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ESUM vs VIOO

Strategy Shares - Eventide US Market ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

VIOO

Vanguard S&P Small-Cap 600 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.8B

Side-by-side comparison

ESUMVIOO
Annual cost (TER)0.07%
Fund size (AUM)$5.8B
Since2010
Dividend yield1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+33.2%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.63
Volatility 1Y13.11%17.72%
Max drawdown-17.70%-44.15%

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

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