ESUM vs NPFI
Comparison between Eventide US Market ETF (ESUM, ETF) and NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF).
ESUM vs NPFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESUM
$154M
NPFI
$154M
Expense Ratio
Winner
ESUM
0.39%
NPFI
0.56%
Max Drawdown
ESUM
8.28%
Winner
NPFI
4.74%
Sharpe Ratio
ESUM
0.77
Winner
NPFI
1.26
5Y Beta
ESUM
0.97
Winner
NPFI
0.11
P/E Ratio
ESUM
30.90
NPFI
N/A
Forward P/E
ESUM
21.87
NPFI
N/A
5Y EPS CAGR
ESUM
25.42%
NPFI
N/A
P/S Ratio
ESUM
3.59
NPFI
N/A
P/B Ratio
ESUM
5.37
NPFI
N/A
ESUM vs NPFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESUM
+3.30%
NPFI
+0.20%
3M
Winner
ESUM
+7.63%
NPFI
+0.68%
6M
Winner
ESUM
+8.23%
NPFI
+1.84%
1Y
ESUM
N/A
NPFI
+7.52%
Max(CAGR)
Winner
ESUM
+14.33%
NPFI
+7.66%
ESUM vs NPFI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ESUM | NPFI |
|---|---|---|
| 2026 | +8.82% | +1.32% |
| 2025 | +1.23% | +9.13% |
| 2024 | N/A | +6.56% |
ESUM vs NPFI Drawdown Comparison
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.
The current ESUM drawdown is -3.07%. The current NPFI drawdown is -0.29%.
| Rank | ESUM | NPFI |
|---|---|---|
| #1 | -8.13% Jan 28, 2026 - Apr 17, 2026 | -3.18% Feb 20, 2026 - May 28, 2026 |
| #2 | -6.03% Oct 27, 2025 - Jan 12, 2026 | -2.94% Feb 27, 2025 - May 12, 2025 |
| #3 | -3.07% Jun 2, 2026 - Jun 5, 2026 | -1.73% Mar 28, 2024 - May 7, 2024 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -0.92% Dec 11, 2024 - Jan 21, 2025 |
| #5 | -2.01% Jan 12, 2026 - Jan 26, 2026 | -0.88% Oct 17, 2024 - Dec 4, 2024 |
| #6 | -1.92% Sep 11, 2025 - Oct 2, 2025 | -0.76% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -1.75% May 14, 2026 - May 22, 2026 | -0.61% Jul 22, 2024 - Aug 14, 2024 |
| #8 | -1.41% Apr 27, 2026 - May 5, 2026 | -0.61% Oct 6, 2025 - Oct 16, 2025 |
| #9 | -1.00% Aug 29, 2025 - Sep 4, 2025 | -0.54% Sep 23, 2024 - Oct 17, 2024 |
| #10 | -0.66% May 11, 2026 - May 14, 2026 | -0.48% Jul 3, 2025 - Jul 25, 2025 |
| #11 | -0.59% May 26, 2026 - May 29, 2026 | -0.46% Jan 16, 2026 - Jan 23, 2026 |
| #12 | -0.53% Oct 6, 2025 - Oct 8, 2025 | -0.37% May 20, 2024 - Jun 5, 2024 |
| #13 | -0.52% May 6, 2026 - May 11, 2026 | -0.31% Sep 5, 2024 - Sep 9, 2024 |
| #14 | -0.35% Apr 20, 2026 - Apr 22, 2026 | -0.29% May 16, 2025 - May 27, 2025 |
| #15 | -0.21% Apr 22, 2026 - Apr 24, 2026 | -0.29% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between ESUM and NPFI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2024 - 2026)
ESUM vs NPFI dividend yield comparison.
| Year | ESUM | NPFI |
|---|---|---|
| 2026 | 0.15% | 2.42% |
| 2025 | 0.48% | 6.33% |
| 2024 | 0.00% | 5.10% |
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