ESSC vs MBND

Comparison between EVENTIDE SMALL CAP ETF (ESSC, ETF) and STATE STREET(R) NUVEEN MUNICIPAL BOND ETF (MBND, ETF).

5-Year PerformanceESSC has outperformed MBND, delivering a return of +24.7% compared to +0.5%

ESSC vs MBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESSC(ETF)	MBND(ETF)
Net Assets	$28M	$27M
Expense Ratio	0.49%	0.40%
Max Drawdown	60.33%	15.51%
Sharpe Ratio	0.95	0.41
5Y Beta	1.21	0.01
P/E Ratio	74.69	N/A
Forward P/E	16.18	N/A
5Y Dividends CAGR	N/A	60.54%
5Y EPS CAGR	8.30%	N/A
Debt to Equity	33.18%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	2.40	N/A

Net Assets

Winner

ESSC

$28M

MBND

$27M

Expense Ratio

ESSC

0.49%

Winner

MBND

0.40%

Max Drawdown

ESSC

60.33%

Winner

MBND

15.51%

Sharpe Ratio

Winner

ESSC

0.95

MBND

0.41

5Y Beta

ESSC

1.21

Winner

MBND

0.01

P/E Ratio

ESSC

74.69

MBND

N/A

Forward P/E

ESSC

16.18

MBND

N/A

5Y Dividends CAGR

ESSC

N/A

MBND

60.54%

5Y EPS CAGR

ESSC

8.30%

MBND

N/A

Debt to Equity

ESSC

33.18%

MBND

N/A

P/S Ratio

ESSC

1.75

MBND

N/A

P/B Ratio

ESSC

2.40

MBND

N/A

ESSC vs MBND - Historical Returns

Returns include dividend reinvestment.

Period	ESSC	MBND
1 month	+3.26%	+0.34%
3 months	+18.46%	+0.38%
6 months	+15.01%	+1.17%
1 year	N/A	+4.55%
5 years(CAGR)	+24.75%	+0.49%
Max(CAGR)	+20.86%	+0.66%

Winner

ESSC

+3.26%

MBND

+0.34%

Winner

ESSC

+18.46%

MBND

+0.38%

Winner

ESSC

+15.01%

MBND

+1.17%

ESSC

N/A

MBND

+4.55%

5Y(CAGR)

Winner

ESSC

+24.75%

MBND

+0.49%

Max(CAGR)

Winner

ESSC

+20.86%

MBND

+0.66%

ESSC vs MBND - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	ESSC	MBND
2026	+17.51%	+0.86%
2025	+3.65%	+2.79%
2024	N/A	+2.86%
2023	N/A	+5.48%
2022	-43.54%	-8.57%
2021	+17.61%	+0.59%
2020	+7.49%	N/A

ESSC vs MBND Drawdown Comparison

The maximum drawdown for ESSC was -60.33%, occurring on Nov 11, 2022. Recovery took 232 trading sessions.

The maximum drawdown for MBND was -13.18%, occurring on Oct 25, 2022. Recovery took 1033 trading sessions.

The current MBND drawdown is -0.84%.

Rank	ESSC	MBND
#1	-60.33% Dec 13, 2021 - Sep 30, 2025	-13.18% Aug 3, 2021 - Sep 15, 2025
#2	-11.89% Dec 1, 2021 - Dec 6, 2021	-2.44% Feb 27, 2026 - Mar 27, 2026
#3	-9.51% Feb 10, 2026 - Apr 14, 2026	-2.07% Feb 11, 2021 - Jun 4, 2021
#4	-7.35% Oct 27, 2025 - Nov 28, 2025	-0.80% Sep 17, 2025 - Oct 15, 2025
#5	-4.95% May 6, 2026 - May 26, 2026	-0.57% Nov 12, 2025 - Jan 5, 2026
#6	-4.17% Jan 7, 2021 - Nov 29, 2021	-0.53% Jun 14, 2021 - Jul 8, 2021
#7	-3.48% Oct 6, 2025 - Oct 15, 2025	-0.33% Oct 27, 2025 - Nov 12, 2025
#8	-3.44% Jan 22, 2026 - Feb 6, 2026	-0.24% Jan 16, 2026 - Jan 30, 2026
#9	-3.16% Dec 11, 2025 - Jan 8, 2026	-0.13% Jul 8, 2021 - Jul 15, 2021
#10	-3.16% Dec 6, 2021 - Dec 8, 2021	-0.10% Jul 20, 2021 - Jul 28, 2021
#11	-3.10% Jun 4, 2026 - Jun 12, 2026	-0.10% Feb 19, 2026 - Feb 24, 2026
#12	-3.09% Mar 27, 2020 - Apr 14, 2020	-0.09% Feb 12, 2026 - Feb 17, 2026
#13	-2.20% Jul 23, 2020 - Dec 4, 2020	-0.08% Jul 28, 2021 - Aug 3, 2021
#14	-2.09% Apr 20, 2026 - May 1, 2026	-0.03% Feb 10, 2026 - Feb 12, 2026
#15	-1.98% Oct 15, 2025 - Oct 20, 2025	-0.03% Jan 30, 2026 - Feb 4, 2026