ESUMvsJMOMETF Comparison
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Eventide US Market ETF (ESUM) and JPMorgan US Momentum Factor ETF (JMOM) belong to the same industry segment: US Multi-Factor. ESUM's top 3 sector exposures are Technology, Finance and Healthcare. In contrast, JMOM's top sector exposures are Technology, Finance and Industrials. ESUM is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.12% for JMOM. ESUM is up 16.33% year-to-date (YTD) with +$45M in YTD flows. JMOM performs better with 21.21% YTD performance, and +$637M in YTD flows. Run a side-by-side ETF comparison of ESUM and JMOM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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ESUM vs JMOM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ESUM JMOM | +2.58%-1.78% | +3.82%+4.72% | +16.33%+21.21% | +13.59%+20.02% | n/a+112.37% | n/a+81.30% |
| Flows | ESUM JMOM | +$2M+$66M | +$12M+$233M | +$45M+$637M | +$54M+$675M | -+$1.62B | -+$1.74B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ESUM JMOM | +12.32%+16.35% | +13.69%+17.40% | n/a+17.24% | n/a+19.06% |
| Max drawdown | ESUM JMOM | -5.80%-7.37% | -8.02%-8.05% | n/a-19.32% | n/a-28.26% |
| Max drawdown duration | ESUM JMOM | 76d23d | 78d45d | n/a125d | n/a804d |
Trading data
ESUM | JMOM | |
Last sale 10/30/2026 at 6:01 PM | $79.12 | |
| Previous close 10/29/2026 | $82.17 | |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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ESUM
is actively managed and doesn’t replicate an indexESUM | JMOM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 6:01 PM
Live
Closed
ESUM | JMOM | |
|---|---|---|
| Last price | – | $79.12 |
| 1D performance | – | -3.71% |
| AuM | $201.48 M | $2.78 B |
| E/R | 0.39% | 0.12% |
Characteristics
ESUM | JMOM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Eventide | J.P. Morgan Asset Management |
| Benchmark | - | JP Morgan US Momentum Factor Index |
| N° of holdings | 202 | 284 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 18, 2024 | November 9, 2017 |
| ESG | Yes | No |
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Exposure
Countries
ESUM
USA
93.14%
Other
6.86%
JMOM
USA
97.33%
Other
2.67%
Sectors
ESUM
Technology
40.86%
Finance
15.46%
Healthcare
11.17%
Industrials
8.52%
Other
23.99%
JMOM
Technology
44.23%
Finance
11.78%
Industrials
10.84%
Healthcare
9.76%
Consumer Non-Cycl.
7.21%
Other
16.18%
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Diversification
ESUM
Total weight of top 15 holdings out of 15
29.55%
JMOM
Total weight of top 15 holdings out of 15
25.16%
Top 15 holdings
Data as of September 30, 2026
ESUM
NVIDIA Corp.
7.92%
Broadcom Inc.
2.53%
Micron Technology, Inc.
2.17%
Advanced Micro Devices, Inc.
2.11%
ExxonMobil Holdings Corp.
2.00%
Eli Lilly & Co.
1.57%
Automatic Data Processing, Inc.
1.51%
Lam Research Corp.
1.27%
Union Pacific Corp.
1.27%
NetApp, Inc.
1.24%
The Home Depot, Inc.
1.23%
Linde Plc
1.21%
CrowdStrike Holdings, Inc.
1.19%
Palo Alto Networks, Inc.
1.17%
American Express Co.
1.15%
JMOM
Advanced Micro Devices, Inc.
2.59%
Apple, Inc.
2.09%
Micron Technology, Inc.
2.09%
Microsoft Corp.
2.03%
Alphabet, Inc.
2.00%
Broadcom Inc.
1.94%
NVIDIA Corp.
1.92%
Johnson & Johnson
1.82%
Intel Corp.
1.65%
Palantir Technologies, Inc.
1.26%
Lam Research Corp.
1.18%
Applied Materials, Inc.
1.17%
Walmart, Inc.
1.16%
Costco Wholesale Corp.
1.14%
AbbVie, Inc.
1.10%
Frequently asked questions about ESUM and JMOM
How have the ESUM and JMOM ETFs performed in 2026?
As of October 28, 2026, ESUM is up 16.33% year-to-date (YTD), while JMOM has returned 21.21%. That puts JMOM better performer ahead so far this year.
Which ETF is attracting more investor money: ESUM or JMOM?
Year-to-date, the ESUM ETF saw +$45M in flows, compared to +$637M for JMOM.
Which ETF is more volatile: ESUM or JMOM?
Over the past year, ESUM had a volatility of 13.69%, while JMOM experienced 17.4%.
Which ETF is bigger: ESUM or JMOM?
As of October 28, 2026, ESUM holds $201.48 M in assets under management (AUM), while JMOM manages $2.78 B.
What sectors do the ESUM and JMOM ETFs invest in?
ESUM leans toward sectors like Technology, Finance and Healthcare. Meanwhile, JMOM focuses on Technology, Finance and Industrials.
What are the top holdings of the ESUM ETF and JMOM ETF?
ESUM top holdings include NVIDIA Corp., Broadcom Inc. and Micron Technology, Inc.. JMOM holds in its top three: Advanced Micro Devices, Inc., Apple, Inc. and Micron Technology, Inc..
Which ETF is more diversified: ESUM or JMOM?
ESUM holds 202 securities with 29.55% of its assets in the top 15. JMOM has 284 securities and a top 15 weight of 25.16%.
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