Compare · 2 funds side by side · dividends reinvested

ELCF and IWB

ELCFEventide×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 03

ELCF and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.0

Eventide Large Cap Focus ETFUS Stock Styles · Large cap0.75%0.00%[…][…][…][…][…][…]$490K2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ELCF 2026 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Large Cap Focus ETF · $490K[…]

ELCF

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 20.5% in common

ELCFMeasureIWB

[…]Year to dateJan 1 → Nov 3+11.3%

[…]1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.75%Expense ratio$75 · $15 a year on $10k · lower is better0.15%

0.00%Trailing 12-mo yield$0 · $92 a year on $10k0.92%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.8%

ELCFIWB Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2IWB wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ELCF vs IWB: Top 5 Holdings

Today

ELCF

25.5%in top 5

IWB

in top 525.2%

ELCFStockIWB

not top 5AAPL7.1%

7.1%NVDA6.8%

not top 5MSFT5.6%

5.3%RPRXnot top 5

4.6%LINnot top 5

4.6%AVGOnot top 5

4.0%TTnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.3%

Held in common20.5%

End-of-day Nov 3, 2026 · share of each fund

ELCF vs IWB Returns, Every Period

EventideELCF

[…]

past year

IWBiShares

+11.6%

past year

Returns […]

ELCFIWBFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ELCF vs IWB

YTD

EventideELCF

[…]

IWBiShares

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.8%

0.0%Yield0.9%

$490KAssets$47.8B

1–0IWB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ELCF, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

ELCF0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ELCF, IWB

0.92%highest, IWB

FundTrailing yieldYield$10k

IWB0.92%$92

ELCF0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

ELCF$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ELCF, IWB

Today

20.5%most shared, ELCF and IWB

ELCFIWB

ELCF—20.5%

IWB20.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.6%IWB, at 12.8% volatility

IWBWorst drop−8.9%12.8% vol

ELCFWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026