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ESUMvsSUSAETF Comparison

ETF 1

ESUM

Eventide US Market ETF

This fund is part of

US Multi-Factor

-0.38%

Full ESUM fund page

VS

ETF 2

SUSA

iShares ESG Optimized MSCI USA ETF

This fund is part of

US Large Cap

-0.42%

Full SUSA fund page

Eventide US Market ETF (ESUM) belongs to the US Multi-Factor segment. iShares ESG Optimized MSCI USA ETF (SUSA) is part of the US Large Cap segment. ESUM's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, SUSA's top sector exposures are Information Technology, Financials and Health Care. ESUM is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.25% for SUSA. ESUM is up 5.63% year-to-date (YTD) with +$13M in YTD flows. SUSA performs worse with 4.3% YTD performance, and -$113M in YTD flows. Run a side-by-side ETF comparison of ESUM and SUSA 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 SUSA 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 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ESUM SUSA	+10.80%+12.36%	+2.41%+1.91%	+5.63%+4.30%	+23.05%+28.79%	n/a+71.65%	n/a+66.69%
Flows	ESUM SUSA	+$6M-$7M	+$11M-$49M	+$13M-$113M	+$84M-$316M	--$1.35B	--$868M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ESUM SUSA	+15.39%+16.35%	+13.08%+13.02%	n/a+15.09%	n/a+17.46%
Max drawdown	ESUM SUSA	-8.02%-9.72%	-8.02%-9.72%	n/a-19.28%	n/a-28.25%
Max drawdown duration	ESUM SUSA	78d78d	78d78d	n/a204d	n/a769d

Trading data

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	ESUM	SUSA
Last sale 4/29/2026 at 1:30 PM		$143.98
Previous close 04/28/2026		$144.00
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 index

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

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	ESUM	SUSA
Last price	–	$143.98
1D performance	–	-0.01%
AuM	$153.61 M	$3.80 B
E/R	0.39%	0.25%

Characteristics

	ESUM	SUSA
Management strategy	Active	Passive
Provider	Eventide	iShares
Benchmark	-	MSCI USA Extended ESG Select Index
N° of holdings	179	159
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 18, 2024	January 24, 2005
ESG	Yes	Yes

More ESUM data on Trackinsight

More SUSA data on Trackinsight

Exposure

Countries

ESUM

USA

90.01%

Other

9.99%

SUSA

USA

94.12%

Other

5.88%

Sectors

ESUM

Information Techn.

31.91%

Industrials

12.61%

Financials

12.22%

Health Care

10.1%

Consumer Discreti.

7.15%

Other

26.01%

SUSA

Information Techn.

37.78%

Financials

10.35%

Health Care

9.41%

Industrials

8.41%

Communication Ser.

7.49%

Other

26.56%

Diversification

ESUM

Total weight of top 15 holdings out of 15

28.21%

SUSA

Total weight of top 15 holdings out of 15

38.02%

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%

SUSA

NVIDIA

7.64%

APPLE

5.52%

MICROSOFT-T

4.36%

ALPHABET INC-CL

3.18%

BROADCOM LIMITED

2.51%

ALPHABET INC-CL

2.48%

TESLA

1.76%

HARTFORD FINANCIAL SERVICES GRUP

1.68%

APPLIED MATERIAL

1.44%

MORGAN STANLEY

1.32%

LILLY

1.31%

GILEAD SCIENCES

1.31%

HOME DEPOT

1.26%

CUMMINS

1.18%

ECOLAB

1.09%

Frequently asked questions about ESUM and SUSA

How have the ESUM and SUSA ETFs performed in 2026?

As of April 27, 2026, ESUM is up 5.63% year-to-date (YTD), while SUSA has returned 4.3%. That puts ESUM better performer ahead so far this year.

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

Year-to-date, the ESUM ETF saw +$13M in flows, compared to -$113M for SUSA.

Which ETF is more volatile: ESUM or SUSA?

Over the past year, ESUM had a volatility of 13.08%, while SUSA experienced 13.02%.

Which ETF is bigger: ESUM or SUSA?

As of April 27, 2026, ESUM holds $153.61 M in assets under management (AUM), while SUSA manages $3.80 B.

What sectors do the ESUM and SUSA ETFs invest in?

ESUM leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, SUSA focuses on Information Technology, Financials and Health Care.

ESUMvsSUSAETF Comparison

Eventide US Market ETF

iShares ESG Optimized MSCI USA ETF

ESUM vs SUSA 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 SUSA ETFs performed in 2026?

As of April 27, 2026, ESUM is up 5.63% year-to-date (YTD), while SUSA has returned 4.3%. That puts ESUM better performer ahead so far this year.

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

Year-to-date, the ESUM ETF saw +$13M in flows, compared to -$113M for SUSA.

Which ETF is more volatile: ESUM or SUSA?

Over the past year, ESUM had a volatility of 13.08%, while SUSA experienced 13.02%.

Which ETF is bigger: ESUM or SUSA?

As of April 27, 2026, ESUM holds $153.61 M in assets under management (AUM), while SUSA manages $3.80 B.

What sectors do the ESUM and SUSA ETFs invest in?

ESUM leans toward sectors like Information Technology, Industrials and Financials. Meanwhile, SUSA focuses on Information Technology, Financials and Health Care.

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

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

Which ETF is more diversified: ESUM or SUSA?

ESUM holds 184 securities with 28.21% of its assets in the top 15. SUSA has 171 securities and a top 15 weight of 38.02%.

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