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ESUM vs IVOO

Strategy Shares - Eventide US Market ETF vs Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IVOO

Vanguard S&P Mid-Cap 400 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.4B

Side-by-side comparison

ESUMIVOO
Annual cost (TER)0.07%
Fund size (AUM)$5.4B
Since2010
Dividend yield1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+24.7%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.72
Volatility 1Y13.11%15.69%
Max drawdown-17.70%-42.33%

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

Similar to ESUM and IVOO