ESLG vs. ESUM

Last updated Jun 24, 2026

ESLG (Eventide Large Cap Growth ETF) and ESUM (Eventide US Market ETF) are both exchange-traded funds - ESLG is a Large Cap Growth Equities fund actively managed by Eventide, while ESUM is a Large Cap Blend Equities fund actively managed by Eventide. Both are actively managed. Their correlation of 0.92 suggests significant overlap in exposure. Both charge a 0.39% expense ratio.

Performance

ESLG vs. ESUM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eventide Large Cap Growth ETF (ESLG) and Eventide US Market ETF (ESUM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with ESLG having a 10.90% return and ESUM slightly lower at 10.69%.

ESLG

• 1D: -2.10%
• 1M: 1.78%
• YTD: 10.90%
• 6M: 10.04%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESUM

• 1D: -1.52%
• 1M: 1.74%
• YTD: 10.69%
• 6M: 9.40%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESLG vs. ESUM - Yearly Performance Comparison

	2026 (YTD)	2025
ESLG Eventide Large Cap Growth ETF	10.90%	-0.29%
ESUM Eventide US Market ETF	10.69%	-0.29%

Correlation

The correlation between ESLG and ESUM is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025	0.92

Return for Risk

ESLG vs. ESUM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Large Cap Growth ETF (ESLG) and Eventide US Market ETF (ESUM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

ESLG vs. ESUM - Drawdown Comparison

The maximum ESLG drawdown since its inception was -12.36%, which is greater than ESUM's maximum drawdown of -8.13%. Use the drawdown chart below to compare losses from any high point for ESLG and ESUM.

Drawdown Indicators

	ESLG	ESUM	Difference
Max Drawdown Largest peak-to-trough decline	-12.36%	-8.13%	-4.23%
Current Drawdown Current decline from peak	-2.85%	-1.98%	-0.87%
Average Drawdown Average peak-to-trough decline	-3.34%	-1.62%	-1.72%

Volatility

Volatility by Period

	ESLG	ESUM	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.80%	14.34%	+2.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.80%	14.34%	+2.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.80%	14.34%	+2.46%

ESLG vs. ESUM - Expense Ratio Comparison

Both ESLG and ESUM have an expense ratio of 0.39%.

Dividends

ESLG vs. ESUM - Dividend Comparison

ESLG's dividend yield for the trailing twelve months is around 0.16%, less than ESUM's 0.58% yield.

Position	TTM	2025
ESLG Eventide Large Cap Growth ETF	0.16%	0.04%
ESUM Eventide US Market ETF	0.58%	0.48%

Frequently Asked Questions

Can I hold both ESLG and ESUM in my portfolio?

With a correlation of 0.92, ESLG and ESUM move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, ESLG or ESUM?

Both ETFs have the same 0.39% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESLG or ESUM?

ESLG and ESUM have the same expense ratio: 0.39% per year.

Which ETF pays a higher dividend yield, ESLG or ESUM?

ESUM has the higher dividend yield at 0.58%, compared with 0.16% for ESLG.

What is the main difference between ESLG and ESUM?

ESLG is categorized as Large Cap Growth Equities, while ESUM is Large Cap Blend Equities.