ESSC vs VBR

AESSC

BVBR

Measures won0–4VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.80%VBR · $180 on $10k

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

Held in common10.5%ESSC and VBR

ESSC

VBR

Eventide Small Cap ETF · $34MVanguard Morningstar Small-Cap Value ETF · $35.1B

[…]3 years · per year[…] · $17,478+20.5%

[…]5 years · per year[…] · $15,249+8.8%

0.49%Expense ratio$49 · $5 on $10k · lower wins0.05%

0.59%12-mo yield$59 · $180 on $10k1.80%

−12.5%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.9%

0–4VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsESSC · VBR

0.5%NI0.4%

0.6%STLD0.3%

0.5%DTM0.3%

0.6%PNW0.3%

Held in common10.5%

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	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 VBR

ESSC

Eventide Small Cap

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureESSCVBR

Fee0.49%0.05%

Cost on $10k a year$49$5

Yield0.59%1.80%

5 years, per year[…]+8.8%

3 years, per year[…]+20.5%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y17.6%13.9%

4–0measures won
VBR first

10.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: ESSC, VBR

Today

10.5%most shared, ESSC and VBR

ESSCVBR

ESSC—10.5%

VBR10.5%—

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

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

ESSC$59 − $49 = $10

KeptFee

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