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ESUM vs IVOV

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

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IVOV

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

Vanguard

Annual cost

0.10%

Fund size

$1.4B

Side-by-side comparison

ESUMIVOV
Annual cost (TER)0.10%
Fund size (AUM)$1.4B
Since2010
Dividend yield1.68%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+20.8%
CAGR 3YN/A+14.2%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.63
Volatility 1Y13.11%15.44%
Max drawdown-17.70%-45.99%

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

Similar to ESUM and IVOV