ESUM vs. BBUS
ESUM (Eventide US Market ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both Large Cap Blend Equities funds. ESUM is actively managed, while BBUS is passively managed. Their correlation of 0.87 suggests significant overlap in exposure. ESUM charges 0.39%/yr vs 0.02%/yr for BBUS.
Performance
ESUM vs. BBUS - Performance Comparison
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Returns By Period
In the year-to-date period, ESUM achieves a 10.69% return, which is significantly higher than BBUS's 7.57% return.
ESUM
- 1D
- -1.52%
- 1M
- 1.74%
- YTD
- 10.69%
- 6M
- 9.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBUS
- 1D
- -1.68%
- 1M
- -1.53%
- YTD
- 7.57%
- 6M
- 6.62%
- 1Y
- 22.78%
- 3Y*
- 20.70%
- 5Y*
- 12.52%
- 10Y*
- —
ESUM vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ESUM Eventide US Market ETF | 10.69% | 0.82% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 7.57% | 5.54% |
Correlation
The correlation between ESUM and BBUS is 0.87, 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 Aug 29, 2025 | 0.87 |
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Return for Risk
ESUM vs. BBUS — Risk / Return Rank
ESUM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS
ESUM vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide US Market ETF (ESUM) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). 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.
| ESUM | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.33 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.49 | — |
| Martin ratioReturn relative to average drawdown | — | 10.97 | — |
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Drawdowns
ESUM vs. BBUS - Drawdown Comparison
The maximum ESUM drawdown since its inception was -8.13%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for ESUM and BBUS.
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Drawdown Indicators
| ESUM | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.13% | -35.35% | +27.22% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.21% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.46% | — |
Current DrawdownCurrent decline from peak | -1.98% | -3.47% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -1.62% | -5.43% | +3.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.08% | — |
Volatility
ESUM vs. BBUS - Volatility Comparison
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Volatility by Period
| ESUM | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 12.59% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.34% | 17.14% | -2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.34% | 19.59% | -5.25% |
ESUM vs. BBUS - Expense Ratio Comparison
ESUM has a 0.39% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
ESUM vs. BBUS - Dividend Comparison
ESUM's dividend yield for the trailing twelve months is around 0.58%, less than BBUS's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.01% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
ESUM Eventide US Market ETF | 0.58% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ESUM and BBUS have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS is cheaper with a 0.02% expense ratio, compared with 0.39% for ESUM.
BBUS has the higher dividend yield at 1.01%, compared with 0.58% for ESUM.
They also come from different issuers: Eventide and JPMorgan. Their fees differ too: 0.39% for ESUM and 0.02% for BBUS.
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