ITDHvsESUMETF Comparison
VS
iShares LifePath Target Date 2060 ETF (ITDH) belongs to the Multi-Asset: Other segment. Eventide US Market ETF (ESUM) is part of the US Multi-Factor segment. ITDH's top 3 sector exposures are Technology, Finance and Industrials. In contrast, ESUM's top sector exposures are Technology, Finance and Healthcare. ITDH is less expensive with a Total Expense Ratio (TER) of 0.12%, versus 0.39% for ESUM. ITDH is up 14.13% year-to-date (YTD) with +$18M in YTD flows. ESUM performs worse with 12.01% YTD performance, and +$42M in YTD flows. Run a side-by-side ETF comparison of ITDH and ESUM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
ITDH vs ESUM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ITDH ESUM | -0.61%-3.55% | +3.20%+3.93% | +14.13%+12.01% | +18.86%+12.48% | n/an/a | n/an/a |
| Flows | ITDH ESUM | +$4M+$6M | +$8M+$20M | +$18M+$42M | +$22M+$62M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ITDH ESUM | +12.48%+13.42% | +13.94%+13.80% | n/an/a | n/an/a |
| Max drawdown | ITDH ESUM | -3.46%-5.53% | -9.64%-8.02% | n/an/a | n/an/a |
| Max drawdown duration | ITDH ESUM | 28d28d | 49d78d | n/an/a | n/an/a |
Trading data
ITDH | ESUM | |
Last sale 9/11/2026 at 1:30 PM | $42.93 | |
| Previous close 09/10/2026 | $42.56 | |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
ITDH | ESUM | |
|---|---|---|
| Last price | $42.93 | – |
| 1D performance | +0.87% | – |
| AuM | $44.64 M | $191.07 M |
| E/R | 0.12% | 0.39% |
Advertisement
Exposure
Countries
ITDH
USA
60.66%
Other
39.34%
ESUM
USA
93.24%
Other
6.76%
Sectors
ITDH
Technology
31.82%
Finance
20.68%
Industrials
10.1%
Healthcare
8.59%
Consumer Non-Cycl.
7.84%
Other
20.96%
ESUM
Technology
37.18%
Finance
17.07%
Healthcare
10.86%
Industrials
9.09%
Other
25.79%
Advertisement
Diversification
ITDH
Total weight of top 15 holdings out of 15
23.74%
ESUM
Total weight of top 15 holdings out of 15
28.21%
Top 15 holdings
Data as of July 31, 2026
ITDH
Apple, Inc.
3.97%
NVIDIA Corp.
3.75%
Microsoft Corp.
2.76%
Amazon.com, Inc.
1.88%
Alphabet, Inc.
1.60%
Taiwan Semiconductor Manufacturing Co., Ltd.
1.49%
Broadcom Inc.
1.49%
Alphabet, Inc.
1.31%
Meta Platforms, Inc.
0.98%
Micron Technology, Inc.
0.81%
Berkshire Hathaway, Inc.
0.78%
JPMorgan Chase & Co.
0.77%
Eli Lilly & Co.
0.76%
Tesla, Inc.
0.74%
Advanced Micro Devices, Inc.
0.65%
ESUM
NVIDIA Corp.
7.04%
Broadcom Inc.
2.83%
ExxonMobil Holdings Corp.
1.93%
Micron Technology, Inc.
1.70%
Advanced Micro Devices, Inc.
1.66%
Automatic Data Processing, Inc.
1.58%
Eli Lilly & Co.
1.58%
The Home Depot, Inc.
1.46%
Union Pacific Corp.
1.38%
American Express Co.
1.29%
Linde Plc
1.23%
Prologis, Inc.
1.21%
Lam Research Corp.
1.15%
Lowe's Companies, Inc.
1.11%
Amgen, Inc.
1.06%
Frequently asked questions about ITDH and ESUM
How have the ITDH and ESUM ETFs performed in 2026?
As of September 11, 2026, ITDH is up 14.13% year-to-date (YTD), while ESUM has returned 12.01%. That puts ITDH better performer ahead so far this year.
Which ETF is attracting more investor money: ITDH or ESUM?
Year-to-date, the ITDH ETF saw +$18M in flows, compared to +$42M for ESUM.
Which ETF is more volatile: ITDH or ESUM?
Over the past year, ITDH had a volatility of 13.94%, while ESUM experienced 13.8%.
Which ETF is bigger: ITDH or ESUM?
As of September 11, 2026, ITDH holds $44.64 M in assets under management (AUM), while ESUM manages $191.07 M.
What sectors do the ITDH and ESUM ETFs invest in?
ITDH leans toward sectors like Technology, Finance and Industrials. Meanwhile, ESUM focuses on Technology, Finance and Healthcare.
What are the top holdings of the ITDH ETF and ESUM ETF?
ITDH top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. ESUM holds in its top three: NVIDIA Corp., Broadcom Inc. and ExxonMobil Holdings Corp..
Which ETF is more diversified: ITDH or ESUM?
ITDH holds 11892 securities with 23.74% of its assets in the top 15. ESUM has 204 securities and a top 15 weight of 28.21%.
Advertisement
Latest news about ITDH & ESUM
How to Pick the Right ETF for Your Self-Directed Retirement Account
September 4, 2024
ITDH
A Close Look at Blackrock's New iShares Lifepath Target-Date ETFs
December 8, 2023
ITDH
Advertisement
Advertisement
