ESUM vs. ESIM

Last updated Jul 14, 2026

ESUM (Eventide US Market ETF) and ESIM (Eventide International ETF) are both exchange-traded funds - ESUM is a Large Cap Blend Equities fund actively managed by Eventide, while ESIM is a Foreign Large Cap Equities fund actively managed by Eventide. Both are actively managed. A 0.78 correlation means they provide meaningful diversification when combined. ESUM charges 0.39%/yr vs 0.59%/yr for ESIM.

Performance

ESUM vs. ESIM - Performance Comparison

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

Returns By Period

In the year-to-date period, ESUM achieves a 13.11% return, which is significantly lower than ESIM's 15.35% return.

ESUM

• 1D: -0.79%
• 1M: 1.77%
• 6M: 9.95%
• YTD: 13.11%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESIM

• 1D: -2.07%
• 1M: 0.00%
• 6M: 12.05%
• YTD: 15.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ESUM vs. ESIM - Yearly Performance Comparison

	2026 (YTD)	2025
ESUM Eventide US Market ETF	13.11%	0.19%
ESIM Eventide International ETF	15.35%	1.26%

Correlation

The correlation between ESUM and ESIM is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 17, 2025	0.78

Return for Risk

ESUM vs. ESIM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide US Market ETF (ESUM) and Eventide International ETF (ESIM). 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

ESUM vs. ESIM - Drawdown Comparison

The maximum ESUM drawdown since its inception was -8.13%, smaller than the maximum ESIM drawdown of -11.26%. Use the drawdown chart below to compare losses from any high point for ESUM and ESIM.

Drawdown Indicators

	ESUM	ESIM	Difference
Max Drawdown Largest peak-to-trough decline	-8.13%	-11.26%	+3.13%
Current Drawdown Current decline from peak	-1.13%	-3.50%	+2.37%
Average Drawdown Average peak-to-trough decline	-1.57%	-2.15%	+0.58%

Volatility

Volatility by Period

	ESUM	ESIM	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.23%	17.40%	-3.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.23%	17.40%	-3.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.23%	17.40%	-3.17%

ESUM vs. ESIM - Expense Ratio Comparison

ESUM has a 0.39% expense ratio, which is lower than ESIM's 0.59% expense ratio.

Dividends

ESUM vs. ESIM - Dividend Comparison

ESUM's dividend yield for the trailing twelve months is around 0.96%, less than ESIM's 1.21% yield.

Position	TTM	2025
ESIM Eventide International ETF	1.21%	0.03%
ESUM Eventide US Market ETF	0.96%	0.48%

Frequently Asked Questions

Can I hold both ESUM and ESIM in my portfolio?

ESUM and ESIM have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESUM or ESIM?

On fees, ESUM is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESUM or ESIM?

ESUM is cheaper with a 0.39% expense ratio, compared with 0.59% for ESIM.

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

ESIM has the higher dividend yield at 1.21%, compared with 0.96% for ESUM.

What is the main difference between ESUM and ESIM?

ESUM is categorized as Large Cap Blend Equities, while ESIM is Foreign Large Cap Equities. Their fees differ too: 0.39% for ESUM and 0.59% for ESIM.