tiprankstipranks
Advertisement

ESIM - ETF AI Analysis

Compare

Top Page

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 Recent Performance
The ETF has delivered strong returns so far this year and over the last few months, showing solid recent momentum.
Leading Growth Holdings
Top positions like TSMC, ASML, and other key names have shown strong gains, helping drive the fund’s overall performance.
Broad International Diversification
Holdings spread across many countries and sectors help reduce the impact of weakness in any single market or industry.
Negative Factors
Moderately High Expense Ratio
The fund’s fee is higher than many low-cost index ETFs, which can slightly reduce long-term returns.
Concentration in Technology and the U.S.
A large tilt toward technology stocks and meaningful exposure to the U.S. market can make the fund more sensitive to downturns in those areas.
Some Lagging Top Holdings
A few notable positions, such as Hannover Rueck and Sekisui House, have shown weaker performance, which can drag on overall results if the trend continues.

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 international stock exposure without tracking a specific index. It spreads money across many countries and sectors, with a focus on technology and industrial businesses. Well-known holdings include chip maker TSMC and semiconductor equipment leader ASML Holding. Someone might invest in ESIM to diversify beyond the U.S. market and tap into global growth opportunities. A key risk is that international stocks can be volatile and may go up or down sharply with global market and currency swings.
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 leans heavily into international growth stories, with chip giants TSMC and ASML doing most of the heavy lifting as their shares keep rising on the back of global demand for advanced semiconductors. Industrial name ABB is also pulling its weight, adding steady momentum as it streamlines operations. On the other side of the ledger, insurers like Hannover Rueck and Japanese homebuilder Sekisui House have been lagging, acting as mild brakes on performance. With a clear tilt toward non-U.S. tech and industrials across Europe and Asia, this ETF is very much a global ex-U.S. play.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
TSMC6.03%$1.08M$1.98T98.28%
81
Outperform
ASML Holding2.23%$397.87K$714.60B120.03%
81
Outperform
Singapore Exchange2.16%$384.40KS$25.75B68.78%
80
Outperform
ABB Ltd2.05%$365.87Kkr1.88T77.35%
78
Outperform
Hannover Rueck2.05%$364.63K€29.45B-7.98%
74
Outperform
2.02%$359.73K
Halma plc2.00%$356.95K£15.16B21.46%
78
Outperform
Mapletree Logistics1.95%$348.28KS$6.25B25.00%
59
Neutral
Sekisui House1.89%$336.49K¥2.21T3.95%
74
Outperform
Venture1.83%$326.74KS$4.91B52.73%
74
Outperform

ESIM Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
28.56
Positive
100DMA
27.32
Positive
200DMA
Market Momentum
MACD
0.25
Positive
RSI
51.31
Neutral
STOCH
40.79
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESIM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.26, equal to the 50-day MA of 28.56, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.25 indicates Positive momentum. The RSI at 51.31 is Neutral, neither overbought nor oversold. The STOCH value of 40.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ESIM.

ESIM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$17.85M0.59%
57
Neutral
$41.22M1.09%
67
Neutral
$10.39M0.30%
67
Neutral
$9.23M0.60%
64
Neutral
$6.78M0.55%
68
Neutral
$5.82M0.55%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ESIM
Eventide International ETF
29.19
4.49
18.18%
AADR
AdvisorShares Dorsey Wright ADR ETF
GIEQ
Goldman Sachs Data Enhanced International Equity ETF
VNIE
Vontobel International Equity Active ETF
PGRI
Putnam International Stock ETF
TINS
Templeton International Insights 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: ―
Table of Contents
Advertisement