HIS vs. ESN
HIS (Humilis US Focused Opportunities ETF) and ESN (Essential 40 Stock ETF) are both Large Cap Blend Equities funds. HIS is actively managed, while ESN is passively managed. A 0.75 correlation means they provide meaningful diversification when combined. HIS charges 0.54%/yr vs 0.70%/yr for ESN.
Performance
HIS vs. ESN - Performance Comparison
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Returns By Period
HIS
- 1D
- -0.14%
- 1M
- 0.85%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ESN
- 1D
- -0.41%
- 1M
- 2.94%
- 6M
- 14.44%
- YTD
- 16.50%
- 1Y
- 24.71%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HIS vs. ESN - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
HIS Humilis US Focused Opportunities ETF | 1.84% |
ESN Essential 40 Stock ETF | 3.72% |
Correlation
The correlation between HIS and ESN is 0.75, 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 May 19, 2026 | 0.75 |
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Return for Risk
HIS vs. ESN — Risk / Return Rank
HIS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ESN
HIS vs. ESN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Humilis US Focused Opportunities ETF (HIS) and Essential 40 Stock ETF (ESN). 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.
| HIS | ESN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.43 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.86 | — |
| Martin ratioReturn relative to average drawdown | — | 15.07 | — |
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Drawdowns
HIS vs. ESN - Drawdown Comparison
The maximum HIS drawdown since its inception was -6.38%, smaller than the maximum ESN drawdown of -13.60%. Use the drawdown chart below to compare losses from any high point for HIS and ESN.
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Drawdown Indicators
| HIS | ESN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.38% | -13.60% | +7.22% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.42% | — |
Current DrawdownCurrent decline from peak | -2.61% | -0.41% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -2.73% | -1.84% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.64% | — |
Volatility
HIS vs. ESN - Volatility Comparison
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Volatility by Period
| HIS | ESN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.28% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.51% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.11% | 9.92% | +5.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.11% | 13.18% | +1.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.11% | 13.18% | +1.93% |
HIS vs. ESN - Expense Ratio Comparison
HIS has a 0.54% expense ratio, which is lower than ESN's 0.70% expense ratio.
Dividends
HIS vs. ESN - Dividend Comparison
HIS has not paid dividends to shareholders, while ESN's dividend yield for the trailing twelve months is around 0.78%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
ESN Essential 40 Stock ETF | 0.78% | 0.91% | 0.76% |
HIS Humilis US Focused Opportunities ETF | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HIS and ESN have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HIS is cheaper at 0.54% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HIS is cheaper with a 0.54% expense ratio, compared with 0.70% for ESN.
ESN has the higher dividend yield at 0.78%, compared with 0.00% for HIS.
They also come from different issuers: Humilis Investment Strategies and KKM Financial. Their fees differ too: 0.54% for HIS and 0.70% for ESN.
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