ESSC vs IWM

AESSC

BIWM

Measures won1–3IWM wins · of 6 · 5Y

$10,000 · 5Y$13,944VO · IWM $12,619

Lowest cost0.03%VO · $3 on $10k

Most income1.33%VO · $133 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common18.6%ESSC and IWM

Eventide Small Cap ETF · $34MiShares Russell 2000 ETF · $78.1B

[…]3 years · per year[…] · $16,985+19.3%

[…]5 years · per year[…] · $12,619+4.8%

0.49%Expense ratio$49 · $19 on $10k · lower wins0.19%

0.59%12-mo yield$59 · $96 on $10k0.96%

Cards for this view

ESSC

Eventide Small Cap

[…]

IWM

iShares Russell 2000

$12,619

MeasureESSCIWM

Fee0.49%0.19%

Cost on $10k a year$49$19

Yield0.59%0.96%

5 years, per year[…]+4.8%

3 years, per year[…]+19.3%

Worst drop · 1Y−12.5%−11.1%

Volatility · 1Y18.4%18.8%

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+0.9%	+15.8%	+17.2%	+19.3%	+4.8%	−11.1%	$78.1B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+1.0%	+12.8%	+16.7%	new	new	−12.5%	$34M

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+0.9%	+15.8%	+17.2%	+19.3%	+4.8%	−11.1%	$78.1B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+1.0%	+12.8%	+16.7%	new	new	−12.5%	$34M

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