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ESSCvsXJRETF Comparison

ETF 1

ESSC

Eventide Small Cap ETF

This fund is part of

US Small Cap

+0.58%

Full ESSC fund page

VS

ETF 2

XJR

iShares ESG Select Screened S&P Small-Cap ETF

This fund is part of

US Small Cap

+0.58%

Full XJR fund page

Eventide Small Cap ETF (ESSC) and iShares ESG Select Screened S&P Small-Cap ETF (XJR) belong to the same industry segment: US Small Cap. ESSC's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, XJR's top sector exposures are Finance, Technology and Industrials. ESSC is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.12% for XJR. ESSC is up 14.2% year-to-date (YTD) with +$24M in YTD flows. XJR performs better with 18.38% YTD performance, and +$88M in YTD flows. Run a side-by-side ETF comparison of ESSC and XJR 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 XJR performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 09/10/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ESSC XJR	-5.40%-4.43%	+1.04%-0.36%	+14.20%+18.38%	n/a+17.15%	n/a+52.24%	n/a+37.82%
Flows	ESSC XJR	+$311K+$31M	+$9M+$70M	+$24M+$88M	-+$88M	-+$123M	-+$164M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ESSC XJR	+14.99%+13.60%	n/a+17.01%	n/a+20.31%	n/a+21.24%
Max drawdown	ESSC XJR	-7.30%-6.60%	n/a-9.43%	n/a-27.00%	n/a-27.00%
Max drawdown duration	ESSC XJR	72d38d	n/a62d	n/a409d	n/a409d

Trading data

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	ESSC	XJR
Last sale 9/11/2026 at 1:30 PM		$50.17
Previous close 09/11/2026		$49.84
Consolidated volume 09/11/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of August 31, 2026

1-year trailing difference

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ESSC

is actively managed and doesn’t replicate an index

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	ESSC	XJR
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 9/11/2026 at 1:30 PM

Live

Closed

	ESSC	XJR
Last price	–	$50.17
1D performance	–	+0.67%
AuM	$35.60 M	$210.61 M
E/R	0.49%	0.12%

Characteristics

	ESSC	XJR
Management strategy	Active	Passive
Provider	Eventide	iShares
Benchmark	-	S&P SmallCap 600 Sustainability Screened Index
N° of holdings	372	531
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	September 29, 2025	September 22, 2020
ESG	No	Yes

More ESSC data on Trackinsight

More XJR data on Trackinsight

Exposure

Countries

ESSC

USA

98.89%

Other

1.11%

XJR

USA

100.53%

Other

-0.53%

Sectors

ESSC

Finance

25.76%

Healthcare

19.82%

Technology

16.59%

Industrials

11.34%

Other

26.49%

XJR

Finance

28.06%

Technology

13.46%

Industrials

11.99%

Healthcare

11.25%

Consumer Cyclical.

8.62%

Other

26.61%

Diversification

ESSC

Total weight of top 15 holdings out of 15

10.79%

XJR

Total weight of top 15 holdings out of 15

10.81%

Top 15 holdings

Data as of July 31, 2026

ESSC

Element Solutions, Inc.

0.89%

Archrock, Inc.

0.84%

Highwoods Properties, Inc.

0.82%

F.N.B. Corp. (Pennsylvania)

0.78%

Associated Banc-Corp

0.75%

Northwest Bancshares, Inc. (Pennsylvania)

0.74%

Southwest Gas Holdings, Inc.

0.70%

TFS Financial Corp.

0.70%

WesBanco, Inc.

0.67%

GATX Corp.

0.67%

Arcosa, Inc.

0.67%

Simmons First National Corp.

0.66%

Cabot Corp.

0.65%

EastGroup Properties, Inc.

0.63%

Range Resources Corp.

0.62%

XJR

BlackRock Cash Funds - Treasury

2.88%

Corcept Therapeutics, Inc.

0.72%

ViaSat, Inc.

0.67%

Glaukos Corp.

0.63%

Match Group, Inc.

0.58%

Brinker International, Inc.

0.57%

Jackson Financial, Inc.

0.54%

Ryman Hospitality Properties, Inc.

0.54%

Protagonist Therapeutics, Inc.

0.53%

Alkermes Plc

0.53%

CarMax, Inc.

0.53%

FormFactor, Inc.

0.52%

StoneX Group, Inc.

0.52%

Element Solutions, Inc.

0.52%

Argan, Inc.

0.51%

Frequently asked questions about ESSC and XJR

How have the ESSC and XJR ETFs performed in 2026?

As of September 10, 2026, ESSC is up 14.2% year-to-date (YTD), while XJR has returned 18.38%. That puts XJR better performer ahead so far this year.

Which ETF is attracting more investor money: ESSC or XJR?

Year-to-date, the ESSC ETF saw +$24M in flows, compared to +$88M for XJR.

Which ETF is bigger: ESSC or XJR?

As of September 10, 2026, ESSC holds $35.60 M in assets under management (AUM), while XJR manages $210.61 M.

What sectors do the ESSC and XJR ETFs invest in?

ESSC leans toward sectors like Finance, Healthcare and Technology. Meanwhile, XJR focuses on Finance, Technology and Industrials.

What are the top holdings of the ESSC ETF and XJR ETF?

ESSC top holdings include Element Solutions, Inc., Archrock, Inc. and Highwoods Properties, Inc.. XJR holds in its top three: BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and ViaSat, Inc..

ESSCvsXJRETF Comparison

Eventide Small Cap ETF

iShares ESG Select Screened S&P Small-Cap ETF

ESSC vs XJR performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the ESSC and XJR ETFs performed in 2026?

As of September 10, 2026, ESSC is up 14.2% year-to-date (YTD), while XJR has returned 18.38%. That puts XJR better performer ahead so far this year.

Which ETF is attracting more investor money: ESSC or XJR?

Year-to-date, the ESSC ETF saw +$24M in flows, compared to +$88M for XJR.

Which ETF is bigger: ESSC or XJR?

As of September 10, 2026, ESSC holds $35.60 M in assets under management (AUM), while XJR manages $210.61 M.

What sectors do the ESSC and XJR ETFs invest in?

ESSC leans toward sectors like Finance, Healthcare and Technology. Meanwhile, XJR focuses on Finance, Technology and Industrials.

What are the top holdings of the ESSC ETF and XJR ETF?

ESSC top holdings include Element Solutions, Inc., Archrock, Inc. and Highwoods Properties, Inc.. XJR holds in its top three: BlackRock Cash Funds - Treasury, Corcept Therapeutics, Inc. and ViaSat, Inc..

Which ETF is more diversified: ESSC or XJR?

ESSC holds 372 securities with 10.79% of its assets in the top 15. XJR has 533 securities and a top 15 weight of 10.81%.

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