DIM vs ESUM
Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and Eventide US Market ETF (ESUM, ETF).
DIM vs ESUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DIM
$168M
ESUM
$168M
Expense Ratio
DIM
0.58%
Winner
ESUM
0.39%
Max Drawdown
DIM
64.74%
Winner
ESUM
8.28%
Sharpe Ratio
Winner
DIM
1.21
ESUM
0.79
5Y Beta
Winner
DIM
0.63
ESUM
0.98
P/E Ratio
DIM
N/A
ESUM
31.57
Forward P/E
DIM
N/A
ESUM
21.59
5Y Dividends CAGR
DIM
11.55%
ESUM
N/A
5Y EPS CAGR
DIM
N/A
ESUM
25.58%
P/S Ratio
DIM
N/A
ESUM
3.56
P/B Ratio
DIM
N/A
ESUM
5.62
DIM vs ESUM - Holdings Comparison
DIM and ESUM have 1 common holdings. Overlap is 0.01%
DIM's top 25 holdings weight is 16.40%. ESUM's top 25 holdings weight is 40.31%.
| Rank | DIM | ESUM |
|---|---|---|
| #1 | AIB GROUP PLC (n/a) - 1.36% | NVIDIA CORP (NVDA) - 7.56% |
| #2 | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 1.00% | BROADCOM INC (AVGO) - 3.39% |
| #3 | TENARIS SA (n/a) - 0.94% | MICRON TECHNOLOGY INC (MU) - 2.53% |
| #4 | BANCA MEDIOLANUM (n/a) - 0.85% | EXXON MOBIL CORP (XOM) - 1.90% |
| #5 | ADMIRAL GROUP PLC (n/a) - 0.75% | ADVANCED MICRO DEVICES INC (AMD) - 1.73% |
| #6 | NN GROUP NV (n/a) - 0.74% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.55% |
| #7 | TRATON SE (n/a) - 0.73% | CATERPILLAR INC (CAT) - 1.45% |
| #8 | KONINKLIJKE KPN NV (n/a) - 0.73% | ELI LILLY AND CO (LLY) - 1.45% |
| #9 | BANK OF IRELAND GROUP PLC (n/a) - 0.72% | THE HOME DEPOT INC (HD) - 1.36% |
| #10 | AMUNDI SA (n/a) - 0.72% | UNION PACIFIC CORP (UNP) - 1.30% |
| #11 | FORTUM OYJ (n/a) - 0.72% | LAM RESEARCH CORP (LRCX) - 1.27% |
| #12 | ASTELLAS PHARMA INC (n/a) - 0.68% | LINDE PLC (LIN) - 1.26% |
| #13 | BOUYGUES (n/a) - 0.66% | n/a (DELL) - 1.25% |
| #14 | TELIA COMPANY AB (n/a) - 0.66% | PALO ALTO NETWORKS INC (PANW) - 1.15% |
| #15 | CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.59% | AMERICAN EXPRESS CO (AXP) - 1.14% |
| #16 | n/a (n/a) - 0.59% | KLA CORP (KLAC) - 1.13% |
| #17 | CK ASSET HOLDINGS LTD (n/a) - 0.58% | LOWE'S COMPANIES INC (LOW) - 1.09% |
| #18 | HELVETIA BALOISE HOLDING AG (n/a) - 0.56% | PROLOGIS INC (PLD) - 1.06% |
| #19 | KLEPIERRE (n/a) - 0.56% | QUALCOMM INC (QCOM) - 1.05% |
| #20 | MAPFRE SA (n/a) - 0.55% | DUKE ENERGY CORP (DUK) - 1.02% |
| #21 | VALLOUREC SA (n/a) - 0.35% | FLEX LTD (FLEX) - 0.95% |
| #22 | GJENSIDIGE FORSIKRING ASA (n/a) - 0.35% | TRUIST FINANCIAL CORP (TFC) - 0.95% |
| #23 | KEPPEL LTD (n/a) - 0.34% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.93% |
| #24 | n/a (n/a) - 0.34% | PROGRESSIVE CORP (PGR) - 0.93% |
| #25 | OBAYASHI CORP (n/a) - 0.33% | ILLINOIS TOOL WORKS INC (ITW) - 0.91% |
| Total Holdings | 555 | 197 |
DIM vs ESUM - Historical Returns
Returns include dividend reinvestment.
