ESUM vs SPY

AESUM

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.04%ESUM · $104 on $10k

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

Held in common29.3%ESUM and SPY

ESUM

SPY

Eventide US Market ETF · $198MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

1.04%12-mo yield$104 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · SPY

6.5%NVDA6.9%

2.2%AVGO2.2%

1.9%LLY1.7%

1.4%MU1.2%

Held in common29.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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 SPY

ESUM

Eventide US Market

[…]

SPY

SPDR S&P 500

$17,118

MeasureESUMSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.04%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.6%13.6%

2–1measures won
SPY first

29.3%

holdings shared

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

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

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

Overlap: ESUM, SPY

Today

29.3%most shared, ESUM and SPY

ESUMSPY

ESUM—29.3%

SPY29.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ESUM$104 − $39 = $65

KeptFee

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