BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

ESSCvsXJRETF Comparison

ETF 1

ESSC

Eventide Small Cap ETF

This fund is part of

US Small Cap

+0.12%

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

+0.12%

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 Industrials, Financials and Health Care. In contrast, XJR's top sector exposures are Financials, Industrials and Information Technology. ESSC is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.12% for XJR. ESSC is up 11.49% year-to-date (YTD) with +$14M in YTD flows. XJR performs better with 13.38% YTD performance, and +$18M 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.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

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

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 04/24/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	ESSC XJR	+10.47%+13.18%	+5.77%+7.31%	+11.49%+13.38%	n/a+34.50%	n/a+53.32%	n/a+29.35%
Flows	ESSC XJR	+$2M+$2M	+$7M+$16M	+$14M+$18M	-+$14M	-+$62M	-+$100M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	ESSC XJR	+20.10%+18.91%	n/a+18.27%	n/a+20.57%	n/a+21.47%
Max drawdown	ESSC XJR	-9.31%-9.43%	n/a-9.43%	n/a-27.00%	n/a-27.00%
Max drawdown duration	ESSC XJR	62d62d	n/a62d	n/a409d	n/a409d

Trading data

Create an account to view trading data

Join for free

	ESSC	XJR
Last sale 4/27/2026 at 7:45 PM		$48.19
Previous close 04/27/2026		$48.15
Consolidated volume 04/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

ESSC

is actively managed and doesn’t replicate an index

Create an account to view replication quality

Join for free

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

Main metrics

Last update 4/27/2026 at 7:45 PM

Live

Closed

	ESSC	XJR
Last price	–	$48.19
1D performance	–	+0.07%
AuM	$25.34 M	$137.27 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	288	519
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

88.46%

Other

11.54%

XJR

USA

98.08%

Other

1.92%

Sectors

ESSC

Industrials

16.24%

Financials

16.04%

Health Care

15.7%

Information Techn.

15.6%

Consumer Discreti.

8.54%

Other

27.88%

XJR

Financials

17.61%

Industrials

16.61%

Information Techn.

14.62%

Consumer Discreti.

14.2%

Health Care

11.02%

Other

25.94%

Diversification

ESSC

Total weight of top 15 holdings out of 15

12.42%

XJR

Total weight of top 15 holdings out of 15

9.42%

Top 15 holdings

Data as of March 31, 2026

ESSC

REVOLUTION MEDICINES INC

1.12%

ELEMENT SOLUTIONS INC

1.03%

ARGAN

1.03%

ARCHROCK

0.92%

CENTURY ALUMINUM

0.88%

ADVANCED ENERGY INDUSTRIES

0.86%

FNB

0.78%

RANGE RESOURCES

0.78%

SOUTHWEST GAS

0.76%

LIBERTY OILFIELD SERVICES

0.74%

GATX

0.72%

ASSOCIATED BANCORP

0.71%

ANTERO MIDSTREAM CORPORATION

0.70%

DANA INC

0.70%

FLEX LTD

0.69%

XJR

US0669224778

1.78%

ELEMENT SOLUTIONS INC

0.58%

PRIMORIS SERVICES

0.58%

VIAVI SOLUTIONS INC

0.58%

FORMFACTOR

0.56%

LKQ

0.56%

JACKSON FINANCIAL INC

0.56%

ESCO TECHNOLOGIES

0.55%

CELANESE SR

0.54%

SEMTECH

0.53%

ARMSTRONG WORLD INDUSTRIES

0.53%

SANMINA CORP

0.53%

AIR LEASE

0.51%

DIGITALOCEAN HOLDINGS

0.51%

KRYSTAL BIOTECH INC

0.50%

Frequently asked questions about ESSC and XJR

How have the ESSC and XJR ETFs performed in 2026?

As of April 24, 2026, ESSC is up 11.49% year-to-date (YTD), while XJR has returned 13.38%. 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 +$14M in flows, compared to +$18M for XJR.

Which ETF is bigger: ESSC or XJR?

As of April 24, 2026, ESSC holds $25.34 M in assets under management (AUM), while XJR manages $137.27 M.

What sectors do the ESSC and XJR ETFs invest in?

ESSC leans toward sectors like Industrials, Financials and Health Care. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.

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

ESSC top holdings include REVOLUTION MEDICINES INC, ELEMENT SOLUTIONS INC and ARGAN. XJR holds in its top three: US0669224778, ELEMENT SOLUTIONS INC and PRIMORIS SERVICES.

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 April 24, 2026, ESSC is up 11.49% year-to-date (YTD), while XJR has returned 13.38%. 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 +$14M in flows, compared to +$18M for XJR.

Which ETF is bigger: ESSC or XJR?

As of April 24, 2026, ESSC holds $25.34 M in assets under management (AUM), while XJR manages $137.27 M.

What sectors do the ESSC and XJR ETFs invest in?

ESSC leans toward sectors like Industrials, Financials and Health Care. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.

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

ESSC top holdings include REVOLUTION MEDICINES INC, ELEMENT SOLUTIONS INC and ARGAN. XJR holds in its top three: US0669224778, ELEMENT SOLUTIONS INC and PRIMORIS SERVICES.

Which ETF is more diversified: ESSC or XJR?

ESSC holds 295 securities with 12.42% of its assets in the top 15. XJR has 552 securities and a top 15 weight of 9.42%.

Calamos Investments Powers the Next Phase of the Autocallable Revolution