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ESSC vs ISCV

Eventide Small Cap ETF vs iShares Morningstar Small-Cap Value ETF

ESSC

Eventide Small Cap ETF

Annual cost

Fund size

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

Key differences

  • ESSC follows a active selection strategy; ISCV uses index tracking.

Side-by-side comparison

ESSCISCV
Annual cost (TER)0.06%
Fund size (AUM)$651M
Since2004
Dividend yield1.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+29.2%
CAGR 3YN/A+16.4%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.69
Volatility 1Y16.48%
Max drawdown-9.51%-51.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ESSC and ISCV