ESUM vs. ESLG

Last updated Jun 24, 2026

ESUM (Eventide US Market ETF) and ESLG (Eventide Large Cap Growth ETF) are both exchange-traded funds - ESUM is a Large Cap Blend Equities fund actively managed by Eventide, while ESLG is a Large Cap Growth 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

ESUM vs. ESLG - Performance Comparison

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

Returns By Period

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

ESUM

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

ESLG

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

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

ESUM vs. ESLG - Yearly Performance Comparison

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

Correlation

The correlation between ESUM and ESLG 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

ESUM vs. ESLG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide US Market ETF (ESUM) and Eventide Large Cap Growth ETF (ESLG). 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. ESLG - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

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

ESUM vs. ESLG - Expense Ratio Comparison

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

Dividends

ESUM vs. ESLG - Dividend Comparison

ESUM's dividend yield for the trailing twelve months is around 0.58%, more than ESLG's 0.16% 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 ESUM and ESLG in my portfolio?

With a correlation of 0.92, ESUM and ESLG 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, ESUM or ESLG?

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, ESUM or ESLG?

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

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

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

What is the main difference between ESUM and ESLG?

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