Compare · 2 funds side by side · dividends reinvested

ESUM and VUG

ESUMEventide×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,124VUG · best of the two

02 / 04

ESUM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eventide US Market ETFUS Stock Styles · Large cap0.39%1.04%+9.9%+9.0%[…][…]−8.1%14.6%$198M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

Rank among the two1st → 2ndFee, 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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide US Market ETF · $198M[…]

ESUM

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 24.0% in common

ESUMMeasureVUG

+9.9%Year to dateJan 1 → Nov 6+1.4%

+9.0%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

1.04%Trailing 12-mo yield$104 · $42 a year on $10k0.42%

−8.1%Worst dropSmaller is better−15.1%

14.6%VolatilityLower is calmer19.0%

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

5–1ESUM 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 VUG: Top 5 Holdings

Today

ESUM

14.6%in top 5

VUG

in top 545.2%

ESUMStockVUG

6.5%NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

2.2%AVGO4.3%

2.1%XOMnot top 5

1.9%LLYnot top 5

1.9%ADPnot top 5

Held in common24.0%

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

ESUM vs VUG Returns, Every Period

EventideESUM

+9.0%

past year

VUGVanguard

+0.2%

past year

ESUMVUGFaded: behind in that period

2–0ESUM wins

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

ESUM vs VUG

YTD

EventideESUM

+9.9%

VUGVanguard

+1.4%

+9.9%Year to date+1.4%

−8.1%Worst drop · 1Y−15.1%

14.6%Volatility · 1Y19.0%

1.0%Yield0.4%

$198MAssets$233B

4–0ESUM wins

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

Cost, Income and Risk

Fees: ESUM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ESUM0.39%$39

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

Yields: ESUM, VUG

1.04%highest, ESUM

FundTrailing yieldYield$10k

ESUM1.04%$104

VUG0.42%$42

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

Income After Fees on $10,000

$65most kept, ESUM

ESUM$104 − $39 = $65

VUG$42 − $3 = $39

KeptFee

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

Overlap: ESUM, VUG

Today

24.0%most shared, ESUM and VUG

ESUMVUG

ESUM—24.0%

VUG24.0%—

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

Return vs Bumpiness: 2 ETFs

+9.0%ESUM, at 14.6% volatility

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

ESUMVUG

+9.9%Year to date+1.4%

1.0%Yield0.4%

+9.0%Past year+0.2%

0.39%Fee0.03%

3–1ESUM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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