ESSC vs IVV

AESSC

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common1.2%ESSC and IVV

ESSC

IVV

Eventide Small Cap ETF · $34MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.58%12-mo yield$58 · $109 on $10k1.09%

−12.5%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins12.9%

0–4IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESSC · IVV

0.1%SRE0.1%

0.4%DVN0.1%

0.3%FITB0.1%

0.2%NDAQ0.1%

Held in common1.2%

End-of-day Nov 4, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AESSC	Eventide Small Cap ETFRead Desk		0.49%	0.58%	+1.5%	+14.1%	+17.1%	new	new	−12.5%	$34M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	AESSC	Eventide Small Cap ETFRead Desk		0.49%	0.58%	+1.5%	+14.1%	+17.1%	new	new	−12.5%	$34M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESSC vs IVV

ESSC

Eventide Small Cap

[…]

IVV

iShares Core S&P 500

$18,118

MeasureESSCIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.58%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y17.6%12.9%

4–0measures won
IVV first

1.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: ESSC, IVV

Today

1.2%most shared, ESSC and IVV

ESSCIVV

ESSC—1.2%

IVV1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

ESSC$58 − $49 = $9

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee