.47% |
| 2025 | +5.42% | +7.58% |
| 2024 | +12.84% | +0.37% |
| 2023 | +11.87% | +0.67% |
| 2022 | -10.57% | N/A |
| 2021 | +3.20% | N/A |
ESMV vs USVN Drawdown Comparison
The maximum drawdown for ESMV was -19.76%, occurring on Oct 12, 2022. Recovery took 509 trading sessions.
The maximum drawdown for USVN was -8.26%, occurring on Oct 19, 2023. Recovery took 311 trading sessions.
The current ESMV drawdown is -1.02%. The current USVN drawdown is -2.51%.
| Rank | ESMV | USVN |
|---|---|---|
| #1 | -19.76% Dec 28, 2021 - Jan 8, 2024 | -8.26% May 4, 2023 - Jul 31, 2024 |
| #2 | -12.15% Nov 29, 2024 - Nov 13, 2025 | -5.85% Sep 16, 2024 - Apr 4, 2025 |
| #3 | -7.01% Feb 27, 2026 - May 21, 2026 | -3.68% Feb 27, 2026 - May 19, 2026 |
| #4 | -5.64% Nov 13, 2025 - Feb 27, 2026 | -2.71% Apr 4, 2025 - Jun 30, 2025 |
| #5 | -4.58% Mar 28, 2024 - May 16, 2024 | -1.87% Apr 6, 2023 - May 3, 2023 |
| #6 | -3.65% Nov 17, 2021 - Dec 10, 2021 | -1.40% Jun 30, 2025 - Aug 1, 2025 |
| #7 | -3.44% Oct 18, 2024 - Nov 8, 2024 | -1.30% Nov 26, 2025 - Feb 12, 2026 |
| #8 | -3.27% Jul 17, 2024 - Aug 14, 2024 | -1.27% Aug 5, 2024 - Aug 21, 2024 |
| #9 | -3.26% May 17, 2024 - Jun 24, 2024 | -1.10% Oct 21, 2025 - Nov 24, 2025 |
| #10 | -2.53% Aug 30, 2024 - Sep 13, 2024 | -0.94% Sep 11, 2025 - Oct 13, 2025 |
| #11 | -2.38% Nov 11, 2024 - Nov 25, 2024 | -0.65% Aug 21, 2024 - Sep 4, 2024 |
| #12 | -2.11% Jun 2, 2026 - Jun 10, 2026 | -0.58% Aug 4, 2025 - Aug 22, 2025 |
| #13 | -1.72% Dec 16, 2021 - Dec 23, 2021 | -0.27% Aug 29, 2025 - Sep 3, 2025 |
| #14 | -1.35% Sep 30, 2024 - Oct 9, 2024 | -0.22% Feb 13, 2026 - Feb 23, 2026 |
| #15 | -1.29% Feb 7, 2024 - Feb 15, 2024 | -0.22% Sep 8, 2025 - Sep 11, 2025 |
Correlation
Correlation between ESMV and USVN is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2021 - 2026)
ESMV vs USVN dividend yield comparison.
| Year | ESMV | USVN |
|---|---|---|
| 2026 | 0.39% | 1.56% |
| 2025 | 1.56% | 3.81% |
| 2024 | 1.71% | 4.07% |
| 2023 | 1.75% | 2.91% |
| 2022 | 1.66% | 0.00% |
| 2021 | 0.24% | 0.00% |
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