ESUM vs VYM
Eventide US Market ETF vs Vanguard High Dividend Yield ETF
Which is better, ESUM or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. ESUM is less concentrated, with 22.8% of the fund in its ten largest positions against 26.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ESUM | VYM |
|---|---|---|
| Expense Ratio | 0.39% | 0.04%Best |
| AUM | $193M | $81.6B |
| Dividend Yield | 0.94% | 2.22% |
| Holdings | 204 | 613 |
| YTD Return | +12.22%Best | +11.35% |
| 1Y Return | +12.26% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 11.8% | 10.0%Best |
| Max Drawdown | -17.7% | -14.5%Best |
| $10,000 over 1.7 years | $12,530 | $13,006Best |
| Top 10 Weight | 22.8%Best | 26.1% |
| Fund Family | Eventide | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 17, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 18, 2026 (1.7 years).
ESUM vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
ESUM vs VYM Performance
Eventide US Market ETF (ESUM) is an ETF from Eventide and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ESUM returned +12.26% while VYM returned +15.34%. Year to date, ESUM is up 12.22% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESUM has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 10.0% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.7% for ESUM and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ESUM charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, ESUM currently yields 0.94% against 2.22% for VYM.
Holdings Overlap
39.0% of ESUM's money is in holdings VYM also owns. 27.9% of VYM's money is in holdings ESUM also owns.
The two portfolios partly overlap.
62 positions in common, counted across the 203 positions we hold weights for in ESUM and 557 in VYM, against full books of 204 and 613.
What only one of them owns
Our book lists 466 positions for VYM that do not appear in our book for ESUM (69.1% of the fund), and 127 for ESUM that do not appear in VYM (56.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ESUM | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.65% | 7.35% | 4.70% |
| XOMExxon Mobil Corp. | 2.01% | 2.63% | 0.62% |
| HDHome Depot Inc/The | 1.38% | 1.34% | 0.04% |
| CATCaterpillar, Inc. | 0.86% | 1.50% | 0.64% |
| LINLinde Plc Ordinary Shares | 1.23% | 0.90% | 0.33% |
| ADPAutomatic Data Processing, Inc. | 1.65% | 0.43% | 1.22% |
| UNPUnion Pacific Corp | 1.35% | 0.70% | 0.65% |
| AMGNAmgen Inc. | 1.19% | 0.78% | 0.41% |
| LOWLowes Cos., Inc. | 1.05% | 0.47% | 0.58% |
| PGRProgressive Corporation | 1.00% | 0.50% | 0.50% |
39.0% of ESUM is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, ESUM or VYM?
ESUM has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, ESUM or VYM?
Over the past year ESUM returned +12.26% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ESUM annualized +14.19% vs +16.72% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESUM or VYM?
ESUM has been the more volatile fund at 11.8% annualized versus 10.0% for VYM. Worst drawdown: ESUM -17.7% vs VYM -14.5%.
Should I hold both ESUM and VYM?
ESUM and VYM have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ESUM and VYM?
39.0% of ESUM's money is in holdings VYM also owns. 27.9% of VYM's is in holdings ESUM also owns. They hold 62 positions in common, counted across the 203 positions we hold weights for in ESUM and 557 in VYM.
Which pays a higher dividend, ESUM or VYM?
ESUM yields 0.94% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than ESUM?
VYM has a lower expense ratio. VYM led over 1Y and the full window. ESUM is less concentrated, with 22.8% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.