ESUM vs EMMF
Comparison between Eventide US Market ETF (ESUM, ETF) and WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND (EMMF, ETF).
ESUM vs EMMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ESUM
$178M
Winner
EMMF
$179M
Expense Ratio
Winner
ESUM
0.39%
EMMF
0.48%
Max Drawdown
Winner
ESUM
8.28%
EMMF
34.95%
Sharpe Ratio
ESUM
0.82
Winner
EMMF
1.26
5Y Beta
ESUM
0.97
Winner
EMMF
0.74
P/E Ratio
ESUM
31.59
EMMF
N/A
Forward P/E
ESUM
20.89
EMMF
N/A
5Y Dividends CAGR
ESUM
N/A
EMMF
12.89%
5Y EPS CAGR
ESUM
24.67%
EMMF
N/A
P/S Ratio
ESUM
3.58
EMMF
N/A
P/B Ratio
ESUM
5.65
EMMF
N/A
ESUM vs EMMF - Holdings Comparison
ESUM and EMMF have 1 common holdings. Overlap is 0.00%
ESUM's top 25 holdings weight is 40.13%. EMMF's top 25 holdings weight is 42.87%.
| Rank | ESUM | EMMF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.66% | n/a (n/a) - 8.32% |
| #2 | BROADCOM INC (AVGO) - 2.59% | SK HYNIX INC (n/a) - 6.38% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.44% | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.25% |
| #4 | ADVANCED MICRO DEVICES INC (AMD) - 1.78% | TENCENT HOLDINGS LTD (n/a) - 3.10% |
| #5 | EXXON MOBIL CORP (XOM) - 1.72% | n/a (n/a) - 2.01% |
| #6 | ELI LILLY AND CO (LLY) - 1.61% | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 1.62% |
| #7 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.57% | MERCADOLIBRE INC (MELI) - 1.57% |
| #8 | CATERPILLAR INC (CAT) - 1.57% | HYUNDAI MOTOR CO (n/a) - 1.37% |
| #9 | THE HOME DEPOT INC (HD) - 1.52% | MEDIATEK INC (n/a) - 1.07% |
| #10 | LAM RESEARCH CORP (LRCX) - 1.47% | KING SLIDE WORKS CO LTD (n/a) - 1.02% |
| #11 | KLA CORP (KLAC) - 1.47% | BAIDU INC (n/a) - 0.97% |
| #12 | PALO ALTO NETWORKS INC (PANW) - 1.35% | DELTA ELECTRONICS INC (n/a) - 0.94% |
| #13 | LINDE PLC (LIN) - 1.35% | ELITE MATERIAL CO LTD (n/a) - 0.83% |
| #14 | UNION PACIFIC CORP (UNP) - 1.35% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.81% |
| #15 | AMERICAN EXPRESS CO (AXP) - 1.27% | YAGEO CORP (n/a) - 0.75% |
| #16 | n/a (DELL) - 1.21% | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.74% |
| #17 | LOWE'S COMPANIES INC (LOW) - 1.16% | CHROMA ATE INC (n/a) - 0.73% |
| #18 | PROGRESSIVE CORP (PGR) - 1.06% | ORACLE FINANCIAL SERVICES SOFTWARE LTD (n/a) - 0.71% |
| #19 | DUKE ENERGY CORP (DUK) - 1.05% | ACCTON TECHNOLOGY CORP (n/a) - 0.70% |
| #20 | PROLOGIS INC (PLD) - 1.03% | REALTEK SEMICONDUCTOR CORP (n/a) - 0.69% |
| #21 | TRUIST FINANCIAL CORP (TFC) - 1.00% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.69% |
| #22 | AMGEN INC (AMGN) - 0.99% | INFOSYS LTD (n/a) - 0.67% |
| #23 | ILLINOIS TOOL WORKS INC (ITW) - 0.98% | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.66% |
| #24 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.97% | ORLEN SA (n/a) - 0.65% |
