ESUM vs. ESSC

Last updated Jun 4, 2026

ESUM (Eventide US Market ETF) and ESSC (Eventide Small Cap ETF) are both exchange-traded funds - ESUM is a Large Cap Blend Equities fund actively managed by Eventide, while ESSC is a Small Cap Blend Equities fund actively managed by Eventide. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. ESUM charges 0.39%/yr vs 0.49%/yr for ESSC.

Performance

ESUM vs. ESSC - Performance Comparison

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

Returns By Period

In the year-to-date period, ESUM achieves a 12.37% return, which is significantly lower than ESSC's 15.03% return.

ESUM

• 1D: -0.49%
• 1M: 7.13%
• YTD: 12.37%
• 6M: 11.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESSC

• 1D: -0.78%
• 1M: 2.91%
• YTD: 15.03%
• 6M: 14.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ESUM vs. ESSC - Yearly Performance Comparison

	2026 (YTD)	2025
ESUM Eventide US Market ETF	12.37%	-0.62%
ESSC Eventide Small Cap ETF	15.03%	3.65%

Correlation

The correlation between ESUM and ESSC is 0.80, 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 Oct 1, 2025	0.80

Return for Risk

ESUM vs. ESSC - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	ESUM	ESSC	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.35	1.58	-0.23

Drawdowns

ESUM vs. ESSC - Drawdown Comparison

The maximum ESUM drawdown since its inception was -8.13%, smaller than the maximum ESSC drawdown of -9.51%. Use the drawdown chart below to compare losses from any high point for ESUM and ESSC.

Drawdown Indicators

	ESUM	ESSC	Difference
Max Drawdown Largest peak-to-trough decline	-8.13%	-9.51%	+1.38%
Current Drawdown Current decline from peak	-0.49%	-1.05%	+0.56%
Average Drawdown Average peak-to-trough decline	-1.60%	-2.19%	+0.59%

Volatility

Volatility by Period

	ESUM	ESSC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.79%	19.00%	-5.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.79%	19.00%	-5.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.79%	19.00%	-5.21%

ESUM vs. ESSC - Expense Ratio Comparison

ESUM has a 0.39% expense ratio, which is lower than ESSC's 0.49% expense ratio.

Dividends

ESUM vs. ESSC - Dividend Comparison

ESUM's dividend yield for the trailing twelve months is around 0.57%, more than ESSC's 0.16% yield.

Position	TTM	2025
ESSC Eventide Small Cap ETF	0.16%	0.04%
ESUM Eventide US Market ETF	0.57%	0.48%

Frequently Asked Questions

Can I hold both ESUM and ESSC in my portfolio?

ESUM and ESSC have a correlation of 0.80, 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 ESSC?

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 ESSC?

ESUM is cheaper with a 0.39% expense ratio, compared with 0.49% for ESSC.

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

ESUM has the higher dividend yield at 0.57%, compared with 0.16% for ESSC.

What is the main difference between ESUM and ESSC?

ESUM is categorized as Large Cap Blend Equities, while ESSC is Small Cap Blend Equities. Their fees differ too: 0.39% for ESUM and 0.49% for ESSC.