Screener
ESUM vs ILCV
Strategy Shares - Eventide US Market ETF vs iShares Morningstar Value ETF
Side-by-side comparison
| ESUM | ILCV | |
|---|---|---|
| Annual cost (TER) | — | 0.04% |
| Fund size (AUM) | — | $1.2B |
| Since | — | 2004 |
| Dividend yield | — | 1.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.2% | +28.8% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | +11.7% |
| Sharpe 3Y | N/A | 1.20 |
| Volatility 1Y | 13.11% | 9.94% |
| Max drawdown | -17.70% | -35.53% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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