ESUM vs SCHB5YESUMESUMAvsBSCHBSCHBEventide US Market ETF · $198MSchwab U.S. Broad Market ETF · $44.5BReturns · dividends in[…]3 years · per year[…] · $17,836+21.3%[…]5 years · per year[…] · $16,423+10.4%Cost and income0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%1.01%12-mo yield$101 · $106 on $10k1.06%
Overlap: ESUM, SCHB, IWFToday53.2%most shared, SCHB and IWFESUMSCHBIWFESUM—28.6%26.8%SCHB28.6%—53.2%IWF26.8%53.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ESUM vs SCHB5YAESUMEventide US Market[…]vsSCHBBSchwab U.S. Broad Market$16,423MeasureESUMSCHBFee0.39%0.03%Cost on $10k a year$39$3Yield1.01%1.06%5 years, per year[…]+10.4%3 years, per year[…]+21.3%Worst drop · 1Y−8.1%−8.9%Volatility · 1Y14.8%14.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.3%+11.5%+11.6%+21.3%+10.4%−8.9%$44.5B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3AESUMEventide US Market ETFReadDesk0.39%1.01%−0.6%+12.4%+10.2%newnew−8.1%$198MEnd-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▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.06%−0.3%+11.5%+11.6%+21.3%+10.4%−8.9%$44.5B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B3AESUMEventide US Market ETFReadDesk0.39%1.01%−0.6%+12.4%+10.2%newnew−8.1%$198MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+11.6%vsBiSITOTiShares+11.5%Jan 1Nov 13+11.6%+11.5%+11.6%Year to date+11.5%1.1%Yield1.0%$689BAssets$96.0B2–0VTI winsEnd-of-day Nov 13, 2026
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$61.9B1–1levelEnd-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
Overlap: ESUM, SCHB, IWFToday53.2%most shared, SCHB and IWFESUMSCHBIWFESUM—28.6%26.8%SCHB28.6%—53.2%IWF26.8%53.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$103most kept, SCHBSCHB$106 − $3 = $103ESUM$101 − $39 = $62IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee