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ESUM vs ILCB

Strategy Shares - Eventide US Market ETF vs iShares Morningstar U.S. Equity ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

ILCB

iShares Morningstar U.S. Equity ETF

iShares

Annual cost

0.03%

Fund size

$1.2B

Side-by-side comparison

ESUMILCB
Annual cost (TER)0.03%
Fund size (AUM)$1.2B
Since2004
Dividend yield1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+29.9%
CAGR 3YN/A+23.3%
CAGR 5YN/A+13.9%
Sharpe 3YN/A1.24
Volatility 1Y13.11%12.16%
Max drawdown-17.70%-35.30%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ESUM and ILCB