1M
DIM
-0.37%
Winner
ESUM
+3.53%
3M
DIM
+6.01%
Winner
ESUM
+12.73%
6M
Winner
DIM
+10.64%
ESUM
+10.54%
1Y
DIM
+20.38%
ESUM
N/A
5Y(CAGR)
DIM
+8.31%
ESUM
N/A
10Y(CAGR)
DIM
+8.52%
ESUM
N/A
Max(CAGR)
DIM
+6.30%
Winner
ESUM
+16.18%
DIM vs ESUM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DIM | ESUM |
|---|---|---|
| 2026 | +8.09% | +10.49% |
| 2025 | +37.95% | +1.23% |
| 2024 | +4.74% | N/A |
| 2023 | +14.80% | N/A |
| 2022 | -14.45% | N/A |
| 2021 | +9.38% | N/A |
| 2020 | -1.25% | N/A |
| 2019 | +20.25% | N/A |
| 2018 | -15.85% | N/A |
| 2017 | +27.34% | N/A |
| 2016 | +4.88% | N/A |
| 2015 | +2.70% | N/A |
| 2014 | -0.75% | N/A |
| 2013 | +19.61% | N/A |
| 2012 | +17.68% | N/A |
| 2011 | -14.32% | N/A |
| 2010 | +8.60% | N/A |
| 2009 | +32.54% | N/A |
| 2008 | -41.12% | N/A |
| 2007 | +7.23% | N/A |
| 2006 | +27.13% | N/A |
DIM vs ESUM Drawdown Comparison
The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The current DIM drawdown is -1.93%. The current ESUM drawdown is -1.58%.
| Rank | DIM | ESUM |
|---|---|---|
| #1 | -61.43% Oct 31, 2007 - Oct 18, 2013 | -8.13% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -40.87% Jan 26, 2018 - Mar 12, 2021 | -6.03% Oct 27, 2025 - Jan 12, 2026 |
| #3 | -30.73% Sep 3, 2021 - May 15, 2024 | -4.41% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -20.59% May 15, 2015 - Mar 16, 2017 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -14.20% Jul 12, 2007 - Oct 29, 2007 | -2.01% Jan 12, 2026 - Jan 26, 2026 |
| #6 | -13.93% Jul 3, 2014 - Apr 23, 2015 | -1.92% Sep 11, 2025 - Oct 2, 2025 |
| #7 | -12.13% Mar 19, 2025 - Apr 24, 2025 | -1.75% May 14, 2026 - May 22, 2026 |
| #8 | -10.56% Feb 25, 2026 - Mar 20, 2026 | -1.41% Apr 27, 2026 - May 5, 2026 |
| #9 | -9.98% Sep 26, 2024 - Mar 5, 2025 | -1.00% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -8.46% Feb 26, 2007 - Mar 21, 2007 | -0.66% May 11, 2026 - May 14, 2026 |
| #11 | -6.28% Jul 16, 2024 - Aug 19, 2024 | -0.59% May 26, 2026 - May 29, 2026 |
| #12 | -6.21% Jan 16, 2014 - Feb 18, 2014 | -0.53% Oct 6, 2025 - Oct 8, 2025 |
| #13 | -5.35% Jul 3, 2006 - Jul 28, 2006 | -0.52% May 6, 2026 - May 11, 2026 |
| #14 | -5.23% Jun 14, 2021 - Aug 13, 2021 | -0.35% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -4.94% Oct 22, 2013 - Dec 31, 2013 | -0.21% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between DIM and ESUM is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2006 - 2026)
DIM vs ESUM dividend yield comparison.
| Year | DIM | ESUM |
|---|---|---|
| 2026 | 0.07% | 0.14% |
| 2025 | 3.21% | 0.48% |
| 2024 | 3.58% | 0.00% |
| 2023 | 4.62% | 0.00% |
| 2022 | 3.96% | 0.00% |
| 2021 | 3.65% | 0.00% |
| 2020 | 2.53% | 0.00% |
| 2019 | 3.26% | 0.00% |
| 2018 | 3.28% | 0.00% |
| 2017 | 2.57% | 0.00% |
| 2016 | 2.94% | 0.00% |
| 2015 | 2.81% | 0.00% |
| 2014 | 3.46% | 0.00% |
| 2013 | 3.10% | 0.00% |
| 2012 | 2.95% | 0.00% |
| 2011 | 4.49% | 0.00% |
| 2010 | 2.82% | 0.00% |
| 2009 | 2.60% | 0.00% |
| 2008 | 5.92% | 0.00% |
| 2007 | 2.90% | 0.00% |
| 2006 | 0.59% | 0.00% |
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