Compare · 3 funds side by side · dividends reinvested

ESUM, DFAC and VUG

ESUMEventide×DFACDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,525DFAC · best of the three

02 / 04

ESUM, DFAC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.5

Eventide US Market ETFUS Stock Styles · Large cap0.39%1.04%+9.9%+9.0%[…][…]−8.1%14.6%$198M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ESUM 2024 · DFAC 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide US Market ETF · $198M[…]

ESUM

DFAC

Dimensional - US Core Equity 2 ETF · $85.7B$16,525

$10,000 five years ago, dividends reinvested · they hold 22.4% in common

ESUMMeasureDFAC

+9.9%Year to dateJan 1 → Nov 6+11.4%

+9.0%1 yearTotal return+13.8%

[…]3 years · per year$10,000 became […] · $17,722+21.0%

[…]5 years · per year$10,000 became […] · $16,525+10.6%

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

1.04%Trailing 12-mo yield$104 · $90 a year on $10k0.90%

−8.1%Worst dropSmaller is better−8.5%

14.6%VolatilityLower is calmer12.9%

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

2–4DFAC wins

End-of-day Nov 6, 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

14.6%in top 5

DFAC

in top 520.4%

ESUMStockDFAC

6.5%NVDA4.8%

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5AMZN2.7%

2.2%AVGOnot top 5

2.1%XOMnot top 5

1.9%LLYnot top 5

not top 5META1.9%

1.9%ADPnot top 5

Held in common22.4%

End-of-day Nov 6, 2026 · share of each fund

ESUM vs DFAC Returns, Every Period

EventideESUM

+9.0%

past year

DFACDimensional

+13.8%

past year

ESUMDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ESUM vs DFAC

YTD

EventideESUM

+9.9%

DFACDimensional

+11.4%

+9.9%Year to date+11.4%

−8.1%Worst drop · 1Y−8.5%

14.6%Volatility · 1Y12.9%

1.0%Yield0.9%

$198MAssets$85.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESUM, DFAC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAC0.21%$21

ESUM0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ESUM, DFAC, VUG

1.04%highest, ESUM

FundTrailing yieldYield$10k

ESUM1.04%$104

DFAC0.90%$90

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

ESUM$104 − $39 = $65

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ESUM, DFAC, VUG

Today

35.7%most shared, DFAC and VUG

ESUMDFACVUG

ESUM—22.4%24.0%

DFAC22.4%—35.7%

VUG24.0%35.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

ESUMWorst drop−8.1%14.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ESUMDFAC

+9.9%Year to date+11.4%

1.0%Yield0.9%

+9.0%Past year+13.8%

0.39%Fee0.21%

3–1DFAC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026