ESSC vs IWF

AESSC

BIWF

Measures won3–1ESSC wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.58%ESSC · $58 on $10k

Smallest drop−12.5%ESSC · worst fall in 1Y

Held in common1.4%ESSC and IWF

ESSC

IWF

Eventide Small Cap ETF · $34MiShares Russell 1000 Growth ETF · $120B

[…]3 years · per year[…] · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.49%Expense ratio$49 · $18 on $10k · lower wins0.18%

0.58%12-mo yield$58 · $37 on $10k0.37%

−12.5%Worst dropSmaller wins−15.6%

17.6%VolatilityLower wins18.3%

3–1ESSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsESSC · IWF

0.3%CIEN0.1%

0.5%RVMD0.1%

0.1%AXON0.1%

0.2%CRDO0.1%

Held in common1.4%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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 IWF

ESSC

Eventide Small Cap

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureESSCIWF

Fee0.49%0.18%

Cost on $10k a year$49$18

Yield0.58%0.37%

5 years, per year[…]+10.6%

3 years, per year[…]+22.3%

Worst drop · 1Y−12.5%−15.6%

Volatility · 1Y17.6%18.3%

3–1measures won
ESSC first

1.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ESSC, IWF

Today

1.4%most shared, ESSC and IWF

ESSCIWF

ESSC—1.4%

IWF1.4%—

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

ESSC$58 − $49 = $9

KeptFee

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