Compare · 3 funds side by side · dividends reinvested

ESSC, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

ESSC, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$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 9, 2026 · returns include dividends · since: ESSC 2025 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

ESSCMeasureVOO

+12.7%Year to dateJan 1 → Nov 9+11.3%

+18.5%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

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

0.59%Trailing 12-mo yield$59 · $107 a year on $10k1.07%

−12.5%Worst dropSmaller is better−8.9%

18.4%VolatilityLower is calmer13.7%

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

2–4VOO 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 VOO: Top 5 Holdings

Today

ESSC

4.1%in top 5

VOO

in top 528.3%

ESSCStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 common1.1%

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

ESSC vs VOO Returns, Every Period

EventideESSC

+18.5%

past year

VOOVanguard

+13.6%

past year

ESSCVOOFaded: behind in that period

2–0ESSC wins

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

Stocks vs Core: ESSC vs IVV

YTD

EventideESSC

+12.7%

IVViShares

+11.3%

+12.7%Year to date+11.3%

−12.5%Worst drop · 1Y−8.9%

18.4%Volatility · 1Y13.8%

0.6%Yield1.1%

$34.0MAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: ESSC, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ESSC0.49%$49

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

Yields: ESSC, VOO, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

VOO1.07%$107

ESSC0.59%$59

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

ESSC$59 − $49 = $10

KeptFee

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

Overlap: ESSC, VOO, IVV

Today

92.7%most shared, VOO and IVV

ESSCVOOIVV

ESSC—1.1%1.1%

VOO1.1%—92.7%

IVV1.1%92.7%—

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

Return vs Bumpiness: 3 ETFs

+18.5%ESSC, at 18.4% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

ESSCWorst drop−12.5%18.4% vol

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

Paid More vs Made More

YTD

IVVESSC

+11.3%Year to date+12.7%

1.1%Yield0.6%

+13.6%Past year+18.5%

0.03%Fee0.49%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026