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ESSC vs SVAL

Eventide Small Cap ETF vs iShares US Small Cap Value Factor ETF

ESSC

Eventide Small Cap ETF

Annual cost

Fund size

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

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

Side-by-side comparison

ESSCSVAL
Annual cost (TER)0.20%
Fund size (AUM)$188M
Since2020
Dividend yield2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+36.9%
CAGR 3YN/A+18.9%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.74
Volatility 1Y18.05%
Max drawdown-9.51%-27.44%

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

Similar to ESSC and SVAL