ESUM vs VXUS
ESUM vs VXUS
Eventide US Market ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | ESUM | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.05% | |
| AUM | $183M | $156.5B | |
| Dividend Yield | 0.97% | 2.60% | |
| Holdings | 198 | 8,747 | |
| YTD Return | +14.41% | +13.40% | |
| 1Y Return | +18.05% | +27.42% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +9.05% | |
| Volatility (annualized) | 11.7% | 15.1% | |
| Max Drawdown | -17.7% | -39.9% | |
| Fund Family | Eventide | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Jan 26, 2011 |
ESUM vs VXUS Performance
Eventide US Market ETF (ESUM) is a ETF from Eventide and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year ESUM returned +18.05% while VXUS returned +27.42%. Year to date, ESUM is up 14.41% versus a gain of 13.40% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 11.7% 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 -39.9% for VXUS. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESUM charges 0.39% per year while VXUS charges 0.05%. On a $10,000 position that is $39 vs $5 annually, a gap of $34 per year that compounds over a long holding period. On income, ESUM currently yields 0.97% against 2.60% for VXUS.
Holdings Overlap
ESUM and VXUS share 7 holdings out of 8051 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ESUM | Weight in VXUS | Difference |
|---|---|---|---|
| SRE | 0.59% | 0.00% | 0.59% |
| HBAN | 0.50% | 0.05% | 0.45% |
| CP:CA | 0.18% | 0.18% | 0.00% |
| TRI:CA | Pro | Pro | Pro |
| MGA:CA | Pro | Pro | Pro |
| RBA:CA | Pro | Pro | Pro |
| IRM | Pro | Pro | Pro |
See all 7 holdings ESUM shares with VXUS 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 VXUS?
ESUM has an expense ratio of 0.39% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, ESUM or VXUS?
Over the past year ESUM returned +18.05% vs +27.42% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), ESUM annualized +16.66% vs +4.79% for VXUS. Past performance does not guarantee future results.
Which is riskier, ESUM or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 11.7% for ESUM. Worst drawdown: ESUM -17.7% vs VXUS -39.9%.
Should I hold both ESUM and VXUS?
ESUM and VXUS have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESUM and VXUS?
ESUM and VXUS share 7 common holdings with a 0.4% weight overlap. Combined, they hold 8051 unique securities.
Which pays a higher dividend, ESUM or VXUS?
ESUM yields 0.97% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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