Compare · 2 funds side by side · dividends reinvested

IVV and ESSC

IVViShares×ESSCEventide×

Versus in desk

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

02 / 04

IVV and ESSC, 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%$887B1.3

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$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 5, 2026 · returns include dividends · since: IVV 2000 · ESSC 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

ESSC

Eventide Small Cap ETF · $34M[…]

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

IVVMeasureESSC

+8.4%Year to dateJan 1 → Nov 5+8.4%

+9.7%1 yearTotal return+12.8%

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

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

1.14%Trailing 12-mo yield$114 · $61 a year on $10k0.61%

−8.9%Worst dropSmaller is better−12.5%

13.6%VolatilityLower is calmer18.3%

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

4–1IVV wins

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

More Ways to See the Pairs

IVV vs ESSC: Top 5 Holdings

Today

IVV

27.7%in top 5

ESSC

in top 54.1%

IVVStockESSC

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5ESI0.8%

not top 5AROC0.8%

not top 5RRC0.8%

not top 5ASB0.8%

not top 5FNB0.8%

Held in common1.1%

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

IVV vs ESSC Returns, Every Period

iSharesIVV

+9.7%

past year

ESSCEventide

+12.8%

past year

IVVESSCFaded: behind in that period

0–1ESSC wins

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

Core vs Stocks: IVV vs ESSC

YTD

iSharesIVV

+8.4%

ESSCEventide

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−12.5%

13.6%Volatility · 1Y18.3%

1.1%Yield0.6%

$887BAssets$34.0M

3–0IVV wins

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

Cost, Income and Risk

Fees: IVV, ESSC

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

ESSC0.49%$49

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

Yields: IVV, ESSC

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

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

ESSC$61 − $49 = $12

KeptFee

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

Overlap: IVV, ESSC

Today

1.1%most shared, IVV and ESSC

IVVESSC

IVV—1.1%

ESSC1.1%—

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

Return vs Bumpiness: 2 ETFs

+12.8%ESSC, at 18.3% volatility

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 Two

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