Compare · 2 funds side by side · dividends reinvested

ESUM and DFAC

ESUMEventide×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,976DFAC · best of the two

02 / 04

ESUM and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.4

Eventide US Market ETFUS Stock Styles · Large cap0.39%0.99%+14.5%+12.2%[…][…]−8.1%14.0%$198M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ESUM 2024 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Eventide US Market ETF · $198M[…]

ESUM

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 23.4% in common

ESUMMeasureDFAC

+14.5%Year to dateJan 1 → Nov 3+14.1%

+12.2%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.39%Expense ratio$39 · $21 a year on $10k · lower is better0.21%

0.99%Trailing 12-mo yield$99 · $88 a year on $10k0.88%

−8.1%Worst dropSmaller is better−8.5%

14.0%VolatilityLower is calmer12.2%

ESUMDFAC Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESUM vs DFAC: Top 5 Holdings

Today

ESUM

15.4%in top 5

DFAC

in top 519.9%

ESUMStockDFAC

7.2%NVDA5.2%

not top 5AAPL5.7%

not top 5MSFT4.7%

not top 5AMZN2.5%

2.4%AVGOnot top 5

2.2%XOMnot top 5

1.9%LLYnot top 5

not top 5META1.9%

1.7%MUnot top 5

Held in common23.4%

End-of-day Nov 3, 2026 · share of each fund

ESUM vs DFAC Returns, Every Period

EventideESUM

+12.2%

past year

DFACDimensional

+16.0%

past year

ESUMDFACFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ESUM vs DFAC

YTD

EventideESUM

+14.5%

DFACDimensional

+14.1%

+14.5%Year to date+14.1%

−8.1%Worst drop · 1Y−8.5%

14.0%Volatility · 1Y12.2%

1.0%Yield0.9%

$198MAssets$87.6B

3–1ESUM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESUM, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

ESUM0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ESUM, DFAC

0.99%highest, ESUM

FundTrailing yieldYield$10k

ESUM0.99%$99

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFAC

DFAC$88 − $21 = $67

ESUM$99 − $39 = $60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ESUM, DFAC

Today

23.4%most shared, ESUM and DFAC

ESUMDFAC

ESUM—23.4%

DFAC23.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

ESUMWorst drop−8.1%14.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ESUMDFAC

+14.5%Year to date+14.1%

1.0%Yield0.9%

+12.2%Past year+16.0%

0.39%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026