Compare · 2 funds side by side · dividends reinvested

ESUM and SCHB

ESUMEventide×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

ESUM and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Eventide US Market ETFUS Stock Styles · Large cap0.39%0.99%+15.2%+15.3%[…][…]−8.1%13.9%$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 4, 2026 · returns include dividends · since: ESUM 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Eventide US Market ETF · $198M[…]

ESUM

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

ESUMMeasureSCHB

+15.2%Year to dateJan 1 → Nov 4+13.3%

+15.3%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $104 a year on $10k1.04%

−8.1%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.1%

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

3–3Level

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 SCHB: Top 5 Holdings

Today

ESUM

15.3%in top 5

SCHB

in top 524.4%

ESUMStockSCHB

7.1%NVDA6.8%

not top 5AAPL6.6%

not top 5MSFT5.3%

not top 5AMZN3.4%

2.4%AVGOnot top 5

not top 5GOOGL2.2%

2.2%XOMnot top 5

1.9%LLYnot top 5

1.7%MUnot top 5

Held in common29.3%

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

ESUM vs SCHB Returns, Every Period

EventideESUM

+15.3%

past year

SCHBSchwab

+13.3%

past year

ESUMSCHBFaded: behind in that period

2–0ESUM wins

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

ESUM vs SCHB

YTD

EventideESUM

+15.2%

SCHBSchwab

+13.3%

+15.2%Year to date+13.3%

−8.1%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.1%

1.0%Yield1.0%

$198MAssets$44.0B

2–1ESUM wins

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

Cost, Income and Risk

Fees: ESUM, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

ESUM0.39%$39

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

Yields: ESUM, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

ESUM0.99%$99

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

ESUM$99 − $39 = $60

KeptFee

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

Overlap: ESUM, SCHB

Today

29.3%most shared, ESUM and SCHB

ESUMSCHB

ESUM—29.3%

SCHB29.3%—

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

SCHBWorst drop−8.9%13.1% 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

SCHBESUM

+13.3%Year to date+15.2%

1.0%Yield1.0%

+13.3%Past year+15.3%

0.03%Fee0.39%

2–1ESUM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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