ESSC vs SCHD

AESSC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.2%ESSC and SCHD

Eventide Small Cap ETF · $34MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

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

0.60%12-mo yield$60 · $293 on $10k2.93%

Cards for this view

ESSC

Eventide Small Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureESSCSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield0.60%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y18.5%11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.60%	−1.6%	+11.1%	+14.6%	new	new	−12.5%	$34M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.60%	−1.6%	+11.1%	+14.6%	new	new	−12.5%	$34M

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