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ESMV vs. CHPS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESMV vs. CHPS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG MSCI USA Min Vol Factor ETF (ESMV) and Xtrackers Semiconductor Select Equity ETF (CHPS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESMV achieves a 4.29% return, which is significantly lower than CHPS's 127.70% return.


ESMV

1D
0.04%
1M
-0.39%
YTD
4.29%
6M
3.63%
1Y
7.58%
3Y*
10.53%
5Y*
10Y*

CHPS

1D
2.67%
1M
25.08%
YTD
127.70%
6M
129.64%
1Y
231.91%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESMV vs. CHPS - Yearly Performance Comparison


2026 (YTD)202520242023
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
4.29%5.34%13.06%6.03%
CHPS
Xtrackers Semiconductor Select Equity ETF
127.70%58.47%7.75%10.88%

Correlation

The correlation between ESMV and CHPS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (All Time)
Calculated using the full available price history since Jul 13, 2023

0.41

The correlation between ESMV and CHPS shifts across timeframes, from 0.28 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

ESMV vs. CHPS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESMV
ESMV Risk / Return Rank: 2222
Overall Rank
ESMV Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
ESMV Sortino Ratio Rank: 2020
Sortino Ratio Rank
ESMV Omega Ratio Rank: 2121
Omega Ratio Rank
ESMV Calmar Ratio Rank: 2323
Calmar Ratio Rank
ESMV Martin Ratio Rank: 2525
Martin Ratio Rank

CHPS
CHPS Risk / Return Rank: 9797
Overall Rank
CHPS Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
CHPS Sortino Ratio Rank: 9696
Sortino Ratio Rank
CHPS Omega Ratio Rank: 9696
Omega Ratio Rank
CHPS Calmar Ratio Rank: 9898
Calmar Ratio Rank
CHPS Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESMV vs. CHPS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG MSCI USA Min Vol Factor ETF (ESMV) and Xtrackers Semiconductor Select Equity ETF (CHPS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ESMVCHPSDifference
Sharpe ratioReturn per unit of total volatility

-5.28

Sortino ratioReturn per unit of downside risk

-4.33

Omega ratioGain probability vs. loss probability

1.14

1.75

-0.61

Calmar ratioReturn relative to maximum drawdown

1.09

13.35

-12.26

Martin ratioReturn relative to average drawdown

3.32

49.59

-46.28

ESMV vs. CHPS - Sharpe Ratio Comparison

The current ESMV Sharpe Ratio is 0.75, which is lower than the CHPS Sharpe Ratio of 6.03. The chart below compares the historical Sharpe Ratios of ESMV and CHPS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ESMV vs. CHPS - Drawdown Comparison

The maximum ESMV drawdown since its inception was -19.77%, smaller than the maximum CHPS drawdown of -39.44%. Use the drawdown chart below to compare losses from any high point for ESMV and CHPS.


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Drawdown Indicators


ESMVCHPSDifference

Max Drawdown

Largest peak-to-trough decline

-19.77%

-39.44%

+19.67%

Max Drawdown (1Y)

Largest decline over 1 year

-7.01%

-17.50%

+10.49%

Max Drawdown (3Y)

Largest decline over 3 years

-12.16%

Current Drawdown

Current decline from peak

-1.71%

0.00%

-1.71%

Average Drawdown

Average peak-to-trough decline

-5.28%

-9.08%

+3.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.29%

4.70%

-2.41%

Volatility

ESMV vs. CHPS - Volatility Comparison

The current volatility for iShares ESG MSCI USA Min Vol Factor ETF (ESMV) is 2.82%, while Xtrackers Semiconductor Select Equity ETF (CHPS) has a volatility of 20.16%. This indicates that ESMV experiences smaller price fluctuations and is considered to be less risky than CHPS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESMVCHPSDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.82%

20.16%

-17.34%

Volatility (6M)

Calculated over the trailing 6-month period

6.53%

32.86%

-26.33%

Volatility (1Y)

Calculated over the trailing 1-year period

10.17%

38.78%

-28.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.21%

35.16%

-21.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.21%

35.16%

-21.95%

ESMV vs. CHPS - Expense Ratio Comparison

ESMV has a 0.18% expense ratio, which is higher than CHPS's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

ESMV vs. CHPS - Dividend Comparison

ESMV's dividend yield for the trailing twelve months is around 1.54%, more than CHPS's 0.29% yield.


PositionTTM20252024202320222021
CHPS
Xtrackers Semiconductor Select Equity ETF
0.29%0.68%1.75%0.36%0.00%0.00%
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
1.54%1.56%1.71%1.75%1.66%0.24%

Frequently Asked Questions


ESMV and CHPS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CHPS has higher volatility (20.16%) compared to ESMV (2.82%). In terms of maximum drawdown, ESMV dropped -19.77% vs CHPS's -39.44%.

On 1-year performance, CHPS leads with 231.91% vs 7.58% for ESMV. On fees, CHPS is cheaper at 0.15% per year. On volatility, ESMV has been the lower-risk option at 2.82%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, CHPS has performed better with a 231.91% return vs 7.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CHPS is cheaper with a 0.15% expense ratio, compared with 0.18% for ESMV.

ESMV has the higher dividend yield at 1.54%, compared with 0.29% for CHPS.

ESMV is categorized as Large Cap Blend Equities, while CHPS is Semiconductors. ESMV tracks MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index - Benchmark TR Gross, while CHPS tracks Solactive Semiconductor ESG Screened Index. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.18% for ESMV and 0.15% for CHPS.

CHPS currently has the higher Sharpe Ratio (6.03 vs 0.75), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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