ESUM vs SCHD

AESUM

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.9%ESUM and SCHD

ESUM

SCHD

Eventide US Market ETF · $198MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

0.99%12-mo yield$99 · $297 on $10k2.97%

−8.1%Worst dropSmaller wins−6.9%

14.0%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · SCHD

1.7%ADP2.8%

1.4%HD4.2%

1.3%AMGN4.1%

0.7%FITB1.2%

Held in common8.9%

End-of-day Nov 3, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	0.99%	+0.2%	+14.5%	+12.2%	new	new	−8.1%	$198M

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	0.99%	+0.2%	+14.5%	+12.2%	new	new	−8.1%	$198M

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

Cards for this view

ESUM vs SCHD

ESUM

Eventide US Market

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureESUMSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield0.99%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y14.0%11.4%

4–0measures won
SCHD first

8.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ESUM, SCHD

Today

8.9%most shared, ESUM and SCHD

ESUMSCHD

ESUM—8.9%

SCHD8.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

ESUM$99 − $39 = $60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee