ESSC vs VYM

ESSC vs VYM
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Quick Verdict

VYM has a lower expense ratio. ESSC delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: ESSCMore Diversified: VYM

Side-by-Side Comparison

MetricESSCVYMWinner
Expense Ratio0.49%0.04%
AUM$38M$81.6B
Dividend Yield0.41%2.24%
Holdings335616
YTD Return+17.93%+14.84%
1Y Return+22.21%+20.88%
3Y Return (annualized)-+18.34%
5Y Return (annualized)-+12.04%
Volatility (annualized)-14.6%
Max Drawdown-9.5%-58.8%
Fund FamilyEventideVanguard (US)
CategoryEquityEquity
InceptionSep 30, 2025Nov 10, 2006

ESSC vs VYM Performance

Eventide Small Cap ETF (ESSC) is a ETF from Eventide and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ESSC returned +22.21% while VYM returned +20.88%. Year to date, ESSC is up 17.93% versus a gain of 14.84% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.5% for ESSC and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, ESSC currently yields 0.41% against 2.24% for VYM.

Holdings Overlap

1.8%overlap

ESSC and VYM share 65 holdings out of 911 unique holdings combined, representing a 1.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ESSCWeight in VYMDifference
AROC0.78%0.03%0.75%
FNB0.77%0.03%0.74%
ASB0.75%0.02%0.73%
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Frequently Asked Questions

Which is cheaper, ESSC or VYM?

ESSC has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, ESSC or VYM?

Over the past year ESSC returned +22.21% vs +20.88% for VYM, so ESSC leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between ESSC and VYM?

ESSC and VYM share 65 common holdings with a 1.8% weight overlap. Combined, they hold 911 unique securities.

Which pays a higher dividend, ESSC or VYM?

ESSC yields 0.41% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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