ESUM vs DCOR5YESUMESUMAvsBDCORDCOREventide US Market ETF · $198MU.S. Core Equity 1 Portfolio ETF Class Shares · $45.0BReturns · dividends in[…]3 years · per year[…] · $17,819+21.2%[…]5 years · per year[…]Cost and income0.39%Expense ratio$39 · $17 on $10k · lower wins0.17%1.01%12-mo yield$101 · $91 on $10k0.91%Risk · 1 year
$10,000 in ESUM, DCOR, VUG5Y$10k startVUG $16.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: ESUM, DCOR, VUGToday38.3%most shared, DCOR and VUGESUMDCORVUGESUM—25.2%24.1%DCOR25.2%—38.3%VUG24.1%38.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ESUM vs DCOR5YAESUMEventide US Market[…]vsDCORBU.S. Core Equity 1 Portfolio ETF Class Shares[…]MeasureESUMDCORFee0.39%0.17%Cost on $10k a year$39$17Yield1.01%0.91%5 years, per year[…][…]3 years, per year[…]+21.2%Worst drop · 1Y−8.1%−8.3%Volatility · 1Y14.8%13.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2AESUMEventide US Market ETFReadDesk0.39%1.01%−0.6%+12.4%+10.2%newnew−8.1%$198M3BDCORU.S. Core Equity 1 Portfolio ETF Class SharesReadDesk0.17%0.91%−0.2%+14.1%+14.8%+21.2%new−8.3%$45.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2AESUMEventide US Market ETFReadDesk0.39%1.01%−0.6%+12.4%+10.2%newnew−8.1%$198M3BDCORU.S. Core Equity 1 Portfolio ETF Class SharesReadDesk0.17%0.91%−0.2%+14.1%+14.8%+21.2%new−8.3%$45.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: ESUM, DCOR, VUGToday38.3%most shared, DCOR and VUGESUMDCORVUGESUM—25.2%24.1%DCOR25.2%—38.3%VUG24.1%38.3%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$74most kept, DCORDCOR$91 − $17 = $74ESUM$101 − $39 = $62VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee