ESSC vs VUSG
Comparison between EVENTIDE SMALL CAP ETF (ESSC, ETF) and VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF ETF SHARES (VUSG, ETF).
ESSC vs VUSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESSC
$30M
VUSG
$30M
Expense Ratio
ESSC
0.49%
Winner
VUSG
0.35%
Max Drawdown
ESSC
60.33%
Winner
VUSG
15.14%
Sharpe Ratio
Winner
ESSC
0.96
VUSG
0.47
5Y Beta
Winner
ESSC
1.14
VUSG
1.39
P/E Ratio
ESSC
898.72
Winner
VUSG
41.04
Forward P/E
Winner
ESSC
16.00
VUSG
26.01
5Y EPS CAGR
ESSC
6.01%
Winner
VUSG
38.06%
Debt to Equity
ESSC
47.60%
VUSG
N/A
P/S Ratio
Winner
ESSC
1.74
VUSG
5.45
P/B Ratio
Winner
ESSC
2.35
VUSG
9.78
ESSC vs VUSG - Holdings Comparison
ESSC and VUSG have 6 common holdings. Overlap is 1.74%
ESSC's top 25 holdings weight is 16.52%. VUSG's top 25 holdings weight is 90.56%.
| Rank | ESSC | VUSG |
|---|---|---|
| #1 | ELEMENT SOLUTIONS INC (ESI) - 0.97% | NVIDIA CORP (NVDA) - 15.14% |
| #2 | ARCHROCK INC (AROC) - 0.88% | MICROSOFT CORP (MSFT) - 11.56% |
| #3 | HIGHWOODS PROPERTIES INC (HIW) - 0.78% | APPLE INC (AAPL) - 8.46% |
| #4 | F N B CORP (FNB) - 0.77% | ALPHABET INC CLASS A (GOOGL) - 7.79% |
| #5 | ASSOCIATED BANC-CORP (ASB) - 0.73% | AMAZON.COM INC (AMZN) - 6.02% |
| #6 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.71% | BROADCOM INC (AVGO) - 4.67% |
| #7 | NORTHWEST BANCSHARES INC (NWBI) - 0.69% | MASTERCARD INC CLASS A (MA) - 3.74% |
| #8 | TFS FINANCIAL CORP (TFSL) - 0.66% | ELI LILLY AND CO (LLY) - 3.08% |
| #9 | ARCOSA INC (ACA) - 0.66% | ISHARES RUSSELL 1000 GROWTH ETF (IWF) - 2.86% |
| #10 | GATX CORP (GATX) - 0.65% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.64% |
| #11 | CABOT CORP (CBT) - 0.63% | META PLATFORMS INC CLASS A (META) - 2.63% |
| #12 | SIMMONS FIRST NATIONAL CORP CLASS A (SFNC) - 0.62% | ASML HOLDING NV ADR (ASML) - 2.26% |
| #13 | EASTGROUP PROPERTIES INC (EGP) - 0.62% | COHERENT CORP (COHR) - 2.10% |
| #14 | PINNACLE WEST CAPITAL CORP (PNW) - 0.62% | WELLTOWER INC (WELL) - 1.93% |
| #15 | WESBANCO INC (WSBC) - 0.62% | TESLA INC (TSLA) - 1.93% |
| #16 | AXSOME THERAPEUTICS INC (AXSM) - 0.62% | MERCADOLIBRE INC (MELI) - 1.91% |
| #17 | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.61% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.67% |
| #18 | SYNAPTICS INC (SYNA) - 0.60% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 1.55% |
| #19 | MODINE MANUFACTURING CO (MOD) - 0.60% | WIX.COM LTD (WIX) - 1.39% |
| #20 | ANTERO MIDSTREAM CORP (AM) - 0.60% | AXON ENTERPRISE INC (AXON) - 1.33% |
| #21 | SOUTHSIDE BANCSHARES INC (SBSI) - 0.59% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.26% |
