ESSC vs IWM

AESSC

BIWM

Measures won1–3IWM wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWF $16,499

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common18.4%ESSC and IWM

ESSC

IWM

Eventide Small Cap ETF · $34MiShares Russell 2000 ETF · $75.8B

[…]3 years · per year[…] · $17,832+21.3%

[…]5 years · per year[…] · $13,064+5.5%

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

0.59%12-mo yield$59 · $98 on $10k0.98%

−12.5%Worst dropSmaller wins−11.1%

17.6%VolatilityLower wins18.1%

1–3IWM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsESSC · IWM

0.8%TWST0.3%

0.6%PTGX0.3%

0.4%PCVX0.3%

0.5%IDCC0.3%

Held in common18.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
4	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+0.1%	+12.4%	+14.9%	new	new	−12.5%	$34M

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.98%	+0.2%	+14.4%	+14.8%	+21.3%	+5.5%	−11.1%	$75.8B
4	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+0.1%	+12.4%	+14.9%	new	new	−12.5%	$34M

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

Cards for this view

ESSC vs IWM

ESSC

Eventide Small Cap

[…]

IWM

iShares Russell 2000

$13,064

MeasureESSCIWM

Fee0.49%0.19%

Cost on $10k a year$49$19

Yield0.59%0.98%

5 years, per year[…]+5.5%

3 years, per year[…]+21.3%

Worst drop · 1Y−12.5%−11.1%

Volatility · 1Y17.6%18.1%

3–1measures won
IWM first

18.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

Overlap: ESSC, IWM, VTV, IWF

Today

18.4%most shared, ESSC and IWM

ESSCIWMVTVIWF

ESSC—18.4%1.5%1.4%

IWM18.4%—0.0%0.0%

VTV1.5%0.0%—12.2%

IWF1.4%0.0%12.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWM$98 − $19 = $79

IWF$37 − $18 = $19

ESSC$59 − $49 = $10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee