Compare · 3 funds side by side · dividends reinvested

VO, ESSC and VUG

VOVanguard×ESSCEventide×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

VO, ESSC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.4

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+9.0%+12.2%[…][…]−12.5%18.3%$34M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: VO 2004 · ESSC 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

ESSC

Eventide Small Cap ETF · $34M[…]

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

VOMeasureESSC

+10.6%Year to dateJan 1 → Nov 6+9.0%

+11.6%1 yearTotal return+12.2%

+18.6%3 years · per year$10,000 became $16,701 · […][…]

+6.3%5 years · per year$10,000 became $13,590 · […][…]

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

1.39%Trailing 12-mo yield$139 · $61 a year on $10k0.61%

−8.2%Worst dropSmaller is better−12.5%

12.9%VolatilityLower is calmer18.3%

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

5–1VO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs ESSC: Top 5 Holdings

Today

5.3%in top 5

ESSC

in top 54.1%

VOStockESSC

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

not top 5RRC0.8%

not top 5ASB0.8%

not top 5AROC0.8%

not top 5ESI0.8%

not top 5FNB0.8%

Held in common4.0%

End-of-day Nov 6, 2026 · share of each fund

VO vs ESSC Returns, Every Period

VanguardVO

+11.6%

past year

ESSCEventide

+12.2%

past year

VOESSCFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VO vs ESSC

YTD

VanguardVO

+10.6%

ESSCEventide

+9.0%

+10.6%Year to date+9.0%

−8.2%Worst drop · 1Y−12.5%

12.9%Volatility · 1Y18.3%

1.4%Yield0.6%

$103BAssets$34.0M

4–0VO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, ESSC, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

ESSC0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VO, ESSC, VUG

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

ESSC0.61%$61

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VO, ESSC, VUG

Today

10.2%most shared, VO and VUG

VOESSCVUG

VO—4.0%10.2%

ESSC4.0%—0.9%

VUG10.2%0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.2%ESSC, at 18.3% volatility

VOWorst drop−8.2%12.9% vol

ESSCWorst drop−12.5%18.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VOESSC

+10.6%Year to date+9.0%

1.4%Yield0.6%

+11.6%Past year+12.2%

0.03%Fee0.49%

3–1VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026