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ESUMvsRECSETF Comparison

ETF 1

ESUM

Eventide US Market ETF

This fund is part of

US Multi-Factor

+0.05%

Full ESUM fund page

VS

ETF 2

RECS

Columbia Research Enhanced Core ETF

This fund is part of

US Multi-Factor

+0.05%

Full RECS fund page

Eventide US Market ETF (ESUM) and Columbia Research Enhanced Core ETF (RECS) belong to the same industry segment: US Multi-Factor. ESUM's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, RECS's top sector exposures are Information Technology, Financials and Consumer Discretionary. ESUM is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.15% for RECS. ESUM is up 4.59% year-to-date (YTD) with +$13M in YTD flows. RECS performs worse with 3.02% YTD performance, and +$478M in YTD flows. Run a side-by-side ETF comparison of ESUM and RECS 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 RECS performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ESUM RECS	+10.14%+10.91%	+1.30%+1.41%	+4.59%+3.02%	+21.83%+30.90%	n/a+77.06%	n/a+90.60%
Flows	ESUM RECS	+$6M+$135M	+$11M+$260M	+$13M+$478M	+$84M+$2.11B	-+$4.36B	-+$4.40B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ESUM RECS	+15.53%+14.89%	+13.10%+12.37%	n/a+14.58%	n/a+16.66%
Max drawdown	ESUM RECS	-8.02%-8.79%	-8.02%-8.79%	n/a-18.49%	n/a-22.06%
Max drawdown duration	ESUM RECS	78d66d	78d66d	n/a126d	n/a573d

Trading data

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	ESUM	RECS
Last sale 4/30/2026 at 1:30 PM		$42.14
Previous close 04/29/2026		$41.91
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of April 28, 2026

1-year trailing difference

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ESUM

is actively managed and doesn’t replicate an index

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	ESUM	RECS
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/30/2026 at 1:30 PM

Live

Closed

	ESUM	RECS
Last price	–	$42.14
1D performance	–	+0.55%
AuM	$152.09 M	$5.40 B
E/R	0.39%	0.15%

Characteristics

	ESUM	RECS
Management strategy	Active	Passive
Provider	Eventide	Columbia Threadneedle Investments
Benchmark	-	Beta Advantage Research Enhanced U.S. Equity Index
N° of holdings	179	332
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 18, 2024	September 25, 2019
ESG	Yes	No

More ESUM data on Trackinsight

More RECS data on Trackinsight

Exposure

Countries

ESUM

USA

90.01%

Other

9.99%

RECS

USA

92.75%

Other

7.25%

Sectors

ESUM

Information Techn.

31.91%

Industrials

12.61%

Financials

12.22%

Health Care

10.1%

Consumer Discreti.

7.15%

Other

26.01%

RECS

Information Techn.

30%

Financials

11.82%

Consumer Discreti.

10.81%

Health Care

10.21%

Communication Ser.

7.97%

Industrials

7.74%

Other

21.45%

Diversification

ESUM

Total weight of top 15 holdings out of 15

28.21%

RECS

Total weight of top 15 holdings out of 15

44.33%

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%

IE000S9YS762

1.45%

LILLY

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%

RECS

NVIDIA

8.52%

APPLE

8.48%

MICROSOFT-T

6.18%

ALPHABET INC-CL

2.79%

META PLATFORMS

2.45%

PROCTERGAMBLE

2.36%

EXXON

2.19%

ALPHABET INC-CL

1.77%

WELLS FARGO

1.73%

BOOKING HOLDINGS

1.63%

CITIGROUP

1.37%

PFIZER

1.33%

MORGAN STANLEY

1.27%

CHEVRON TEXACO

1.18%

CHARLES SCHWAB

1.08%

Frequently asked questions about ESUM and RECS

How have the ESUM and RECS ETFs performed in 2026?

As of April 28, 2026, ESUM is up 4.59% year-to-date (YTD), while RECS has returned 3.02%. That puts ESUM better performer ahead so far this year.

Which ETF is attracting more investor money: ESUM or RECS?

Year-to-date, the ESUM ETF saw +$13M in flows, compared to +$478M for RECS.

Which ETF is more volatile: ESUM or RECS?

Over the past year, ESUM had a volatility of 13.1%, while RECS experienced 12.37%.

Which ETF is bigger: ESUM or RECS?

As of April 28, 2026, ESUM holds $152.09 M in assets under management (AUM), while RECS manages $5.40 B.

What sectors do the ESUM and RECS ETFs invest in?

ESUM leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, RECS focuses on Information Technology, Financials and Consumer Discretionary.

ESUMvsRECSETF Comparison

Eventide US Market ETF

Columbia Research Enhanced Core ETF

ESUM vs RECS performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the ESUM and RECS ETFs performed in 2026?

As of April 28, 2026, ESUM is up 4.59% year-to-date (YTD), while RECS has returned 3.02%. That puts ESUM better performer ahead so far this year.

Which ETF is attracting more investor money: ESUM or RECS?

Year-to-date, the ESUM ETF saw +$13M in flows, compared to +$478M for RECS.

Which ETF is more volatile: ESUM or RECS?

Over the past year, ESUM had a volatility of 13.1%, while RECS experienced 12.37%.

Which ETF is bigger: ESUM or RECS?

As of April 28, 2026, ESUM holds $152.09 M in assets under management (AUM), while RECS manages $5.40 B.

What sectors do the ESUM and RECS ETFs invest in?

ESUM leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, RECS focuses on Information Technology, Financials and Consumer Discretionary.

What are the top holdings of the ESUM ETF and RECS ETF?

ESUM top holdings include NVIDIA, BROADCOM LIMITED and EXXON. RECS holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: ESUM or RECS?

ESUM holds 184 securities with 28.21% of its assets in the top 15. RECS has 338 securities and a top 15 weight of 44.33%.

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