PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
ESSC vs. DES
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ESSC vs. DES

Last updated Apr 1, 2026

Compare and contrast key facts about Eventide Small Cap ETF (ESSC) and WisdomTree U.S. SmallCap Dividend Fund (DES).

ESSC and DES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ESSC is an actively managed fund by Eventide. It was launched on Sep 29, 2025. DES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree SmallCap Dividend (TR). It was launched on Jun 16, 2006.

Performance

ESSC vs. DES - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eventide Small Cap ETF (ESSC) and WisdomTree U.S. SmallCap Dividend Fund (DES). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ESSC vs. DES - Yearly Performance Comparison

2026 (YTD)2025
ESSC
Eventide Small Cap ETF		1.16%3.65%
DES
WisdomTree U.S. SmallCap Dividend Fund		7.74%0.23%

Returns By Period

In the year-to-date period, ESSC achieves a 1.16% return, which is significantly lower than DES's 7.74% return.

ESSC

1D
3.44%
1M
-3.82%
YTD
1.16%
6M
4.85%
1Y
—
3Y*
—
5Y*
—
10Y*
—

DES

1D
1.53%
1M
-2.75%
YTD
7.74%
6M
7.99%
1Y
15.59%
3Y*
11.06%
5Y*
5.64%
10Y*
7.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Eventide Small Cap ETF

WisdomTree U.S. SmallCap Dividend Fund

Often compared with ESSC:
ESSC vs. ELCVESSC vs. ISCBESSC vs. HSMVESSC vs. BBSCESSC vs. CSBESSC vs. IJRESSC vs. IWC
Often compared with DES:
DES vs. AVUVDES vs. EESDES vs. IWNDES vs. SCHDDES vs. VBRDES vs. VXUSDES vs. FDVV

ESSC vs. DES - Expense Ratio Comparison

ESSC has a 0.49% expense ratio, which is higher than DES's 0.38% expense ratio.

ESSC
Eventide Small Cap ETF
DES
WisdomTree U.S. SmallCap Dividend Fund

Return for Risk

ESSC vs. DES — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ESSC
DES
DES Risk / Return Rank: 4545
Overall Rank
DES Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
DES Sortino Ratio Rank: 4646
Sortino Ratio Rank
DES Omega Ratio Rank: 4242
Omega Ratio Rank
DES Calmar Ratio Rank: 4949
Calmar Ratio Rank
DES Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESSC vs. DES - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Eventide Small Cap ETF (ESSC) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.

ESSC vs. DES - Sharpe Ratio Comparison

Loading graphics...

Sharpe Ratios by Period

ESSCDESDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.76

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.29

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.35

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.30

+0.21

Correlation

The correlation between ESSC and DES is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ESSC vs. DES - Dividend Comparison

ESSC's dividend yield for the trailing twelve months is around 0.19%, less than DES's 2.54% yield.

TTM20252024202320222021202020192018201720162015
ESSC
Eventide Small Cap ETF		0.19%0.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DES
WisdomTree U.S. SmallCap Dividend Fund		2.54%2.85%2.81%2.65%2.89%2.31%2.75%2.68%3.65%2.89%2.70%3.09%

Drawdowns

ESSC vs. DES - Drawdown Comparison

The maximum ESSC drawdown since its inception was -9.51%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for ESSC and DES.

Loading graphics...

Drawdown Indicators

ESSCDESDifference

Max Drawdown

Largest peak-to-trough decline

-9.51%

-65.48%

+55.97%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.44%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.16%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-45.65%

—

Current Drawdown

Current decline from peak

-6.40%

-4.41%

-1.99%

Average Drawdown

Average peak-to-trough decline

-2.49%

-9.76%

+7.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.79%

—

Volatility

ESSC vs. DES - Volatility Comparison

Loading graphics...

Volatility by Period

ESSCDESDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.88%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.87%

—

Volatility (1Y)

Calculated over the trailing 1-year period

19.61%

20.50%

-0.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.61%

19.66%

-0.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.61%

21.98%

-2.37%