IWM vs ESSC

AIWM

BESSC

Measures won3–1IWM wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWM $12,637

Lowest cost0.03%VUG · $3 on $10k

Most income1.01%IWM · $101 on $10k

Smallest drop−11.1%IWM · worst fall in 1Y

Held in common18.6%IWM and ESSC

IWM

ESSC

iShares Russell 2000 ETF · $77.4BEventide Small Cap ETF · $34M

+19.4%3 years · per year$17,029 · […][…]

+4.8%5 years · per year$12,637 · […][…]

0.19%Expense ratio$19 · $49 on $10k · lower wins0.49%

1.01%12-mo yield$101 · $61 on $10k0.61%

−11.1%Worst dropSmaller wins−12.5%

18.7%VolatilityLower wins18.3%

3–1IWM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · ESSC

0.3%TWST0.8%

0.3%PCVX0.4%

0.3%PTGX0.6%

0.3%KYMR0.6%

Held in common18.6%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	−5.0%	+8.4%	+12.8%	new	new	−12.5%	$34M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	−5.0%	+8.4%	+12.8%	new	new	−12.5%	$34M

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

Cards for this view

IWM vs ESSC

IWM

iShares Russell 2000

$12,637

ESSC

Eventide Small Cap

[…]

MeasureIWMESSC

Fee0.19%0.49%

Cost on $10k a year$19$49

Yield1.01%0.61%

5 years, per year+4.8%[…]

3 years, per year+19.4%[…]

Worst drop · 1Y−11.1%−12.5%

Volatility · 1Y18.7%18.3%

3–1measures won
IWM first

18.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWM, ESSC, VUG

Today

18.6%most shared, IWM and ESSC

IWMESSCVUG

IWM—18.6%0.0%

ESSC18.6%—0.9%

VUG0.0%0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee