ESUM vs VYM
ESUM vs VYM
Eventide US Market ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | ESUM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $183M | $79.0B | |
| Dividend Yield | 0.97% | 2.86% | |
| Holdings | 198 | 568 | |
| YTD Return | +14.93% | +15.45% | |
| 1Y Return | +18.76% | +26.05% | |
| 3Y Return (annualized) | - | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 11.7% | 14.6% | |
| Max Drawdown | -17.7% | -58.8% | |
| Fund Family | Eventide | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Nov 10, 2006 |
ESUM vs VYM Performance
Eventide US Market ETF (ESUM) is a ETF from Eventide and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ESUM returned +18.76% while VYM returned +26.05%. Year to date, ESUM is up 14.93% versus a gain of 15.45% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.97% against 2.86% for VYM.
Holdings Overlap
ESUM and VYM share 54 holdings out of 701 unique holdings combined, representing a 21.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in ESUM | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.16% | 6.47% | 3.31% |
| XOM | 2.06% | 2.83% | 0.77% |
| HD | 1.50% | 1.66% | 0.16% |
| CAT | Pro | Pro | Pro |
| UNP | Pro | Pro | Pro |
| LOW | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| NEE | Pro | Pro | Pro |
| DUK | Pro | Pro | Pro |
See all 10 holdings ESUM shares with VYM 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 VYM?
ESUM has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, ESUM or VYM?
Over the past year ESUM returned +18.76% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ESUM annualized +17.01% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, ESUM or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.7% for ESUM. Worst drawdown: ESUM -17.7% vs VYM -58.8%.
Should I hold both ESUM and VYM?
ESUM and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ESUM and VYM?
ESUM and VYM share 54 common holdings with a 21.5% weight overlap. Combined, they hold 701 unique securities.
Which pays a higher dividend, ESUM or VYM?
ESUM yields 0.97% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.