| #25 | GE VERNOVA INC (GEV) - 0.96% | WIWYNN CORP ORDINARY SHARES (n/a) - 0.62% |
| Total Holdings | 198 | 220 |
ESUM vs EMMF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESUM
-0.22%
EMMF
-7.28%
3M
Winner
ESUM
+7.42%
EMMF
+4.46%
6M
ESUM
+9.36%
Winner
EMMF
+10.23%
1Y
ESUM
+13.54%
Winner
EMMF
+30.68%
5Y(CAGR)
ESUM
N/A
EMMF
+10.07%
Max(CAGR)
Winner
ESUM
+15.29%
EMMF
+7.81%
ESUM vs EMMF - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ESUM | EMMF |
|---|---|---|
| 2026 | +11.50% | +16.51% |
| 2025 | +1.23% | +20.94% |
| 2024 | N/A | +10.75% |
| 2023 | N/A | +20.76% |
| 2022 | N/A | -14.00% |
| 2021 | N/A | +5.37% |
| 2020 | N/A | +7.81% |
| 2019 | N/A | +2.51% |
| 2018 | N/A | -6.64% |
ESUM vs EMMF Drawdown Comparison
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The maximum drawdown for EMMF was -32.56%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.
The current ESUM drawdown is -1.95%. The current EMMF drawdown is -8.37%.
| Rank | ESUM | EMMF |
|---|---|---|
| #1 | -8.13% Jan 28, 2026 - Apr 17, 2026 | -32.56% Aug 29, 2018 - Dec 4, 2020 |
| #2 | -6.03% Oct 27, 2025 - Jan 12, 2026 | -25.18% Jun 1, 2021 - Feb 6, 2024 |
| #3 | -4.41% Jun 2, 2026 - Jun 29, 2026 | -16.01% Sep 26, 2024 - Jun 24, 2025 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -10.67% Jun 1, 2026 - Jul 20, 2026 |
| #5 | -2.68% Jun 30, 2026 - Jul 20, 2026 | -10.62% Feb 27, 2026 - Apr 17, 2026 |
| #6 | -2.01% Jan 12, 2026 - Jan 26, 2026 | -8.52% Feb 17, 2021 - Jun 1, 2021 |
| #7 | -1.92% Sep 11, 2025 - Oct 2, 2025 | -7.73% Jul 16, 2024 - Sep 24, 2024 |
| #8 | -1.75% May 14, 2026 - May 22, 2026 | -4.01% Jan 25, 2021 - Feb 3, 2021 |
| #9 | -1.41% Apr 27, 2026 - May 5, 2026 | -3.95% May 14, 2026 - May 26, 2026 |
| #10 | -1.00% Aug 29, 2025 - Sep 4, 2025 | -3.71% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.66% May 11, 2026 - May 14, 2026 | -3.65% Nov 10, 2025 - Dec 26, 2025 |
| #12 | -0.59% May 26, 2026 - May 29, 2026 | -3.39% Apr 9, 2024 - May 6, 2024 |
| #13 | -0.53% Oct 6, 2025 - Oct 8, 2025 | -2.75% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -0.52% May 6, 2026 - May 11, 2026 | -2.70% May 24, 2024 - Jun 14, 2024 |
| #15 | -0.35% Apr 20, 2026 - Apr 22, 2026 | -2.42% Jan 28, 2026 - Feb 10, 2026 |
Correlation
Correlation between ESUM and EMMF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2018 - 2026)
ESUM vs EMMF dividend yield comparison.
| Year | ESUM | EMMF |
|---|---|---|
| 2026 | 0.53% | 0.82% |
| 2025 | 0.48% | 2.45% |
| 2024 | 0.00% | 1.30% |
| 2023 | 0.00% | 1.62% |
| 2022 | 0.00% | 3.48% |
| 2021 | 0.00% | 2.64% |
| 2020 | 0.00% | 1.93% |
| 2019 | 0.00% | 2.93% |
| 2018 | 0.00% | 0.66% |
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