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ESSC vs VBR

Eventide Small Cap ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

ESSC

Eventide Small Cap ETF

Annual cost

Fund size

VBR

Vanguard Small-Cap Value Index Fund ETF Shares

Vanguard

Annual cost

0.05%

Fund size

$64.9B

Key differences

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

Side-by-side comparison

ESSCVBR
Annual cost (TER)0.05%
Fund size (AUM)$64.9B
Since2004
Dividend yield1.78%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.2%
CAGR 3YN/A+17.4%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.78
Volatility 1Y15.37%
Max drawdown-9.51%-45.28%

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

Similar to ESSC and VBR