ESUM vs SPYM

AESUM

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common29.6%ESUM and SPYM

ESUM

SPYM

Eventide US Market ETF · $198MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

1.01%12-mo yield$101 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.7%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · SPYM

6.7%NVDA7.1%

2.2%AVGO2.2%

1.9%LLY1.7%

1.5%MU1.2%

Held in common29.6%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.01%	+2.5%	+12.7%	+12.8%	new	new	−8.1%	$198M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.01%	+2.5%	+12.7%	+12.8%	new	new	−8.1%	$198M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESUM vs SPYM

ESUM

Eventide US Market

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureESUMSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield1.01%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.8%13.7%

2–1measures won
SPYM first

29.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ESUM, SPYM

Today

29.6%most shared, ESUM and SPYM

ESUMSPYM

ESUM—29.6%

SPYM29.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

ESUM$101 − $39 = $62

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee