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ESUM vs VO

Strategy Shares - Eventide US Market ETF vs Vanguard Mid-Cap Index Fund ETF Shares

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$213.8B

Side-by-side comparison

ESUMVO
Annual cost (TER)0.03%
Fund size (AUM)$213.8B
Since2004
Dividend yield1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+18.5%
CAGR 3YN/A+16.7%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.88
Volatility 1Y13.11%12.42%
Max drawdown-17.70%-39.37%

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

Similar to ESUM and VO