ESUM vs IVVM
Comparison between Eventide US Market ETF (ESUM, ETF) and iShares Large Cap Moderate Buffer ETF (IVVM, ETF).
ESUM vs IVVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ESUM vs IVVM - Holdings Comparison
ESUM and IVVM have 0 common holdings. Overlap is 0.00%
ESUM's top 25 holdings weight is 40.31%. IVVM's top 25 holdings weight is 103.67%.
| Rank | ESUM | IVVM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.56% | ISHARES CORE S&P 500 ETF (IVV) - 103.67% |
| #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 IVVM - Historical Returns
Returns include dividend reinvestment.
ESUM vs IVVM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ESUM | IVVM |
|---|---|---|
| 2026 | +10.49% | +5.38% |
| 2025 | +1.23% | +14.13% |
| 2024 | N/A | +16.48% |
| 2023 | N/A | +5.17% |
ESUM vs IVVM Drawdown Comparison
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current ESUM drawdown is -1.58%. The current IVVM drawdown is -0.67%.
| Rank | ESUM | IVVM |
|---|---|---|
| #1 | -8.13% Jan 28, 2026 - Apr 17, 2026 | -11.62% Feb 19, 2025 - May 14, 2025 |
| #2 | -6.03% Oct 27, 2025 - Jan 12, 2026 | -5.33% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -4.41% Jun 2, 2026 - Jun 10, 2026 | -5.31% Feb 2, 2026 - Apr 14, 2026 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -4.93% Jul 28, 2023 - Nov 14, 2023 |
| #5 | -2.01% Jan 12, 2026 - Jan 26, 2026 | -2.92% Mar 28, 2024 - May 9, 2024 |
| #6 | -1.92% Sep 11, 2025 - Oct 2, 2025 | -2.86% Dec 26, 2024 - Feb 13, 2025 |
| #7 | -1.75% May 14, 2026 - May 22, 2026 | -2.52% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -1.41% Apr 27, 2026 - May 5, 2026 | -2.52% Nov 12, 2025 - Nov 26, 2025 |
| #9 | -1.00% Aug 29, 2025 - Sep 4, 2025 | -1.97% Dec 16, 2024 - Dec 26, 2024 |
| #10 | -0.66% May 11, 2026 - May 14, 2026 | -1.62% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -0.59% May 26, 2026 - May 29, 2026 | -1.58% Jan 12, 2026 - Jan 29, 2026 |
| #12 | -0.53% Oct 6, 2025 - Oct 8, 2025 | -1.54% Dec 10, 2025 - Dec 23, 2025 |
| #13 | -0.52% May 6, 2026 - May 11, 2026 | -1.50% Oct 9, 2025 - Oct 20, 2025 |
| #14 | -0.35% Apr 20, 2026 - Apr 22, 2026 | -1.46% Oct 22, 2024 - Nov 6, 2024 |
| #15 | -0.21% Apr 22, 2026 - Apr 24, 2026 | -1.36% Jul 28, 2025 - Aug 8, 2025 |
Correlation
Correlation between ESUM and IVVM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
ESUM vs IVVM dividend yield comparison.
| Year | ESUM | IVVM |
|---|---|---|
| 2026 | 0.14% | 0.00% |
| 2025 | 0.48% | 0.68% |
| 2024 | 0.00% | 0.62% |
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