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