| #22 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.59% | HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC (HASI) - 1.21% |
| #23 | CAMDEN PROPERTY TRUST (CPT) - 0.58% | NEXTPOWER INC CLASS A (NXT) - 1.19% |
| #24 | RANGE RESOURCES CORP (RRC) - 0.56% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 1.16% |
| #25 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.56% | ARGENX SE ADR (ARGX) - 1.08% |
| Total Holdings | 372 | 39 |
ESSC vs VUSG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ESSC
+1.09%
VUSG
-0.05%
3M
Winner
ESSC
+8.52%
VUSG
+2.77%
6M
Winner
ESSC
+13.25%
VUSG
+5.65%
1Y
ESSC
+24.83%
VUSG
N/A
5Y(CAGR)
ESSC
+25.26%
VUSG
N/A
Max(CAGR)
Winner
ESSC
+20.95%
VUSG
+11.67%
ESSC vs VUSG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ESSC | VUSG |
|---|---|---|
| 2026 | +20.46% | +4.36% |
| 2025 | +3.65% | +3.21% |
| 2022 | -43.54% | N/A |
| 2021 | +17.61% | N/A |
| 2020 | +7.49% | N/A |
ESSC vs VUSG Drawdown Comparison
The maximum drawdown for ESSC was -60.33%, occurring on Nov 11, 2022. Recovery took 232 trading sessions.
The maximum drawdown for VUSG was -15.14%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The current ESSC drawdown is -2.28%. The current VUSG drawdown is -5.14%.
| Rank | ESSC | VUSG |
|---|---|---|
| #1 | -60.33% Dec 13, 2021 - Sep 30, 2025 | -15.14% Jan 12, 2026 - Apr 17, 2026 |
| #2 | -11.89% Dec 1, 2021 - Dec 6, 2021 | -8.16% Jun 1, 2026 - Jun 10, 2026 |
| #3 | -9.51% Feb 10, 2026 - Apr 14, 2026 | -4.94% Dec 10, 2025 - Jan 12, 2026 |
| #4 | -7.35% Oct 27, 2025 - Nov 28, 2025 | -3.01% May 14, 2026 - May 28, 2026 |
| #5 | -4.95% May 6, 2026 - May 26, 2026 | -2.07% Nov 19, 2025 - Nov 24, 2025 |
| #6 | -4.17% Jan 7, 2021 - Nov 29, 2021 | -1.50% Apr 22, 2026 - Apr 24, 2026 |
| #7 | -3.48% Oct 6, 2025 - Oct 15, 2025 | -1.14% Apr 27, 2026 - May 1, 2026 |
| #8 | -3.44% Jan 22, 2026 - Feb 6, 2026 | -0.90% Apr 17, 2026 - Apr 22, 2026 |
| #9 | -3.33% Jun 30, 2026 - Jul 20, 2026 | -0.63% May 8, 2026 - May 13, 2026 |
| #10 | -3.16% Dec 11, 2025 - Jan 8, 2026 | -0.54% Nov 28, 2025 - Dec 2, 2025 |
| #11 | -3.16% Dec 6, 2021 - Dec 8, 2021 | -0.21% May 1, 2026 - May 6, 2026 |
| #12 | -3.10% Jun 4, 2026 - Jun 12, 2026 | -0.13% Dec 2, 2025 - Dec 4, 2025 |
| #13 | -3.09% Mar 27, 2020 - Apr 14, 2020 | -0.01% May 6, 2026 - May 8, 2026 |
| #14 | -2.20% Jul 23, 2020 - Dec 4, 2020 | N/A |
| #15 | -2.09% Apr 20, 2026 - May 1, 2026 | N/A |
Correlation
Correlation between ESSC and VUSG is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2025 - 2026)
ESSC vs VUSG dividend yield comparison.
| Year | ESSC | VUSG |
|---|---|---|
| 2026 | 0.37% | 0.00% |
| 2025 | 0.04% | 0.02% |
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