Compare · 3 funds side by side · dividends reinvested

ESSC, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

ESSC, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B1.5

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$34M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: ESSC 2025 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

ESSCMeasureVUG

+12.7%Year to dateJan 1 → Nov 9+4.2%

+18.5%1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.59%Trailing 12-mo yield$59 · $41 a year on $10k0.41%

−12.5%Worst dropSmaller is better−15.1%

18.4%VolatilityLower is calmer19.1%

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

5–1ESSC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESSC vs VUG: Top 5 Holdings

Today

ESSC

4.1%in top 5

VUG

in top 545.2%

ESSCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.9%AROCnot top 5

0.8%ESInot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

0.8%HIWnot top 5

Held in common0.9%

End-of-day Nov 9, 2026 · share of each fund

ESSC vs VUG Returns, Every Period

EventideESSC

+18.5%

past year

VUGVanguard

+4.7%

past year

ESSCVUGFaded: behind in that period

2–0ESSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ESSC vs IWM

YTD

EventideESSC

+12.7%

IWMiShares

+15.5%

+12.7%Year to date+15.5%

−12.5%Worst drop · 1Y−11.1%

18.4%Volatility · 1Y18.8%

0.6%Yield1.0%

$34.0MAssets$76.6B

3–1IWM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

ESSC0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ESSC, IWM, VUG

0.97%highest, IWM

FundTrailing yieldYield$10k

IWM0.97%$97

ESSC0.59%$59

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

VUG$41 − $3 = $38

ESSC$59 − $49 = $10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ESSC, IWM, VUG

Today

18.5%most shared, ESSC and IWM

ESSCIWMVUG

ESSC—18.5%0.9%

IWM18.5%—0.0%

VUG0.9%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.7%IWM, at 18.8% volatility

ESSCWorst drop−12.5%18.4% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWMESSC

+15.5%Year to date+12.7%

1.0%Yield0.6%

+18.7%Past year+18.5%

0.19%Fee0.49%

4–0IWM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026