ESN vs TDI
Comparison between ESSENTIAL 40 STOCK ETF (ESN, ETF) and TOUCHSTONE DYNAMIC INTERNATIONAL ETF (TDI, ETF).
ESN vs TDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESN
$249M
Winner
TDI
$250M
Expense Ratio
ESN
0.70%
Winner
TDI
0.65%
Max Drawdown
Winner
ESN
13.60%
TDI
15.35%
Sharpe Ratio
Winner
ESN
2.02
TDI
1.56
5Y Beta
Winner
ESN
0.67
TDI
0.79
P/E Ratio
ESN
23.89
TDI
N/A
Forward P/E
ESN
18.20
TDI
N/A
PEG Ratio
ESN
0.56
TDI
N/A
5Y EPS CAGR
ESN
11.60%
TDI
N/A
P/S Ratio
ESN
1.62
TDI
N/A
P/B Ratio
ESN
4.00
TDI
N/A
ESN vs TDI - Holdings Comparison
ESN and TDI have 1 common holdings. Overlap is -0.03%
ESN's top 25 holdings weight is 67.98%. TDI's top 25 holdings weight is 45.30%.
| Rank | ESN | TDI |
|---|---|---|
| #1 | INTEL CORP (INTC) - 6.13% | n/a (n/a) - 5.75% |
| #2 | MARATHON PETROLEUM CORP (MPC) - 3.20% | ASML HOLDING NV (n/a) - 2.73% |
| #3 | PALO ALTO NETWORKS INC (PANW) - 3.16% | DREYFUS GOVERNMENT CASH MGMT INSTL (DGCXX) - 2.70% |
| #4 | FEDEX CORP (FDX) - 2.86% | SK HYNIX INC (n/a) - 2.65% |
| #5 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.81% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.56% |
| #6 | EXXON MOBIL CORP (XOM) - 2.78% | AIA GROUP LTD (n/a) - 2.01% |
| #7 | APPLE INC (AAPL) - 2.73% | OTSUKA HOLDINGS CO LTD (n/a) - 1.72% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 2.72% | EQUINOR ASA (n/a) - 1.69% |
| #9 | CVS HEALTH CORP (CVS) - 2.67% | UNICREDIT SPA (n/a) - 1.68% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 2.64% | BANCO BPM SPA (n/a) - 1.61% |
| #11 | NUTRIEN LTD (n/a) - 2.55% | FORTESCUE LTD (n/a) - 1.53% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.54% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.50% |
| #13 | JOHNSON & JOHNSON (JNJ) - 2.50% | TIM SA ORDINARY SHARES (n/a) - 1.49% |
| #14 | AMAZON.COM INC (AMZN) - 2.50% | HITACHI LTD (n/a) - 1.45% |
| #15 | DELTA AIR LINES INC (DAL) - 2.48% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.44% |
| #16 | COSTCO WHOLESALE CORP (COST) - 2.45% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.36% |
| #17 | CME GROUP INC CLASS A (CME) - 2.45% | BARRICK MINING CORP (n/a) - 1.35% |
| #18 | CHUBB LTD (CB) - 2.44% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.35% |
| #19 | FORD MOTOR CO (F) - 2.44% | ORION OYJ CLASS B (n/a) - 1.32% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 2.41% | DEUTSCHE TELEKOM AG (n/a) - 1.30% |
| #21 | DUKE ENERGY CORP (DUK) - 2.41% | SOUTHERN COPPER CORP (SCCO) - 1.30% |
| #22 | SYSCO CORP (SYY) - 2.31% | TALANX AG (n/a) - 1.27% |
| #23 | PFIZER INC (PFE) - 2.31% | INTESA SANPAOLO (n/a) - 1.20% |
| #24 | WASTE MANAGEMENT INC (WM) - 2.25% | MITSUBISHI ELECTRIC CORP (n/a) - 1.19% |
| #25 | ELI LILLY AND CO (LLY) - 2.24% | JAPAN AIRLINES CO LTD (n/a) - 1.15% |
| Total Holdings | 42 | 126 |
ESN vs TDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESN
+3.09%
TDI
-1.50%
3M
Winner
ESN
+7.23%
TDI
+4.97%
6M
ESN
+13.12%
Winner
TDI
+16.35%
1Y
ESN
+26.32%
Winner
TDI
+34.64%
Max(CAGR)
ESN
+16.41%
Winner
TDI
+26.58%
ESN vs TDI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ESN | TDI |
|---|---|---|
| 2026 | +12.77% | +11.65% |
| 2025 | +16.95% | +43.48% |
| 2024 | -2.98% | +7.87% |
| 2023 | N/A | +4.12% |
ESN vs TDI Drawdown Comparison
The maximum drawdown for ESN was -13.60%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for TDI was -14.99%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The current ESN drawdown is -1.84%. The current TDI drawdown is -5.75%.
| Rank | ESN | TDI |
|---|---|---|
| #1 | -13.60% Feb 19, 2025 - Jun 27, 2025 | -14.99% Mar 18, 2025 - May 2, 2025 |
| #2 | -6.42% Mar 2, 2026 - Apr 17, 2026 | -12.09% Feb 25, 2026 - May 6, 2026 |
| #3 | -5.60% Nov 29, 2024 - Feb 13, 2025 | -10.13% Jul 12, 2024 - Sep 24, 2024 |
| #4 | -4.90% Oct 27, 2025 - Jan 5, 2026 | -9.75% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -3.18% Jul 10, 2025 - Aug 15, 2025 | -5.75% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -2.86% Oct 21, 2024 - Nov 6, 2024 | -5.13% Mar 27, 2024 - May 9, 2024 |
| #7 | -2.19% Oct 6, 2025 - Oct 24, 2025 | -4.83% Nov 12, 2025 - Dec 10, 2025 |
| #8 | -1.86% Nov 11, 2024 - Nov 25, 2024 | -3.91% May 6, 2026 - May 26, 2026 |
| #9 | -1.84% May 29, 2026 - Jun 5, 2026 | -3.68% Oct 6, 2025 - Nov 10, 2025 |
| #10 | -1.80% Feb 11, 2026 - Feb 27, 2026 | -3.15% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -1.39% Jan 15, 2026 - Jan 22, 2026 | -2.95% Jul 23, 2025 - Aug 6, 2025 |
| #12 | -1.17% Feb 4, 2026 - Feb 6, 2026 | -2.77% Jan 29, 2026 - Feb 9, 2026 |
| #13 | -0.92% May 14, 2026 - May 20, 2026 | -2.59% May 20, 2024 - Jul 8, 2024 |
| #14 | -0.84% Apr 30, 2026 - May 5, 2026 | -2.31% Jun 12, 2025 - Jun 24, 2025 |
| #15 | -0.74% Sep 11, 2025 - Sep 18, 2025 | -2.21% Jan 12, 2024 - Jan 24, 2024 |
Correlation
Correlation between ESN and TDI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2025)
ESN vs TDI dividend yield comparison.
| Year | ESN | TDI |
|---|---|---|
| 2025 | 0.91% | 1.94% |
| 2024 | 0.76% | 3.39% |
| 2023 | 0.00% | 0.40% |
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