ESUM vs VOO
ESUM vs VOO
Eventide US Market ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESUM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.03% | |
| AUM | $183M | $979.0B | |
| Dividend Yield | 0.97% | 1.09% | |
| Holdings | 198 | 509 | |
| YTD Return | +12.48% | +11.51% | |
| 1Y Return | +15.50% | +21.46% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 11.6% | 14.1% | |
| Max Drawdown | -17.7% | -34.3% | |
| Fund Family | Eventide | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Sep 7, 2010 |
ESUM vs VOO Performance
Eventide US Market ETF (ESUM) is a ETF from Eventide and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ESUM returned +15.50% while VOO returned +21.46%. Year to date, ESUM is up 12.48% versus a gain of 11.51% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.6% for ESUM. 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ESUM charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, ESUM currently yields 0.97% against 1.09% for VOO.
Holdings Overlap
ESUM and VOO share 132 holdings out of 570 unique holdings combined, representing a 29.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ESUM | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 7.16% | 7.51% | 0.35% |
| AVGO | 3.16% | 2.77% | 0.39% |
| MU | 1.37% | 2.02% | 0.65% |
| XOM | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| LRCX | Pro | Pro | Pro |
| LIN | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
See all 10 holdings ESUM shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, ESUM or VOO?
ESUM has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, ESUM or VOO?
Over the past year ESUM returned +15.50% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), ESUM annualized +15.53% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, ESUM or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 11.6% for ESUM. Worst drawdown: ESUM -17.7% vs VOO -34.3%.
Should I hold both ESUM and VOO?
ESUM and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between ESUM and VOO?
ESUM and VOO share 132 common holdings with a 29.9% weight overlap. Combined, they hold 570 unique securities.
Which pays a higher dividend, ESUM or VOO?
ESUM yields 0.97% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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