Compare · 2 funds side by side · dividends reinvested

ESSC and IWM

ESSCEventide×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

ESSC and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.3

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.58%+14.1%+17.1%[…][…]−12.5%17.6%$34M1.7

Rank among the two1st → 2ndFee, 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 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

IWM

iShares Russell 2000 ETF · $77.4B$13,509

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

ESSCMeasureIWM

+14.1%Year to dateJan 1 → Nov 4+16.2%

+17.1%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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

0.58%Trailing 12-mo yield$58 · $96 a year on $10k0.96%

−12.5%Worst dropSmaller is better−11.1%

17.6%VolatilityLower is calmer18.2%

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

2–4IWM 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 IWM: Top 5 Holdings

Today

ESSC

4.3%in top 5

IWM

in top 51.9%

ESSCStockIWM

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 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common18.4%

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

ESSC vs IWM Returns, Every Period

EventideESSC

+17.1%

past year

IWMiShares

+16.9%

past year

ESSCIWMFaded: behind in that period

1–1Level

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

ESSC vs IWM

YTD

EventideESSC

+14.1%

IWMiShares

+16.2%

+14.1%Year to date+16.2%

−12.5%Worst drop · 1Y−11.1%

17.6%Volatility · 1Y18.2%

0.6%Yield1.0%

$34.0MAssets$77.4B

3–1IWM wins

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

Cost, Income and Risk

Fees: ESSC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

ESSC0.49%$49

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

Yields: ESSC, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

ESSC0.58%$58

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

ESSC$58 − $49 = $9

KeptFee

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

Overlap: ESSC, IWM

Today

18.4%most shared, ESSC and IWM

ESSCIWM

ESSC—18.4%

IWM18.4%—

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

Return vs Bumpiness: 2 ETFs

+17.1%ESSC, at 17.6% volatility

ESSCWorst drop−12.5%17.6% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

IWMESSC

+16.2%Year to date+14.1%

1.0%Yield0.6%

+16.9%Past year+17.1%

0.19%Fee0.49%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

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

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 4, 2026