ESUM vs IWB

AESUM

BIWB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,575IWB

Lowest cost0.15%IWB · $15 on $10k

Most income1.04%ESUM · $104 on $10k

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

Held in common29.2%ESUM and IWB

ESUM

IWB

Eventide US Market ETF · $198MiShares Russell 1000 ETF · $46.4B

[…]3 years · per year[…] · $17,966+21.6%

[…]5 years · per year[…] · $16,575+10.6%

0.39%Expense ratio$39 · $15 on $10k · lower wins0.15%

1.04%12-mo yield$104 · $95 on $10k0.95%

−8.1%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · IWB

6.5%NVDA6.6%

2.2%AVGO2.1%

1.9%LLY1.6%

1.4%MU1.3%

Held in common29.2%

End-of-day Nov 6, 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
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	0.0%	+9.9%	+9.0%	new	new	−8.1%	$198M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	+0.4%	+8.5%	+9.6%	+21.6%	+10.6%	−8.9%	$46.4B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	0.0%	+9.9%	+9.0%	new	new	−8.1%	$198M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESUM vs IWB

ESUM

Eventide US Market

[…]

IWB

iShares Russell 1000

$16,575

MeasureESUMIWB

Fee0.39%0.15%

Cost on $10k a year$39$15

Yield1.04%0.95%

5 years, per year[…]+10.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.6%13.6%

2–2measures won
level

29.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ESUM, IWB

Today

29.2%most shared, ESUM and IWB

ESUMIWB

ESUM—29.2%

IWB29.2%—

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

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

ESUM$104 − $39 = $65

KeptFee

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