ESLV vs. ESSC

Last updated Jun 4, 2026

ESLV (Eventide Large Cap Value ETF) and ESSC (Eventide Small Cap ETF) are both exchange-traded funds - ESLV is a Large Cap Value Equities fund actively managed by Eventide, while ESSC is a Small Cap Blend Equities fund actively managed by Eventide. Both are actively managed. A 0.66 correlation means they provide meaningful diversification when combined. ESLV charges 0.39%/yr vs 0.49%/yr for ESSC.

Performance

ESLV vs. ESSC - Performance Comparison

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

Returns By Period

In the year-to-date period, ESLV achieves a 10.38% return, which is significantly lower than ESSC's 15.03% return.

ESLV

• 1D: 0.37%
• 1M: 3.46%
• YTD: 10.38%
• 6M: 10.76%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESSC

• 1D: -0.78%
• 1M: 2.91%
• YTD: 15.03%
• 6M: 14.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ESLV vs. ESSC - Yearly Performance Comparison

	2026 (YTD)	2025
ESLV Eventide Large Cap Value ETF	10.38%	1.44%
ESSC Eventide Small Cap ETF	15.03%	3.65%

Correlation

The correlation between ESLV and ESSC is 0.66, 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 Oct 1, 2025	0.66

Return for Risk

ESLV vs. ESSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Large Cap Value ETF (ESLV) 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

	ESLV	ESSC	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.88	1.58	+0.30

Drawdowns

ESLV vs. ESSC - Drawdown Comparison

The maximum ESLV drawdown since its inception was -5.65%, smaller than the maximum ESSC drawdown of -9.51%. Use the drawdown chart below to compare losses from any high point for ESLV and ESSC.

Drawdown Indicators

	ESLV	ESSC	Difference
Max Drawdown Largest peak-to-trough decline	-5.65%	-9.51%	+3.86%
Current Drawdown Current decline from peak	0.00%	-1.05%	+1.05%
Average Drawdown Average peak-to-trough decline	-1.34%	-2.19%	+0.85%

Volatility

Volatility by Period

	ESLV	ESSC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	9.79%	19.00%	-9.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.79%	19.00%	-9.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.79%	19.00%	-9.21%

ESLV vs. ESSC - Expense Ratio Comparison

ESLV has a 0.39% expense ratio, which is lower than ESSC's 0.49% expense ratio.

Dividends

ESLV vs. ESSC - Dividend Comparison

ESLV's dividend yield for the trailing twelve months is around 0.51%, more than ESSC's 0.16% yield.

Position	TTM	2025
ESLV Eventide Large Cap Value ETF	0.51%	0.32%
ESSC Eventide Small Cap ETF	0.16%	0.04%

Frequently Asked Questions

Can I hold both ESLV and ESSC in my portfolio?

ESLV and ESSC have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, ESLV or ESSC?

On fees, ESLV is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, ESLV or ESSC?

ESLV is cheaper with a 0.39% expense ratio, compared with 0.49% for ESSC.

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

ESLV has the higher dividend yield at 0.51%, compared with 0.16% for ESSC.

What is the main difference between ESLV and ESSC?

ESLV is categorized as Large Cap Value Equities, while ESSC is Small Cap Blend Equities. Their fees differ too: 0.39% for ESLV and 0.49% for ESSC.