ESUM vs VOO

AESUM

BVOO

Measures won1–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common30.6%ESUM and VOO

ESUM

VOO

Eventide US Market ETF · $198MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

1.04%12-mo yield$104 · $110 on $10k1.10%

−8.1%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.5%

1–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsESUM · VOO

6.9%NVDA8.4%

2.3%AVGO2.5%

1.6%MU1.8%

1.7%AMD1.5%

Held in common30.6%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	−4.6%	+9.9%	+9.1%	new	new	−8.1%	$198M

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

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AESUM	Eventide US Market ETFRead Desk		0.39%	1.04%	−4.6%	+9.9%	+9.1%	new	new	−8.1%	$198M

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

Cards for this view

ESUM vs VOO

ESUM

Eventide US Market

[…]

VOO

Vanguard S&P 500

$17,156

MeasureESUMVOO

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.04%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.6%13.5%

3–1measures won
VOO first

30.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: ESUM, VOO

Today

30.6%most shared, ESUM and VOO

ESUMVOO

ESUM—30.6%

VOO30.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

ESUM$104 − $39 = $65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee