IMVP vs ESUM
Comparison between Invesco India ETF (IMVP, ETF) and Eventide US Market ETF (ESUM, ETF).
IMVP vs ESUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IMVP
$155M
ESUM
$154M
Expense Ratio
IMVP
0.78%
Winner
ESUM
0.39%
Max Drawdown
IMVP
64.71%
Winner
ESUM
8.28%
Sharpe Ratio
IMVP
-1.26
Winner
ESUM
0.77
5Y Beta
Winner
IMVP
0.48
ESUM
0.97
P/E Ratio
IMVP
N/A
ESUM
30.90
Forward P/E
IMVP
N/A
ESUM
21.87
5Y Dividends CAGR
IMVP
-11.50%
ESUM
N/A
5Y EPS CAGR
IMVP
N/A
ESUM
25.42%
P/S Ratio
IMVP
N/A
ESUM
3.59
P/B Ratio
IMVP
N/A
ESUM
5.37
IMVP vs ESUM - Holdings Comparison
IMVP and ESUM have 1 common holdings. Overlap is 0.00%
IMVP's top 25 holdings weight is 56.86%. ESUM's top 25 holdings weight is 39.92%.
| Rank | IMVP | ESUM |
|---|---|---|
| #1 | HDFC BANK LTD (n/a) - 7.29% | NVIDIA CORP (NVDA) - 7.96% |
| #2 | RELIANCE INDUSTRIES LTD (n/a) - 6.82% | BROADCOM INC (AVGO) - 3.08% |
| #3 | ICICI BANK LTD (n/a) - 5.17% | EXXON MOBIL CORP (XOM) - 2.19% |
| #4 | BHARTI AIRTEL LTD (n/a) - 3.90% | MICRON TECHNOLOGY INC (MU) - 1.77% |
| #5 | INFOSYS LTD (n/a) - 3.38% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.57% |
| #6 | INDIAN RUPEE (n/a) - 3.35% | ELI LILLY AND CO (LLY) - 1.48% |
| #7 | MAHINDRA & MAHINDRA LTD (n/a) - 2.23% | ADVANCED MICRO DEVICES INC (AMD) - 1.46% |
| #8 | AXIS BANK LTD (n/a) - 2.21% | CATERPILLAR INC (CAT) - 1.46% |
| #9 | LARSEN & TOUBRO LTD (n/a) - 2.07% | UNION PACIFIC CORP (UNP) - 1.42% |
| #10 | BAJAJ FINANCE LTD (n/a) - 2.04% | THE HOME DEPOT INC (HD) - 1.40% |
| #11 | TATA CONSULTANCY SERVICES LTD (n/a) - 1.94% | LINDE PLC (LIN) - 1.37% |
| #12 | KOTAK MAHINDRA BANK LTD (n/a) - 1.62% | LOWE'S COMPANIES INC (LOW) - 1.22% |
| #13 | HINDUSTAN UNILEVER LTD (n/a) - 1.44% | AMERICAN EXPRESS CO (AXP) - 1.21% |
| #14 | MARUTI SUZUKI INDIA LTD (n/a) - 1.38% | PROLOGIS INC (PLD) - 1.15% |
| #15 | SUN PHARMACEUTICALS INDUSTRIES LTD (n/a) - 1.29% | DUKE ENERGY CORP (DUK) - 1.11% |
| #16 | NTPC LTD (n/a) - 1.24% | LAM RESEARCH CORP (LRCX) - 1.10% |
| #17 | TATA STEEL LTD (n/a) - 1.21% | O'REILLY AUTOMOTIVE INC (ORLY) - 1.02% |
| #18 | BHARAT ELECTRONICS LTD (n/a) - 1.11% | KLA CORP (KLAC) - 1.02% |
| #19 | TITAN CO LTD (n/a) - 1.09% | PROGRESSIVE CORP (PGR) - 1.02% |
| #20 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 1.09% | STRYKER CORP (SYK) - 1.00% |
| #21 | ULTRATECH CEMENT LTD (n/a) - 1.08% | PALO ALTO NETWORKS INC (PANW) - 0.99% |
| #22 | HCL TECHNOLOGIES LTD (n/a) - 1.07% | NASDAQ INC (NDAQ) - 0.99% |
| #23 | HINDALCO INDUSTRIES LTD (n/a) - 0.96% | SOUTHERN CO (SO) - 0.98% |
| #24 | POWER GRID CORP OF INDIA LTD (n/a) - 0.95% | TRUIST FINANCIAL CORP (TFC) - 0.98% |
| #25 | SHRIRAM FINANCE LTD (n/a) - 0.93% | AMGEN INC (AMGN) - 0.97% |
| Total Holdings | 222 | 197 |
IMVP vs ESUM - Historical Returns
Returns include dividend reinvestment.
