ESUM vs TACU

ESUMBEventide US Market ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

ESUM Eventide runs its values screen across the whole US market, not just the blue chips: an active portfolio measured against the Bloomberg U.S. 3000, at 0.39% when the typical active US stock fund charges far more.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

ESUM The Fund seeks long-term capital appreciation by investing in a portfolio of U.S. equity securities selected under the adviser’s values-based screening process.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

• ESUM Costs 0.39% a year, well under the 0.65% median for active US equity funds. Cheap for a stockpicker, let alone one running a custom screen.
• The portfolio sticks closely to the values-based mandate in its prospectus, and spreads risk widely rather than betting the fund on a few names.
• Benchmarked to the Bloomberg U.S. 3000, so small and mid caps sit inside the opportunity set, not just megacap America.
• Sits in the upper tier of our active US equity group, an unusual place for a fund this young. It also pays out quarterly.

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

• ESUM Launched in December 2024. The record is short, so any read on how it handles rough markets rests on limited history.
• Systematic core rivals undercut it on fee: DFAU at 0.12%, AVLC at 0.15%, DFAC at 0.17%. The values screen is what the extra buys.
• A smaller fund that trades lightly, so bid-ask spreads can run wider than in the category's giants and execution matters more at the point of trade.

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full ESUM profile⁠

Full TACU profile⁠