ESSC vs. FESM
Compare and contrast key facts about Eventide Small Cap ETF (ESSC) and Fidelity Enhanced Small Cap ETF (FESM).
ESSC and FESM 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. FESM is an actively managed fund by Fidelity. It was launched on Dec 20, 2007.
Performance
ESSC vs. FESM - Performance Comparison
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ESSC vs. FESM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ESSC Eventide Small Cap ETF | 1.16% | 3.65% |
FESM Fidelity Enhanced Small Cap ETF | 0.82% | 3.57% |
Returns By Period
In the year-to-date period, ESSC achieves a 1.16% return, which is significantly higher than FESM's 0.82% return.
ESSC
- 1D
- 3.44%
- 1M
- -3.82%
- YTD
- 1.16%
- 6M
- 4.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FESM
- 1D
- 3.29%
- 1M
- -4.77%
- YTD
- 0.82%
- 6M
- 4.42%
- 1Y
- 29.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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ESSC vs. FESM - Expense Ratio Comparison
ESSC has a 0.49% expense ratio, which is higher than FESM's 0.28% expense ratio.
Return for Risk
ESSC vs. FESM — Risk / Return Rank
ESSC
FESM
ESSC vs. FESM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Small Cap ETF (ESSC) and Fidelity Enhanced Small Cap ETF (FESM). 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.
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Sharpe Ratios by Period
| ESSC | FESM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.96 | -0.45 |
Correlation
The correlation between ESSC and FESM is 0.95, 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. FESM - Dividend Comparison
ESSC's dividend yield for the trailing twelve months is around 0.19%, less than FESM's 0.63% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ESSC Eventide Small Cap ETF | 0.19% | 0.04% | 0.00% | 0.00% |
FESM Fidelity Enhanced Small Cap ETF | 0.63% | 0.82% | 1.08% | 0.06% |
Drawdowns
ESSC vs. FESM - Drawdown Comparison
The maximum ESSC drawdown since its inception was -9.51%, smaller than the maximum FESM drawdown of -26.93%. Use the drawdown chart below to compare losses from any high point for ESSC and FESM.
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Drawdown Indicators
| ESSC | FESM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.51% | -26.93% | +17.42% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.54% | — |
Current DrawdownCurrent decline from peak | -6.40% | -7.23% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -2.49% | -5.04% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.53% | — |
Volatility
ESSC vs. FESM - Volatility Comparison
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Volatility by Period
| ESSC | FESM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.40% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.26% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.61% | 22.98% | -3.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.61% | 21.49% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 21.49% | -1.88% |