ESUM vs SCHB

AESUM

BSCHB

Measures won1–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

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

Held in common29.3%ESUM and SCHB

ESUM

SCHB

Eventide US Market ETF · $198MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

0.99%12-mo yield$99 · $104 on $10k1.04%

−8.1%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.1%

1–3SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · SCHB

7.1%NVDA6.8%

2.4%AVGO2.2%

1.9%LLY1.5%

1.7%MU1.3%

Held in common29.3%

End-of-day Nov 4, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	0.99%	+0.6%	+15.2%	+15.3%	new	new	−8.1%	$198M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	0.99%	+0.6%	+15.2%	+15.3%	new	new	−8.1%	$198M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESUM vs SCHB

ESUM

Eventide US Market

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureESUMSCHB

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield0.99%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.9%13.1%

2–1measures won
SCHB first

29.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ESUM, SCHB

Today

29.3%most shared, ESUM and SCHB

ESUMSCHB

ESUM—29.3%

SCHB29.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

ESUM$99 − $39 = $60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee