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ESUM - ETF AI Analysis
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Eventide Us Market Etf (ESUM)
Rating:70Outperform
Price Target:―
Positive Factors
Healthy Mix of Leading Companies
Many of the top holdings are large, well-known U.S. companies with generally solid recent performance, which can support the fund’s overall returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, financials, industrials, consumer, and health care, which helps reduce the impact if one area of the market struggles.
Moderate Expense Ratio
The fund’s fee level is moderate for an actively managed, specialized U.S. equity ETF, so costs are not excessively eating into investor returns.
Negative Factors
Recent Short-Term Weakness
The ETF has shown slightly negative performance over the last three months, indicating some recent pressure on returns.
Heavy U.S. Concentration
With almost all assets in U.S. stocks and very little overseas exposure, investors are highly exposed to the U.S. market and economy.
Tech-Heavy Portfolio
A large tilt toward technology stocks means the fund could be more sensitive to swings in the tech sector, especially since some major tech holdings have recently been weak.
ESUM vs. SPDR S&P 500 ETF (SPY)
AUM139.54M
RegionNorth America
Expense Ratio0.39%
Beta0.90
IssuerEventide
Inception DateDec 17, 2024
Dividend Yield0.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,110
30 Day Avg. Volume26,430
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering200
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESUM Summary
The Eventide US Market ETF (ESUM) is an exchange-traded fund that aims to cover almost the entire U.S. stock market, from large, well-known companies to smaller, fast-growing ones. It invests across many sectors, with a big focus on technology, and follows an ethical investing approach rather than tracking a traditional index. Well-known holdings include Nvidia and Exxon Mobil. Someone might invest in this ETF for broad diversification in U.S. stocks with an added values-based tilt. A key risk is that it is heavily exposed to the stock market and tech sector, so its price can rise and fall significantly.
How much will it cost me?The Eventide US Market ETF (EUSM) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, aiming to provide ethical and diversified exposure to the U.S. stock market. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The Eventide US Market ETF (EUSM) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially if innovation and demand for tech products continue to rise. However, it may face challenges if interest rates increase, as this can negatively impact growth-oriented sectors like technology and consumer cyclical. Additionally, broader economic conditions in the U.S., such as a potential recession or regulatory changes, could influence the performance of its diverse portfolio.
ESUM Top 10 Holdings
This U.S.-only fund leans heavily into technology, with chip names telling two very different stories. Lam Research and KLA are powering ahead, riding the AI and semiconductor equipment wave, while Nvidia and Broadcom look a bit tired after earlier surges, adding more sizzle than steady lift lately. On the cyclical side, Lowe’s, Home Depot, and Caterpillar are quietly pulling their weight as the economy holds up, and Exxon Mobil adds an energy kicker. Overall, performance is driven by a tech-and-industrials core, with a few lagging giants keeping returns in check.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.28% | $10.05M | $4.64T | 59.18% | 76 Outperform | |
| Broadcom | 2.70% | $3.73M | $1.57T | 49.47% | 76 Outperform | |
| Exxon Mobil | 1.95% | $2.69M | $596.31B | 31.53% | 74 Outperform | |
| Home Depot | 1.78% | $2.46M | $372.91B | -9.75% | 66 Neutral | |
| Eli Lilly & Co | 1.55% | $2.15M | $980.50B | 26.27% | 72 Outperform | |
| Lowe's | 1.53% | $2.12M | $149.81B | 2.54% | 69 Neutral | |
| Caterpillar | 1.44% | $1.99M | $307.63B | 76.98% | 76 Outperform | |
| American Express | 1.41% | $1.95M | $242.59B | 12.93% | 80 Outperform | |
| Medtronic | 1.29% | $1.78M | $132.00B | 11.21% | 80 Outperform | |
| Linde | 1.27% | $1.76M | $213.38B | 2.43% | 66 Neutral |
ESUM Technical Analysis
Neutral
―
Price Trends
27.22
Positive
27.17
Positive
26.24
Positive
Market Momentum
0.12
Positive
49.83
Neutral
70.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESUM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.57, equal to the 50-day MA of 27.22, and equal to the 200-day MA of 26.24, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 49.83 is Neutral, neither overbought nor oversold. The STOCH value of 70.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ESUM.
ESUM Peer Comparison
Comparison Results
Performance Comparison
ESUM
Eventide Us Market Etf
27.48
2.80
11.35%
SYLD
Cambria Shareholder Yield ETF
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―
―
PLDR
Putnam Sustainable Leaders ETF
―
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―
ABFL
Fcf Us Quality Etf
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―
BGDV
Bahl & Gaynor Dividend ETF
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―
XCHG
AB US Equity ETF
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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.
Disclaimer
This 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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