1M
IMVP
-4.15%
Winner
ESUM
+3.30%
3M
IMVP
-9.07%
Winner
ESUM
+7.63%
6M
IMVP
-15.72%
Winner
ESUM
+8.23%
1Y
IMVP
-17.00%
ESUM
N/A
5Y(CAGR)
IMVP
+2.44%
ESUM
N/A
10Y(CAGR)
IMVP
+8.02%
ESUM
N/A
Max(CAGR)
IMVP
+3.11%
Winner
ESUM
+14.33%
IMVP vs ESUM - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | IMVP | ESUM |
|---|---|---|
| 2026 | -16.85% | +8.82% |
| 2025 | -0.14% | +1.23% |
| 2024 | +9.49% | N/A |
| 2023 | +22.41% | N/A |
| 2022 | -10.66% | N/A |
| 2021 | +22.40% | N/A |
| 2020 | +17.01% | N/A |
| 2019 | +13.20% | N/A |
| 2018 | -7.75% | N/A |
| 2017 | +37.23% | N/A |
| 2016 | +1.93% | N/A |
| 2015 | -8.17% | N/A |
| 2014 | +25.85% | N/A |
| 2013 | -6.04% | N/A |
| 2012 | +8.90% | N/A |
| 2011 | -36.55% | N/A |
| 2010 | +13.01% | N/A |
| 2009 | +70.46% | N/A |
| 2008 | -51.35% | N/A |
IMVP vs ESUM Drawdown Comparison
The maximum drawdown for IMVP was -64.55%, occurring on Nov 20, 2008. Recovery took 2362 trading sessions.
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The current IMVP drawdown is -23.57%. The current ESUM drawdown is -3.07%.
| Rank | IMVP | ESUM |
|---|---|---|
| #1 | -64.55% May 2, 2008 - Sep 19, 2017 | -8.13% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -39.62% Jan 17, 2020 - Oct 6, 2020 | -6.03% Oct 27, 2025 - Jan 12, 2026 |
| #3 | -25.78% Sep 26, 2024 - Mar 30, 2026 | -3.07% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -22.98% Jan 26, 2018 - Jan 17, 2020 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -19.96% Jan 12, 2022 - Dec 1, 2023 | -2.01% Jan 12, 2026 - Jan 26, 2026 |
| #6 | -12.85% Mar 11, 2008 - Apr 18, 2008 | -1.92% Sep 11, 2025 - Oct 2, 2025 |
| #7 | -9.38% Mar 11, 2021 - May 26, 2021 | -1.75% May 14, 2026 - May 22, 2026 |
| #8 | -8.76% Mar 5, 2008 - Mar 11, 2008 | -1.41% Apr 27, 2026 - May 5, 2026 |
| #9 | -8.64% Oct 18, 2021 - Jan 11, 2022 | -1.00% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -7.26% Jan 20, 2021 - Feb 8, 2021 | -0.66% May 11, 2026 - May 14, 2026 |
| #11 | -6.65% Sep 19, 2017 - Oct 16, 2017 | -0.59% May 26, 2026 - May 29, 2026 |
| #12 | -6.19% Jun 3, 2024 - Jun 12, 2024 | -0.53% Oct 6, 2025 - Oct 8, 2025 |
| #13 | -5.84% Nov 2, 2017 - Dec 20, 2017 | -0.52% May 6, 2026 - May 11, 2026 |
| #14 | -4.77% Jul 31, 2024 - Sep 12, 2024 | -0.35% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -4.63% Oct 9, 2020 - Nov 6, 2020 | -0.21% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between IMVP and ESUM is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.51
-101
Dividend Comparison (2008 - 2026)
IMVP vs ESUM dividend yield comparison.
| Year | IMVP | ESUM |
|---|---|---|
| 2026 | 0.00% | 0.15% |
| 2025 | 7.39% | 0.48% |
| 2024 | 8.48% | 0.00% |
| 2023 | 2.08% | 0.00% |
| 2022 | 14.07% | 0.00% |
| 2021 | 6.95% | 0.00% |
| 2020 | 0.72% | 0.00% |
| 2019 | 36.35% | 0.00% |
| 2018 | 0.96% | 0.00% |
| 2017 | 1.01% | 0.00% |
| 2016 | 1.18% | 0.00% |
| 2015 | 0.61% | 0.00% |
| 2014 | 0.99% | 0.00% |
| 2013 | 0.48% | 0.00% |
| 2012 | 1.17% | 0.00% |
| 2010 | 0.92% | 0.00% |
| 2009 | 0.60% | 0.00% |
| 2008 | 0.89% | 0.00% |
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