ESSC vs IJR

AESSC

BIJR

Measures won0–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common18.2%ESSC and IJR

ESSC

IJR

Eventide Small Cap ETF · $34MiShares Core S&P Small-Cap ETF · $108B

[…]3 years · per year[…] · $16,200+17.4%

[…]5 years · per year[…] · $13,136+5.6%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

0.61%12-mo yield$61 · $124 on $10k1.24%

−12.5%Worst dropSmaller wins−9.7%

18.3%VolatilityLower wins16.3%

0–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsESSC · IJR

0.6%PTGX0.5%

0.4%KMX0.4%

0.8%ESI0.4%

0.6%FTDR0.4%

Held in common18.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	AESSC	Eventide Small Cap ETFRead Desk		0.49%	0.61%	−5.0%	+8.4%	+12.8%	new	new	−12.5%	$34M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
2	AESSC	Eventide Small Cap ETFRead Desk		0.49%	0.61%	−5.0%	+8.4%	+12.8%	new	new	−12.5%	$34M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESSC vs IJR

ESSC

Eventide Small Cap

[…]

IJR

iShares Core S&P Small-Cap

$13,136

MeasureESSCIJR

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield0.61%1.24%

5 years, per year[…]+5.6%

3 years, per year[…]+17.4%

Worst drop · 1Y−12.5%−9.7%

Volatility · 1Y18.3%16.3%

4–0measures won
IJR first

18.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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

Overlap: ESSC, IJR

Today

18.2%most shared, ESSC and IJR

ESSCIJR

ESSC—18.2%

IJR18.2%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

ESSC$61 − $49 = $12

KeptFee

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