Compare · 2 funds side by side · dividends reinvested

ESUM and IWB

ESUMEventide×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

ESUM and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eventide US Market ETFUS Stock Styles · Large cap0.39%0.99%+15.2%+15.3%[…][…]−8.1%13.9%$198M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ESUM 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide US Market ETF · $198M[…]

ESUM

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

ESUMMeasureIWB

+15.2%Year to dateJan 1 → Nov 4+13.0%

+15.3%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.39%Expense ratio$39 · $15 a year on $10k · lower is better0.15%

0.99%Trailing 12-mo yield$99 · $91 a year on $10k0.91%

−8.1%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.9%

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

4–2ESUM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESUM vs IWB: Top 5 Holdings

Today

ESUM

15.3%in top 5

IWB

in top 525.2%

ESUMStockIWB

7.1%NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5AMZN3.5%

2.4%AVGOnot top 5

not top 5GOOGL2.3%

2.2%XOMnot top 5

1.9%LLYnot top 5

1.7%MUnot top 5

Held in common30.1%

End-of-day Nov 4, 2026 · share of each fund

ESUM vs IWB Returns, Every Period

EventideESUM

+15.3%

past year

IWBiShares

+13.2%

past year

ESUMIWBFaded: behind in that period

2–0ESUM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ESUM vs IWB

YTD

EventideESUM

+15.2%

IWBiShares

+13.0%

+15.2%Year to date+13.0%

−8.1%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.9%

1.0%Yield0.9%

$198MAssets$47.8B

3–1ESUM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESUM, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

ESUM0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESUM, IWB

0.99%highest, ESUM

FundTrailing yieldYield$10k

ESUM0.99%$99

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

ESUM$99 − $39 = $60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESUM, IWB

Today

30.1%most shared, ESUM and IWB

ESUMIWB

ESUM—30.1%

IWB30.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.3%ESUM, at 13.9% volatility

IWBWorst drop−8.9%12.9% vol

ESUMWorst drop−8.1%13.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ESUMIWB

+15.2%Year to date+13.0%

1.0%Yield0.9%

+15.3%Past year+13.2%

0.39%Fee0.15%

3–1ESUM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026