ESUM vs AVL
Comparison between Eventide US Market ETF (ESUM, ETF) and DIREXION DAILY AVGO BULL 2X SHARES (AVL, ETF).
ESUM vs AVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESUM vs AVL - Holdings Comparison
ESUM and AVL have 1 common holdings. Overlap is 3.39%
ESUM's top 25 holdings weight is 40.31%. AVL's top 25 holdings weight is 19.45%.
| Rank | ESUM | AVL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | BROADCOM INC (AVGO) - 19.45% |
| #2 | BROADCOM INC (AVGO) - 3.39% | N/A |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.53% | N/A |
| #4 | EXXON MOBIL CORP (XOM) - 1.90% | N/A |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 1.73% | N/A |
| #6 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.55% | N/A |
| #7 | CATERPILLAR INC (CAT) - 1.45% | N/A |
| #8 | ELI LILLY AND CO (LLY) - 1.45% | N/A |
| #9 | THE HOME DEPOT INC (HD) - 1.36% | N/A |
| #10 | UNION PACIFIC CORP (UNP) - 1.30% | N/A |
| #11 | LAM RESEARCH CORP (LRCX) - 1.27% | N/A |
| #12 | LINDE PLC (LIN) - 1.26% | N/A |
| #13 | n/a (DELL) - 1.25% | N/A |
| #14 | PALO ALTO NETWORKS INC (PANW) - 1.15% | N/A |
| #15 | AMERICAN EXPRESS CO (AXP) - 1.14% | N/A |
| #16 | KLA CORP (KLAC) - 1.13% | N/A |
| #17 | LOWE'S COMPANIES INC (LOW) - 1.09% | N/A |
| #18 | PROLOGIS INC (PLD) - 1.06% | N/A |
| #19 | QUALCOMM INC (QCOM) - 1.05% | N/A |
| #20 | DUKE ENERGY CORP (DUK) - 1.02% | N/A |
| #21 | FLEX LTD (FLEX) - 0.95% | N/A |
| #22 | TRUIST FINANCIAL CORP (TFC) - 0.95% | N/A |
| #23 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.93% | N/A |
| #24 | PROGRESSIVE CORP (PGR) - 0.93% | N/A |
| #25 | ILLINOIS TOOL WORKS INC (ITW) - 0.91% | N/A |
| Total Holdings | 197 | 1 |
ESUM vs AVL - Historical Returns
Returns include dividend reinvestment.
ESUM vs AVL - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ESUM | AVL |
|---|---|---|
| 2026 | +10.49% | +4.45% |
| 2025 | +1.23% | +52.92% |
| 2024 | N/A | +39.87% |
ESUM vs AVL Drawdown Comparison
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The maximum drawdown for AVL was -70.63%, occurring on Apr 4, 2025. Recovery took 144 trading sessions.
The current ESUM drawdown is -1.58%. The current AVL drawdown is -39.54%.
| Rank | ESUM | AVL |
|---|---|---|
| #1 | -8.13% Jan 28, 2026 - Apr 17, 2026 | -70.63% Dec 16, 2024 - Jul 17, 2025 |
| #2 | -6.03% Oct 27, 2025 - Jan 12, 2026 | -53.69% Dec 10, 2025 - May 29, 2026 |
| #3 | -4.41% Jun 2, 2026 - Jun 10, 2026 | -42.49% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -28.11% Oct 10, 2024 - Dec 13, 2024 |
| #5 | -2.01% Jan 12, 2026 - Jan 26, 2026 | -23.82% Sep 10, 2025 - Oct 29, 2025 |
| #6 | -1.92% Sep 11, 2025 - Oct 2, 2025 | -23.78% Oct 29, 2025 - Nov 26, 2025 |
| #7 | -1.75% May 14, 2026 - May 22, 2026 | -14.96% Aug 12, 2025 - Sep 5, 2025 |
| #8 | -1.41% Apr 27, 2026 - May 5, 2026 | -11.07% Nov 28, 2025 - Dec 9, 2025 |
| #9 | -1.00% Aug 29, 2025 - Sep 4, 2025 | -9.39% Jul 30, 2025 - Aug 7, 2025 |
| #10 | -0.66% May 11, 2026 - May 14, 2026 | -6.75% Jul 21, 2025 - Jul 24, 2025 |
| #11 | -0.59% May 26, 2026 - May 29, 2026 | -5.29% Sep 8, 2025 - Sep 10, 2025 |
| #12 | -0.53% Oct 6, 2025 - Oct 8, 2025 | -2.21% Jul 17, 2025 - Jul 21, 2025 |
| #13 | -0.52% May 6, 2026 - May 11, 2026 | -0.69% Aug 8, 2025 - Aug 12, 2025 |
| #14 | -0.35% Apr 20, 2026 - Apr 22, 2026 | N/A |
| #15 | -0.21% Apr 22, 2026 - Apr 24, 2026 | N/A |
Correlation
Correlation between ESUM and AVL is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2024 - 2026)
ESUM vs AVL dividend yield comparison.
| Year | ESUM | AVL |
|---|---|---|
| 2026 | 0.14% | 0.56% |
| 2025 | 0.48% | 29.04% |
| 2024 | 0.00% | 0.22% |
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