ESSC vs IVV
Eventide Small Cap ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ESSC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $36M | $865.2B | |
| Dividend Yield | 0.40% | 1.09% | |
| Holdings | 335 | 508 | |
| YTD Return | +21.21% | +13.43% | |
| 1Y Return | - | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -9.5% | -56.5% | |
| Fund Family | Eventide | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 30, 2025 | May 15, 2000 |
ESSC vs IVV Performance
Eventide Small Cap ETF (ESSC) is a ETF from Eventide and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, ESSC is up 21.21% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.5% for ESSC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
ESSC charges 0.49% per year while IVV charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, ESSC currently yields 0.40% against 1.09% for IVV.
Holdings Overlap
ESSC and IVV share 5 holdings out of 834 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ESSC or IVV?
ESSC has an expense ratio of 0.49% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
What is the holdings overlap between ESSC and IVV?
ESSC and IVV share 5 common holdings with a 0.1% weight overlap. Combined, they hold 834 unique securities.
Which pays a higher dividend, ESSC or IVV?
ESSC yields 0.40% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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