Compare · 3 funds side by side · dividends reinvested

ESSC, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

ESSC, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.1

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.58%+14.1%+17.1%[…][…]−12.5%17.6%$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 · VOO 2010

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

+14.1%Year to dateJan 1 → Nov 5+13.3%

+17.1%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

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

0.58%Trailing 12-mo yield$58 · $99 a year on $10k0.99%

−12.5%Worst dropSmaller is better−8.9%

17.6%VolatilityLower is calmer12.9%

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

+17.1%

past year

SPYSPDR

+13.4%

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 VOO

YTD

EventideESSC

+14.1%

VOOVanguard

+13.4%

+14.1%Year to date+13.4%

−12.5%Worst drop · 1Y−8.9%

17.6%Volatility · 1Y12.8%

0.6%Yield1.1%

$34.0MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: ESSC, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

ESSC0.49%$49

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

Yields: ESSC, SPY, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

SPY0.99%$99

ESSC0.58%$58

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPY$99 − $9 = $90

ESSC$58 − $49 = $9

KeptFee

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

Overlap: ESSC, SPY, VOO

Today

93.5%most shared, SPY and VOO

ESSCSPYVOO

ESSC—1.1%1.1%

SPY1.1%—93.5%

VOO1.1%93.5%—

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

VOOWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

ESSCWorst drop−12.5%17.6% vol

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

Paid More vs Made More

YTD

VOOESSC

+13.4%Year to date+14.1%

1.1%Yield0.6%

+13.5%Past year+17.1%

0.03%Fee0.49%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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