Screener
ISMD vs ESSC
Inspire Small/Mid Cap ETF vs Eventide Small Cap ETF
Key differences
Both ISMD and ESSC are equity ETFs. ISMD charges 0.53% a year and ESSC 0.00%. The main difference: ISMD follows a index tracking strategy; ESSC uses active selection.
- ISMD follows a index tracking strategy; ESSC uses active selection.
- ESSC costs 0.53% less per year.
- ISMD is much larger than ESSC. Larger funds are usually more liquid and less likely to close.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMD | ESSC | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.00% |
| Fund size (AUM) | $317M | $28M |
| Since | 2017 | 2025 |
| Dividend yield | 0.94% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +38.7% | N/A |
| CAGR 3Y | +16.2% | N/A |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 0.68 | N/A |
| Volatility 1Y | 18.81% | — |
| Max drawdown | -43.58% | -9.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.