Compare · 3 funds side by side · dividends reinvested

ESSC, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

ESSC, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.58%+14.1%+17.1%[…][…]−12.5%17.6%$34M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: ESSC 2025 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

ESSCMeasureIWF

+14.1%Year to dateJan 1 → Nov 5−0.1%

+17.1%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.49%Expense ratio$49 · $18 a year on $10k · lower is better0.18%

0.58%Trailing 12-mo yield$58 · $37 a year on $10k0.37%

−12.5%Worst dropSmaller is better−15.6%

17.6%VolatilityLower is calmer18.3%

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

5–1ESSC wins

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

More Ways to See the Pairs

ESSC vs IWF: Top 5 Holdings

Today

ESSC

4.1%in top 5

IWF

in top 539.6%

ESSCStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

0.8%ESInot top 5

0.8%AROCnot top 5

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

Held in common1.4%

End-of-day Nov 5, 2026 · share of each fund

ESSC vs IWF Returns, Every Period

EventideESSC

+17.1%

past year

IWFiShares

−3.0%

past year

ESSCIWFFaded: behind in that period

2–0ESSC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ESSC vs VUG

YTD

EventideESSC

+14.1%

VUGVanguard

+6.3%

+14.1%Year to date+6.3%

−12.5%Worst drop · 1Y−16.1%

17.6%Volatility · 1Y18.2%

0.6%Yield0.4%

$34.0MAssets$233B

4–0ESSC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ESSC0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESSC, IWF, VUG

0.58%highest, ESSC

FundTrailing yieldYield$10k

ESSC0.58%$58

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

ESSC$58 − $49 = $9

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ESSC, IWF, VUG

Today

78.0%most shared, IWF and VUG

ESSCIWFVUG

ESSC—1.4%0.9%

IWF1.4%—78.0%

VUG0.9%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.1%ESSC, at 17.6% volatility

ESSCWorst drop−12.5%17.6% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ESSCVUG

+14.1%Year to date+6.3%

0.6%Yield0.4%

+17.1%Past year+3.4%

0.49%Fee0.03%

3–1ESSC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 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 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026