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ESUM vs VTV

Strategy Shares - Eventide US Market ETF vs Vanguard Value Index Fund ETF Shares

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

VTV

Vanguard Value Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$237.8B

Side-by-side comparison

ESUMVTV
Annual cost (TER)0.03%
Fund size (AUM)$237.8B
Since2004
Dividend yield1.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+26.8%
CAGR 3YN/A+18.2%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.14
Volatility 1Y13.11%10.21%
Max drawdown-17.70%-36.78%

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

Similar to ESUM and VTV