ESUM ETF

ESUM ETF
$30.38
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Returns Overview

1 Month
-2.39%
3 Months
-1.34%
6 Months
+15.56%
YTD
+11.51%
1 Year
+11.47%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ESUM have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 Total Return Index(BTRI)
This ETF (YTD)
+11.51%
Peer Avg (YTD)
+7.91%
vs Peers
+3.59%

ESUM ETF Performance

ESUM performance across multiple time periods: 1-month -2.39%, YTD 11.51%, 1-year 11.47%.

ESUM returns outperform the peer average of 7.91% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this ETF.

ESUM vs another fund shows side-by-side returns. ESUM alternatives are available in the ETF Screener.

Compare ESUM

ESUM vs SPYESUM vs QQQESUM vs VOOESUM vs VTIESUM vs IVVESUM vs SCHDESUM vs VYMESUM vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-2.39%N/A
3 Months-1.34%N/A
6 Months+15.56%N/A
1 Year+11.47%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized