Compare · 3 funds side by side · dividends reinvested

ESSC, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

ESSC, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.0

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: ESSC 2025 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

ESSCMeasureSPY

+8.4%Year to dateJan 1 → Nov 5+8.3%

+12.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

0.61%Trailing 12-mo yield$61 · $103 a year on $10k1.03%

−12.5%Worst dropSmaller is better−8.9%

18.3%VolatilityLower is calmer13.6%

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

2–4SPY 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 SPY: Top 5 Holdings

Today

ESSC

4.1%in top 5

SPY

in top 527.7%

ESSCStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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 common1.1%

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

ESSC vs SPY Returns, Every Period

EventideESSC

+12.8%

past year

SPYSPDR

+9.7%

past year

ESSCSPYFaded: behind in that period

2–0ESSC wins

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

Stocks vs Core: ESSC vs IVV

YTD

EventideESSC

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

−12.5%Worst drop · 1Y−8.9%

18.3%Volatility · 1Y13.6%

0.6%Yield1.1%

$34.0MAssets$887B

3–0IVV wins

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

Cost, Income and Risk

Fees: ESSC, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ESSC0.49%$49

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

Yields: ESSC, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

ESSC0.61%$61

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

ESSC$61 − $49 = $12

KeptFee

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

Overlap: ESSC, SPY, IVV

Today

99.9%most shared, SPY and IVV

ESSCSPYIVV

ESSC—1.1%1.1%

SPY1.1%—99.9%

IVV1.1%99.9%—

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

Return vs Bumpiness: 3 ETFs

+12.8%ESSC, at 18.3% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

ESSCWorst drop−12.5%18.3% vol

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

Paid More vs Made More

YTD

IVVESSC

+8.4%Year to date+8.4%

1.1%Yield0.6%

+9.7%Past year+12.8%

0.03%Fee0.49%

2–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026