ESSCvsIWMETF Comparison
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Eventide Small Cap ETF (ESSC) and iShares Russell 2000 ETF (IWM) belong to the same industry segment: US Small Cap. Both ETFs have the same top 3 sector exposures: Finance, Healthcare and Technology. ESSC is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.19% for IWM. ESSC is up 14.4% year-to-date (YTD) with +$23M in YTD flows. IWM performs worse with 14.26% YTD performance, and -$7.60B in YTD flows. Run a side-by-side ETF comparison of ESSC and IWM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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ESSC vs IWM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | ESSC IWM | +2.70%+0.56% | -2.66%-4.27% | +14.40%+14.26% | +17.06%+15.29% | n/a+77.06% | n/a+27.06% |
| Flows | ESSC IWM | -$856K-$2.25B | -$234K-$1.92B | +$23M-$7.60B | +$32M-$2.13B | --$3.34B | --$7.32B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | ESSC IWM | +14.68%+14.02% | +17.55%+18.26% | n/a+21.10% | n/a+22.40% |
| Max drawdown | ESSC IWM | -11.83%-11.10% | -12.45%-11.10% | n/a-27.52% | n/a-31.96% |
| Max drawdown duration | ESSC IWM | 74d75d | 121d75d | n/a289d | n/a1093d |
Trading data
ESSC | IWM | |
Last sale 10/30/2026 at 1:30 PM | $279.33 | |
| Previous close 10/29/2026 | $284.01 | |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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ESSC
is actively managed and doesn’t replicate an indexESSC | IWM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
ESSC | IWM | |
|---|---|---|
| Last price | – | $279.33 |
| 1D performance | – | -1.65% |
| AuM | $34.73 M | $75.49 B |
| E/R | 0.49% | 0.19% |
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Exposure
Countries
ESSC
USA
98.93%
Other
1.07%
IWM
USA
95.19%
Other
4.81%
Sectors
ESSC
Finance
24.82%
Healthcare
19.69%
Technology
18.8%
Industrials
11.31%
Other
25.38%
IWM
Finance
25.83%
Healthcare
20.64%
Technology
12.66%
Industrials
10.38%
Other
30.5%
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Diversification
ESSC
Total weight of top 15 holdings out of 15
10.76%
IWM
Total weight of top 15 holdings out of 15
4.92%
Top 15 holdings
Data as of September 30, 2026
ESSC
Element Solutions, Inc.
0.93%
FormFactor, Inc.
0.84%
Twist Bioscience Corp.
0.83%
F.N.B. Corp. (Pennsylvania)
0.76%
Associated Banc-Corp
0.75%
Archrock, Inc.
0.75%
Highwoods Properties, Inc.
0.72%
Northwest Bancshares, Inc. (Pennsylvania)
0.68%
Southwest Gas Holdings, Inc.
0.68%
Simmons First National Corp.
0.68%
GATX Corp.
0.68%
WesBanco, Inc.
0.64%
Black Hills Corp.
0.61%
Cabot Corp.
0.61%
TFS Financial Corp.
0.60%
IWM
Twist Bioscience Corp.
0.43%
BlackRock Cash Funds - Treasury
0.38%
Moog, Inc.
0.37%
JFrog Ltd.
0.36%
10X Genomics, Inc.
0.36%
UMB Financial Corp.
0.32%
BrightSpring Health Services, Inc.
0.32%
Glaukos Corp.
0.32%
ViaSat, Inc.
0.30%
Hut 8 Corp.
0.30%
Cytokinetics, Inc.
0.30%
CareTrust REIT, Inc.
0.30%
Old National Bancorp
0.29%
FirstCash Holdings, Inc.
0.29%
Protagonist Therapeutics, Inc.
0.29%
Frequently asked questions about ESSC and IWM
How have the ESSC and IWM ETFs performed in 2026?
As of October 29, 2026, ESSC is up 14.4% year-to-date (YTD), while IWM has returned 14.26%. That puts ESSC better performer ahead so far this year.
Which ETF is attracting more investor money: ESSC or IWM?
Year-to-date, the ESSC ETF saw +$23M in flows, compared to -$7.60B for IWM.
Which ETF is more volatile: ESSC or IWM?
Over the past year, ESSC had a volatility of 17.55%, while IWM experienced 18.26%.
Which ETF is bigger: ESSC or IWM?
As of October 29, 2026, ESSC holds $34.73 M in assets under management (AUM), while IWM manages $75.49 B.
What sectors do the ESSC and IWM ETFs invest in?
ESSC leans toward sectors like Finance, Healthcare and Technology. Meanwhile, IWM focuses on Finance, Healthcare and Technology.
What are the top holdings of the ESSC ETF and IWM ETF?
ESSC top holdings include Element Solutions, Inc., FormFactor, Inc. and Twist Bioscience Corp.. IWM holds in its top three: Twist Bioscience Corp., BlackRock Cash Funds - Treasury and Moog, Inc..
Which ETF is more diversified: ESSC or IWM?
ESSC holds 357 securities with 10.76% of its assets in the top 15. IWM has 1973 securities and a top 15 weight of 4.92%.
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Latest news about ESSC & IWM
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