Eventide US Market ETF (ESUM) belongs to the Large Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with ESUM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ESUM
ESUM charges 0.39% annually. There are 112 ETFs in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 0.03% | 13.61B | Oct 2000 | ESUM vs SPTM | |
| Schwab U.S. Large-Cap ETF | 0.03% | 72.63B | Nov 2009 | ESUM vs SCHX | |
| Vanguard Total Stock Market ETF | 0.03% | 2.20T | May 2001 | ESUM vs VTI | |
| iShares Core S&P Total U.S. Stock Market ETF | 0.03% | 93.42B | Jan 2004 | ESUM vs ITOT | |
| Schwab U.S. Broad Market ETF | 0.03% | 43.31B | Nov 2009 | ESUM vs SCHB |
Best Risk-Adjusted Alternatives to ESUM
Among 207 ETFs in the Large Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Return Stacked US Stocks & Futures Yield ETF | 93 | — | May 2024 | ESUM vs RSSY | |
| Invesco RAFI Strategic US ETF | 91 | 860.84M | Sep 2018 | ESUM vs IUS | |
| Blackrock Large Cap Core ETF | 87 | 6.04B | Oct 2023 | ESUM vs BLCR | |
| Mohr Company Nav ETF | 87 | — | Sep 2024 | ESUM vs CNAV | |
| Pacer Swan SOS Conservative (December) ETF | 85 | 47.28M | Dec 2020 | ESUM vs PSCX |
Top Performing ESUM Alternatives (YTD)
ESUM is at 12.37% YTD. There are 54 ETFs in the Large Cap Blend Equities category with higher YTD returns, going as high as 47.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Aztlan North America Nearshoring Stock Selection E... | 47.92% | 20.80M | Nov 2023 | ESUM vs NRSH | |
| Mohr Company Nav ETF | 47.26% | — | Sep 2024 | ESUM vs CNAV | |
| Return Stacked US Stocks & Futures Yield ETF | 32.45% | — | May 2024 | ESUM vs RSSY | |
| ARS Focused Opportunities Strategy ETF | 32.04% | 194.17M | Jun 2025 | ESUM vs AFOS | |
| iShares MSCI USA Momentum Factor ETF | 31.75% | 26.66B | Apr 2013 | ESUM vs MTUM |
Lowest Volatility Alternatives to ESUM
ESUM has 13.79% 1-year volatility. There are 189 ETFs in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.37%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FT Vest Laddered Max Buffer ETF | 2.37% | — | Jun 2025 | ESUM vs BUFH | |
| FT Vest Laddered Enhance & Moderate Buffer ETF | 3.98% | — | Jun 2025 | ESUM vs BUFX | |
| Innovator U.S. Equity Ultra Buffer ETF - June | 4.25% | 78.22M | Jun 2019 | ESUM vs UJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | 4.73% | 354.49M | May 2020 | ESUM vs DMAY | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | 5.04% | 320.45M | Jun 2020 | ESUM vs DJUN |
Lowest Drawdown Alternatives to ESUM
Among 207 ETFs in the Large Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Innovator U.S. Equity Ultra Buffer ETF - June | -2.84% | 78.22M | Jun 2019 | ESUM vs UJUN | |
| Calvert US Select Equity ETF | -3.08% | 25.16M | Jan 2023 | ESUM vs CVSE | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - June | -3.15% | 320.45M | Jun 2020 | ESUM vs DJUN | |
| FT Cboe Vest U.S. Equity Deep Buffer ETF - May | -3.36% | 354.49M | May 2020 | ESUM vs DMAY | |
| Siren DIVCON Dividend Defender ETF | -3.44% | 8.98M | Jan 2016 | ESUM vs DFND |
Other ETFs from Eventide
The 5 most viewed Eventide ETFs shown here include ELCV, ESSC, ESIM and span 4 categories. AUM among these funds goes as high as $151M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Eventide High Dividend ETF | Large Cap Value Equities | 86 | 21.38% | 150.61M | Sep 2024 | ESUM vs ELCV | |
| Eventide Small Cap ETF | Small Cap Blend Equities | — | 15.03% | — | Sep 2025 | ESUM vs ESSC | |
| Eventide International ETF | Foreign Large Cap Equities | — | 16.15% | — | Dec 2025 | ESUM vs ESIM | |
| Eventide Large Cap Growth ETF | Large Cap Growth Equities | — | 13.42% | 1.04M | Sep 2025 | ESUM vs ESLG | |
| Eventide Large Cap Value ETF | Large Cap Value Equities | — | 10.38% | 735.62K | Sep 2025 | ESUM vs ESLV |
Often Compared With ESUM
Investors most often compare ESUM with FNDB, FNDX, USPX. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab Fundamental U.S. Broad Market Index ETF | Large Cap Value Equities | 88 | 14.46% | 1.32B | Aug 2013 | ESUM vs FNDB | |
| Schwab Fundamental U.S. Large Company Index ETF | Large Cap Value Equities | 90 | 14.57% | 25.47B | Aug 2013 | ESUM vs FNDX | |
| Franklin U.S. Equity Index ETF | Large Cap Blend Equities | 68 | 10.64% | 1.95B | Jun 2016 | ESUM vs USPX | |
| First Trust Bloomberg Inflation Sensitive Equity E... | Large Cap Blend Equities | 81 | 25.81% | 5.55M | Mar 2023 | ESUM vs FTIF |
Compare ESUM with Any Fund or Stock
Compare ESUM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ESUM with funds that move differently
Eventide US Market ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESUM.
Explore ESUM Diversifiers