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