IJR vs ESSC
YTDYear to date
IJR wins+6.0 pts
Past year
IJR wins+6.4 pts
Fee
IJR winslower fee
Yield
IJR wins+0.6 pts
AUM
IJR3121.0× more
4–0IJR wins
IJR and ESSC · year-to-date · as of Nov 4, 2026 · AUM not scored
ESSC vs S&P 500
3Y$28.95 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return+0.1%−0.8%−6.9%+12.4%+14.9%——+16.5%
Peer average−0.2%+0.9%−4.2%+16.7%+19.2%+71.2%+37.3%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Eventide ESSC and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
ESSC’s Holdings
TodayAROCArchrock0.9%ESI0.9%RRC0.9%ASB0.8%FNB0.8%EGP0.8%SWX0.8%HIW0.8%TWST0.8%GATX0.7%FORM0.7%BKH0.7%NWBI0.7%SFNC0.7%WSBC0.7%SBSI0.7%PNW0.6%POWL0.6%TFSL0.6%AM0.6%PTGX0.6%FTDR0.6%
HealthcareTechnologyFinancial ServicesIndustrialsConsumer CyclicalEnergyOther
Eventide ESSC · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
All 111 Small Cap ETFs
3Y| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJR | Core S&P Small-CapReadDesk | 0.06% | 1.2% | +18.3% | +68.6% | $106B | |
| 2 | VB | Morningstar Small-CapReadDesk | 0.03% | 1.2% | +14.4% | +74.0% | $76.9B | |
| 3 | IWM | Russell 2000ReadDesk | 0.19% | 1.0% | +14.4% | +78.3% | $75.8B | |
| 4 | VBR | Morningstar Small-Cap ValueReadDesk | 0.05% | 1.8% | +17.4% | +74.8% | $35.1B | |
| 5 | DFAS | Dimensional - US Small CapReadDesk | 0.30% | 1.0% | +15.7% | +68.8% | $34.7B | |
| 6 | AVUV | Avantis U.S. Small Cap ValueReadDesk | 0.25% | 1.2% | +21.6% | +75.5% | $32.6B | |
| 7 | DFSV | U.S. Small Cap Value Portfolio ClassReadDesk | 0.31% | 1.4% | +21.0% | +74.3% | $28.0B | |
| 8 | VBK | Morningstar Small-Cap GrowthReadDesk | 0.05% | 0.4% | +10.4% | +72.3% | $22.8B | |
| 9 | SCHA | U.S. Small-CapReadDesk | 0.03% | 1.1% | +17.1% | +81.0% | $22.1B | |
| 10 | VTWO | Russell 2000ReadDesk | 0.06% | 1.2% | +14.5% | +79.2% | $16.6B | |
| 11 | SPSM | State Street SPDR Portfolio S&P 600 Small CapReadDesk | 0.03% | 1.5% | +18.4% | +68.8% | $16.1B | |
| 12 | IWN | Russell 2000 ValueReadDesk | 0.24% | 1.5% | +19.9% | +80.5% | $14.1B | |
| 13 | IWO | Russell 2000 GrowthReadDesk | 0.24% | 0.5% | +9.3% | +75.9% | $13.9B | |
| 14 | IJS | S&P Small-Cap 600 ValueReadDesk | 0.18% | 1.4% | +18.3% | +70.1% | $7.7B | |
| 15 | IJT | S&P Small-Cap 600 GrowthReadDesk | 0.18% | 0.8% | +18.0% | +65.2% | $7.5B | |
| 16 | FESM | Fidelity Enhanced Small CapReadDesk | 0.28% | 0.9% | +21.5% | new | $6.4B |
1–16 of 111Page 1 of 7
Small Cap · current AUM · as of Nov 4, 2026
ESSC Payouts by Year
2YLatest payout, Sep 2026
$0.05
a share · every quarter
0.6% yield
0.6% yield
2 years added up
$0.17 a share
$0.17 a share
Eventide ESSC · per-share distributions by ex-date · 2025–2026
ESSC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJR | iShares Core S&P Small-Cap ETFReadVersus | 0.06% | 1.2% | −0.3% | +18.3% | +21.3% | $106B | |
| 2 | VB | Vanguard Morningstar Small-Cap ETFReadVersus | 0.03% | 1.2% | +0.2% | +14.4% | +16.2% | $76.9B | |
| 3 | IWM | iShares Russell 2000 ETFReadVersus | 0.19% | 1.0% | +0.2% | +14.4% | +14.8% | $75.8B | |
| 4 | VBR | Vanguard Morningstar Small-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.4% | +17.4% | +21.0% | $35.1B | |
| 5 | DFAS | Dimensional - US Small Cap ETFReadVersus | 0.30% | 1.0% | −0.3% | +15.7% | +19.0% | $34.7B | |
| 6 | ESSC | Eventide Small Cap ETFThis fund | 0.49% | 0.6% | +0.1% | +12.4% | +14.9% | $34.0M |
#79 of 97 this year · #71 cheapest of 111 · sorted by assetsOpen the US Stock Styles table →
ESSC and its peer group · total return · as of Nov 4, 2026
Cards for This View
ESSC’s Top 10 Holdings
Today8.1%of ESSC sits in these 10
Eventide ESSC · weight in the fund · as of Nov 3, 2026
ESSC’s Holdings
TodayAROCArchrock0.9%ESI0.9%RRC0.9%ASB0.8%FNB0.8%EGP0.8%SWX0.8%HIW0.8%TWST0.8%GATX0.7%FORM0.7%BKH0.7%NWBI0.7%SFNC0.7%WSBC0.7%SBSI0.7%PNW0.6%POWL0.6%TFSL0.6%AM0.6%PTGX0.6%FTDR0.6%
HealthcareTechnologyFinancial ServicesIndustrialsConsumer CyclicalEnergyOther
Eventide ESSC · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
ESSC vs Peer Average
YTDESSCAvsBPeer average
1D+0.1%−0.2%
1M−0.8%+0.9%
3M−6.9%−4.2%
YTD+12.4%+16.7%
1Y+14.9%+19.2%
3Y[…]+71.2%
5Y[…]+37.3%
1–4Peer average wins
110 Small cap peers · each row scaled to its leader