Compare · 3 funds side by side · dividends reinvested

ESSC, VB and IWF

ESSCEventide×VBVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

ESSC, VB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B1.3

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$34M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

ESSC

Eventide Small Cap ETF · $34M[…]

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

VBMeasureESSC

+15.3%Year to dateJan 1 → Nov 9+12.7%

+19.2%1 yearTotal return+18.5%

+18.8%3 years · per year$10,000 became $16,782 · […][…]

+6.2%5 years · per year$10,000 became $13,532 · […][…]

0.03%Expense ratio$3 · $49 a year on $10k · lower is better0.49%

1.24%Trailing 12-mo yield$124 · $59 a year on $10k0.59%

−9.0%Worst dropSmaller is better−12.5%

16.4%VolatilityLower is calmer18.4%

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

6–0VB wins

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

More Ways to See the Pairs

VB vs ESSC: Top 5 Holdings

Today

2.9%in top 5

ESSC

in top 54.1%

VBStockESSC

not top 5AROC0.9%

not top 5ESI0.8%

not top 5ASB0.8%

not top 5FNB0.8%

not top 5HIW0.8%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common15.0%

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

VB vs ESSC Returns, Every Period

VanguardVB

+19.2%

past year

ESSCEventide

+18.5%

past year

VBESSCFaded: behind in that period

2–0VB wins

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

VB vs ESSC

YTD

VanguardVB

+15.3%

ESSCEventide

+12.7%

+15.3%Year to date+12.7%

−9.0%Worst drop · 1Y−12.5%

16.4%Volatility · 1Y18.4%

1.2%Yield0.6%

$76.9BAssets$34.0M

4–0VB wins

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

Cost, Income and Risk

Fees: ESSC, VB, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWF0.18%$18

ESSC0.49%$49

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

Yields: ESSC, VB, IWF

1.24%highest, VB

FundTrailing yieldYield$10k

VB1.24%$124

ESSC0.59%$59

IWF0.38%$38

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

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IWF$38 − $18 = $20

ESSC$59 − $49 = $10

KeptFee

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

Overlap: ESSC, VB, IWF

Today

15.0%most shared, ESSC and VB

ESSCVBIWF

ESSC—15.0%1.4%

VB15.0%—3.9%

IWF1.4%3.9%—

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

Return vs Bumpiness: 3 ETFs

+19.2%VB, at 16.4% volatility

VBWorst drop−9.0%16.4% vol

ESSCWorst drop−12.5%18.4% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VBESSC

+15.3%Year to date+12.7%

1.2%Yield0.6%

+19.2%Past year+18.5%

0.03%Fee0.49%

4–0VB 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$61.4B

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%

$77.9BAssets$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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026