ESIM vs. ESSC

Last updated Jun 5, 2026

ESIM (Eventide International ETF) and ESSC (Eventide Small Cap ETF) are both exchange-traded funds - ESIM is a Foreign Large Cap Equities fund actively managed by Eventide, while ESSC is a Small Cap Blend Equities fund actively managed by Eventide. Both are actively managed. A 0.71 correlation means they provide meaningful diversification when combined. ESIM charges 0.59%/yr vs 0.49%/yr for ESSC.

Performance

ESIM vs. ESSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eventide International ETF (ESIM) and Eventide Small Cap ETF (ESSC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with ESIM having a 16.23% return and ESSC slightly higher at 16.59%.

ESIM

• 1D: 0.07%
• 1M: 6.18%
• YTD: 16.23%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESSC

• 1D: 1.36%
• 1M: 2.32%
• YTD: 16.59%
• 6M: 15.55%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ESIM vs. ESSC - Yearly Performance Comparison

	2026 (YTD)	2025
ESIM Eventide International ETF	16.23%	2.23%
ESSC Eventide Small Cap ETF	16.59%	-0.45%

Correlation

The correlation between ESIM and ESSC is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 18, 2025	0.71

Return for Risk

ESIM vs. ESSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide International ETF (ESIM) and Eventide Small Cap ETF (ESSC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ESIM	ESSC	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.88	1.71	+1.17

Drawdowns

ESIM vs. ESSC - Drawdown Comparison

The maximum ESIM drawdown since its inception was -11.26%, which is greater than ESSC's maximum drawdown of -9.51%. Use the drawdown chart below to compare losses from any high point for ESIM and ESSC.

Drawdown Indicators

	ESIM	ESSC	Difference
Max Drawdown Largest peak-to-trough decline	-11.26%	-9.51%	-1.75%
Current Drawdown Current decline from peak	-0.44%	0.00%	-0.44%
Average Drawdown Average peak-to-trough decline	-2.24%	-2.18%	-0.06%

Volatility

Volatility by Period

	ESIM	ESSC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.00%	19.01%	-3.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.00%	19.01%	-3.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.00%	19.01%	-3.01%

ESIM vs. ESSC - Expense Ratio Comparison

ESIM has a 0.59% expense ratio, which is higher than ESSC's 0.49% expense ratio.

Dividends

ESIM vs. ESSC - Dividend Comparison

ESIM's dividend yield for the trailing twelve months is around 0.19%, more than ESSC's 0.16% yield.

Position	TTM	2025
ESIM Eventide International ETF	0.19%	0.03%
ESSC Eventide Small Cap ETF	0.16%	0.04%

Frequently Asked Questions

Can I hold both ESIM and ESSC in my portfolio?

ESIM and ESSC have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESIM or ESSC?

On fees, ESSC is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESIM or ESSC?

ESSC is cheaper with a 0.49% expense ratio, compared with 0.59% for ESIM.

Which ETF pays a higher dividend yield, ESIM or ESSC?

ESIM has the higher dividend yield at 0.19%, compared with 0.16% for ESSC.

What is the main difference between ESIM and ESSC?

ESIM is categorized as Foreign Large Cap Equities, while ESSC is Small Cap Blend Equities. Their fees differ too: 0.59% for ESIM and 0.49% for ESSC.