Compare · 3 funds side by side · dividends reinvested

ESSC, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

ESSC, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.58%+14.1%+17.1%[…][…]−12.5%17.6%$34M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ESSC 2025 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

$10,000 five years ago, dividends reinvested · they hold 18.2% in common

ESSCMeasureIJR

+14.1%Year to dateJan 1 → Nov 4+19.9%

+17.1%1 yearTotal return+22.7%

[…]3 years · per year$10,000 became […] · $16,979+19.3%

[…]5 years · per year$10,000 became […] · $13,920+6.8%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.58%Trailing 12-mo yield$58 · $120 a year on $10k1.20%

−12.5%Worst dropSmaller is better−9.7%

17.6%VolatilityLower is calmer15.8%

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

0–6IJR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESSC vs IJR: Top 5 Holdings

Today

ESSC

4.3%in top 5

IJR

in top 52.7%

ESSCStockIJR

0.9%AROCnot top 5

0.9%ESInot top 5

0.9%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

not top 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common18.2%

End-of-day Nov 4, 2026 · share of each fund

ESSC vs IJR Returns, Every Period

EventideESSC

+17.1%

past year

IJRiShares

+22.7%

past year

ESSCIJRFaded: behind in that period

0–2IJR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ESSC vs IJR

YTD

EventideESSC

+14.1%

IJRiShares

+19.9%

+14.1%Year to date+19.9%

−12.5%Worst drop · 1Y−9.7%

17.6%Volatility · 1Y15.8%

0.6%Yield1.2%

$34.0MAssets$108B

4–0IJR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

ESSC0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ESSC, IJR, VOO

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

VOO1.05%$105

ESSC0.58%$58

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VOO$105 − $3 = $102

ESSC$58 − $49 = $9

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ESSC, IJR, VOO

Today

18.2%most shared, ESSC and IJR

ESSCIJRVOO

ESSC—18.2%1.1%

IJR18.2%—0.0%

VOO1.1%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.7%IJR, at 15.8% volatility

VOOWorst drop−8.9%12.8% vol

IJRWorst drop−9.7%15.8% vol

ESSCWorst drop−12.5%17.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJRESSC

+19.9%Year to date+14.1%

1.2%Yield0.6%

+22.7%Past year+17.1%

0.06%Fee0.49%

4–0IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026