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ESIM - ETF AI Analysis

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ESIM

Eventide International ETF (ESIM)

Rating:57Neutral
Price Target:
ESIM, the Eventide International ETF, has a solid but not outstanding overall rating, mainly supported by strong holdings like TSM and ASML, which benefit from robust financial performance, positive earnings sentiment, and leadership in advanced technologies and AI. Other contributors such as ABB and Singapore Exchange add stability through healthy balance sheets and strategic growth initiatives, while weaker names like Rohm Co, which faces declining profitability and bearish momentum, drag on the fund’s quality. A key risk is the ETF’s notable exposure to semiconductor and electronics-related companies, which can increase volatility if that sector faces downturns or valuation pressures.
Positive Factors
Strong Leading Holdings
Several of the largest positions, including major chipmakers and energy companies, have shown strong gains, helping support the fund despite recent weakness.
Broad Country Diversification
The ETF spreads its investments across many countries such as the U.S., Japan, the UK, and others, which helps reduce the impact of problems in any single market.
Balanced Sector Mix
Holdings are spread across technology, industrials, financials, health care, and other sectors, which can help smooth returns when one industry is struggling.
Negative Factors
Recent Weak Performance
The fund has shown weak returns over the past month and year to date, which may concern investors looking for near-term momentum.
Relatively High Expense Ratio
The ETF charges a moderate-to-high fee, which can eat into returns over time compared with lower-cost index funds.
Small Asset Base
With a relatively low amount of money invested in the fund, investors may face higher trading spreads and a greater risk that the ETF could be closed in the future.

ESIM vs. SPDR S&P 500 ETF (SPY)

ESIM Summary

Eventide International ETF (ESIM) is an actively managed fund that invests in companies outside the U.S., aiming to give you broad global exposure rather than tracking a specific index. It holds businesses across many countries and sectors, including well-known names like TSMC and ASML in technology and manufacturing. Someone might consider ESIM to diversify beyond the U.S. market and seek long-term growth from a mix of international companies of all sizes. However, because it focuses on foreign stocks and is actively managed, its price can go up and down more than the overall market.
How much will it cost me?The Eventide International ETF (ESIM) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, requiring more research and oversight compared to passively managed funds that track an index.
What would affect this ETF?The Eventide International ETF (ESIM) could benefit from global economic growth, particularly in technology and industrial sectors, which make up a significant portion of its holdings. However, it may face challenges from geopolitical tensions, currency fluctuations, or slower growth in international markets. Additionally, changes in interest rates or regulatory policies in key regions could impact the performance of its top holdings, such as TSMC and ASML Holding.

ESIM Top 10 Holdings

ESIM is leaning heavily into non-U.S. tech, with chip giants like TSMC and ASML setting the tone. TSMC has been a powerful long-term engine but has cooled recently, while ASML’s steady climb keeps the semiconductor story intact. Smaller foundry player UMC and Japan’s Murata are rising briskly, giving the fund extra lift from Asia’s electronics supply chain. On the flip side, Rohm and Santos look more like dead weight, with weaker momentum. Overall, the ETF is a global ex-U.S. play, but its heartbeat is clearly international semiconductors and industrial tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC5.78%$1.01M$1.85T100.82%
81
Outperform
ASML Holding2.33%$406.25K$696.85B144.88%
81
Outperform
Singapore Exchange2.08%$362.53KS$23.83B62.56%
80
Outperform
Halma plc2.05%$357.78K£14.84B25.26%
78
Outperform
2.03%$353.46K
Mapletree Logistics2.01%$351.15KS$6.14B14.04%
59
Neutral
ABB Ltd1.99%$347.27KCHF146.07B71.89%
78
Outperform
Hannover Rueck1.98%$346.27K€27.85B-14.20%
74
Outperform
Venture1.96%$341.37KS$5.01B56.84%
74
Outperform
Sekisui House1.82%$318.17K¥2.09T-4.58%
74
Outperform

ESIM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.92
Positive
100DMA
27.09
Positive
200DMA
Market Momentum
MACD
0.33
Positive
RSI
58.84
Neutral
STOCH
33.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESIM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.89, equal to the 50-day MA of 27.92, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.33 indicates Positive momentum. The RSI at 58.84 is Neutral, neither overbought nor oversold. The STOCH value of 33.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESIM.

ESIM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$17.27M0.59%
57
Neutral
$41.08M1.09%
67
Neutral
$8.93M0.60%
64
Neutral
$6.62M0.55%
68
Neutral
$5.75M0.55%
61
Neutral
$369.81K0.45%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ESIM
Eventide International ETF
29.23
4.29
17.20%
AADR
AdvisorShares Dorsey Wright ADR ETF
VNIE
Vontobel International Equity Active ETF
PGRI
Putnam International Stock ETF
TINS
Templeton International Insights ETF
GAID
Guinness Atkinson International Dividend Builder ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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