Compare · 2 funds side by side · dividends reinvested

ESUM and SPY

ESUMEventide×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

ESUM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.4

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Eventide US Market ETF · $198M[…]

ESUM

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

ESUMMeasureSPY

+14.5%Year to dateJan 1 → Nov 3+11.5%

+12.2%1 yearTotal return+11.8%

[…]3 years · per year$10,000 became […] · $19,046+24.0%

[…]5 years · per year$10,000 became […] · $17,688+12.1%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

0.99%Trailing 12-mo yield$99 · $101 a year on $10k1.01%

−8.1%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.8%

ESUMSPY 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 SPY: Top 5 Holdings

Today

ESUM

15.4%in top 5

SPY

in top 527.4%

ESUMStockSPY

7.2%NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

2.4%AVGOnot top 5

2.2%XOMnot top 5

1.9%LLYnot top 5

1.7%MUnot top 5

Held in common31.2%

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

ESUM vs SPY Returns, Every Period

EventideESUM

+12.2%

past year

SPYSPDR

+11.8%

past year

ESUMSPYFaded: behind in that period

2–0ESUM wins

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

Stocks vs Core: ESUM vs SPY

YTD

EventideESUM

+14.5%

SPYSPDR

+11.5%

+14.5%Year to date+11.5%

−8.1%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.8%

1.0%Yield1.0%

$198MAssets$798B

2–1ESUM wins

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

Cost, Income and Risk

Fees: ESUM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ESUM0.39%$39

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

Yields: ESUM, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

ESUM0.99%$99

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

ESUM$99 − $39 = $60

KeptFee

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

Overlap: ESUM, SPY

Today

31.2%most shared, ESUM and SPY

ESUMSPY

ESUM—31.2%

SPY31.2%—

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

Return vs Bumpiness: 2 ETFs

+12.2%ESUM, at 14.0% volatility

SPYWorst drop−8.9%12.8% 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

SPYESUM

+11.5%Year to date+14.5%

1.0%Yield1.0%

+11.8%Past year+12.2%

0.09%Fee0.39%

2–1ESUM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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