ESUM vs DCOR

AESUM

BDCOR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income1.04%ESUM · $104 on $10k

Smallest drop−8.1%ESUM · worst fall in 1Y

Held in common24.8%ESUM and DCOR

ESUM

DCOR

Eventide US Market ETF · $198MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.6B

[…]3 years · per year[…] · $18,033+21.7%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $17 on $10k · lower wins0.17%

1.04%12-mo yield$104 · $93 on $10k0.93%

−8.1%Worst dropSmaller wins−8.3%

14.6%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsESUM · DCOR

6.9%NVDA5.4%

2.3%AVGO1.4%

1.9%LLY1.4%

2.1%XOM1.3%

Held in common24.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	−4.6%	+9.9%	+9.1%	new	new	−8.1%	$198M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	−4.6%	+9.9%	+9.1%	new	new	−8.1%	$198M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$45.6B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESUM vs DCOR

ESUM

Eventide US Market

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureESUMDCOR

Fee0.39%0.17%

Cost on $10k a year$39$17

Yield1.04%0.93%

5 years, per year[…][…]

3 years, per year[…]+21.7%

Worst drop · 1Y−8.1%−8.3%

Volatility · 1Y14.6%12.9%

2–2measures won
level

24.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ESUM, DCOR

Today

24.8%most shared, ESUM and DCOR

ESUMDCOR

ESUM—24.8%

DCOR24.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

ESUM$104 − $39 = $65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee