Compare · 3 funds side by side · dividends reinvested

ESSC, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

ESSC, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B1.4

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+9.0%+12.2%[…][…]−12.5%18.3%$34M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: ESSC 2025 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

IWM

iShares Russell 2000 ETF · $75.4B$12,766

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

ESSCMeasureIWM

+9.0%Year to dateJan 1 → Nov 6+11.9%

+12.2%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.49%Expense ratio$49 · $19 a year on $10k · lower is better0.19%

0.61%Trailing 12-mo yield$61 · $100 a year on $10k1.00%

−12.5%Worst dropSmaller is better−11.1%

18.3%VolatilityLower is calmer18.7%

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

1–5IWM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESSC vs IWM: Top 5 Holdings

Today

ESSC

4.1%in top 5

IWM

in top 51.8%

ESSCStockIWM

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%AROCnot top 5

0.8%ESInot top 5

0.8%FNBnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common18.5%

End-of-day Nov 6, 2026 · share of each fund

ESSC vs IWM Returns, Every Period

EventideESSC

+12.2%

past year

IWMiShares

+13.0%

past year

ESSCIWMFaded: behind in that period

0–2IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ESSC vs IWM

YTD

EventideESSC

+9.0%

IWMiShares

+11.9%

+9.0%Year to date+11.9%

−12.5%Worst drop · 1Y−11.1%

18.3%Volatility · 1Y18.7%

0.6%Yield1.0%

$34.0MAssets$75.4B

3–1IWM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

ESSC0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ESSC, IWM, IWF

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

ESSC0.61%$61

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

IWF$39 − $18 = $21

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ESSC, IWM, IWF

Today

18.5%most shared, ESSC and IWM

ESSCIWMIWF

ESSC—18.5%1.4%

IWM18.5%—0.0%

IWF1.4%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

ESSCWorst drop−12.5%18.3% vol

IWMWorst drop−11.1%18.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWMESSC

+11.9%Year to date+9.0%

1.0%Yield0.6%

+13.0%Past year+12.2%

0.19%Fee0.49%

4–0IWM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026