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. Both ETFs have the same top 3 sector exposures: Information Technology, Industrials and Financials. ESUM is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.12% for JMOM. ESUM is up 5.63% year-to-date (YTD) with +$13M in YTD flows. JMOM performs better with 9.9% YTD performance, and +$210M 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 04/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ESUM JMOM | +10.80%+13.81% | +2.41%+5.63% | +5.63%+9.90% | +23.05%+33.01% | n/a+94.68% | n/a+87.68% |
| Flows | ESUM JMOM | +$6M+$40M | +$11M+$94M | +$13M+$210M | +$84M+$347M | -+$1.24B | -+$1.33B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ESUM JMOM | +15.39%+18.89% | +13.08%+14.14% | n/a+16.28% | n/a+18.60% |
| Max drawdown | ESUM JMOM | -8.02%-7.91% | -8.02%-7.91% | n/a-19.32% | n/a-28.26% |
| Max drawdown duration | ESUM JMOM | 78d36d | 78d36d | n/a125d | n/a804d |
Trading data
ESUM | JMOM | |
Last sale 4/29/2026 at 1:30 PM | $74.77 | |
| Previous close 04/28/2026 | $74.79 | |
| Consolidated volume 04/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 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 4/29/2026 at 1:30 PM
Live
Closed
ESUM | JMOM | |
|---|---|---|
| Last price | – | $74.77 |
| 1D performance | – | -0.03% |
| AuM | $153.61 M | $2.14 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 | 179 | 253 |
| 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
90.01%
Other
9.99%
JMOM
USA
95.63%
Other
4.37%
Sectors
ESUM
Information Techn.
31.91%
Industrials
12.61%
Financials
12.22%
Health Care
10.1%
Consumer Discreti.
7.15%
Other
26.01%
JMOM
Information Techn.
31.16%
Industrials
12.36%
Financials
10.29%
Health Care
9.71%
Communication Ser.
7.71%
Other
28.77%
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Diversification
ESUM
Total weight of top 15 holdings out of 15
28.21%
JMOM
Total weight of top 15 holdings out of 15
24.03%
Top 15 holdings
Data as of March 31, 2026
ESUM
NVIDIA
6.98%
BROADCOM LIMITED
2.65%
EXXON
2.46%
HOME DEPOT
1.65%
CATERPILLAR
1.63%
LILLY
1.45%
IE000S9YS762
1.45%
LOWE'S COS INC
1.42%
UNION PACIFIC U
1.37%
AMERICAN EXPRESS
1.27%
DUKE ENERGY
1.27%
MOTOROLA SOLUTIONS
1.20%
PROLOGIS REIT
1.15%
MEDTRONIC PLC
1.14%
AMGEN-T
1.12%
JMOM
JOHNSON&JOHNSON
1.97%
NVIDIA
1.96%
ALPHABET INC-CL
1.91%
BROADCOM LIMITED
1.89%
APPLE
1.85%
WALMART INC
1.76%
BERKSHIRE HATHWAY
1.76%
META PLATFORMS
1.59%
MICROSOFT-T
1.59%
COSTCO WHOLESALE
1.51%
MICRON TECHNOLOGY
1.41%
NETFLIX
1.30%
ADVANCED MICRO DEVICES
1.21%
CATERPILLAR
1.19%
PALANTIR TECHNOLOGIES
1.14%
Frequently asked questions about ESUM and JMOM
How have the ESUM and JMOM ETFs performed in 2026?
As of April 27, 2026, ESUM is up 5.63% year-to-date (YTD), while JMOM has returned 9.9%. 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 +$13M in flows, compared to +$210M for JMOM.
Which ETF is more volatile: ESUM or JMOM?
Over the past year, ESUM had a volatility of 13.08%, while JMOM experienced 14.14%.
Which ETF is bigger: ESUM or JMOM?
As of April 27, 2026, ESUM holds $153.61 M in assets under management (AUM), while JMOM manages $2.14 B.
What sectors do the ESUM and JMOM ETFs invest in?
ESUM leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, JMOM focuses on Information Technology, Industrials and Financials.
What are the top holdings of the ESUM ETF and JMOM ETF?
ESUM top holdings include NVIDIA, BROADCOM LIMITED and EXXON. JMOM holds in its top three: JOHNSON&JOHNSON, NVIDIA and ALPHABET INC-CL.
Which ETF is more diversified: ESUM or JMOM?
ESUM holds 184 securities with 28.21% of its assets in the top 15. JMOM has 274 securities and a top 15 weight of 24.03%.
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