Skip to content
Beacon
Screener

ESUM vs IUSV

Strategy Shares - Eventide US Market ETF vs iShares Core S&P U.S. Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IUSV

iShares Core S&P U.S. Value ETF

iShares

Annual cost

0.04%

Fund size

$25.6B

Side-by-side comparison

ESUMIUSV
Annual cost (TER)0.04%
Fund size (AUM)$25.6B
Since2000
Dividend yield1.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+23.4%
CAGR 3YN/A+16.5%
CAGR 5YN/A+10.8%
Sharpe 3YN/A0.99
Volatility 1Y13.11%10.14%
Max drawdown-17.70%-37.54%

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

Similar to ESUM and IUSV