ESSC

Eventide$30.52-0.02 (-0.08%)
AUM $30.0MER 0.49%NAV $31.20Holdings

Price Chart

Key Statistics

Previous Close

$30.54

Day Range

$30.52$30.69

52-Week Range

$23.98$31.79

Avg Volume

3.8K

Dividend Yield

Expense Ratio

0.49%

AUM

$30.0M

Shares Outstanding

1.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare20.33%
Financial Services18.85%
Technology17.85%
Industrials16.35%
Consumer Cyclical9.00%
Utilities4.32%
Energy3.94%
Real Estate3.78%
Basic Materials2.70%
Consumer Defensive2.12%
Communication Services0.76%

Country Allocation

CountryWeight %
United States98.90%
Other0.59%
Ireland0.21%
Cayman Islands0.10%
Israel0.10%
Switzerland0.10%

Fund Information

Issuer
Eventide
Category
Healthcare
Inception Date
Sep 30, 2025
Exchange
NYSE_ARCA
Description
ESSC aims for long-term capital appreciation by investing in small-cap US companies. The actively managed fund uses a long-only investment approach and seeks to generate performance like its market cap-weighted benchmark index of the smallest 2,000 companies in the US. The fund selects at least 100 companies using fundamental research that includes a values-based screening inspired by the Christian faith. The fund caps an industry or industry group by 25%, except when it represents 20% or more of the benchmark, allowing them to go up to 35%. While actively managing the fund, the adviser monitors its holdings with full discretion to adjust the portfolio as necessary using research, quantitative modeling, and risk tools.

Similar ETFs

SymbolNameAUM
SCHDSchwab U.S. Dividend Equity ETF$100.89B
IWMiShares Russell 2000 ETF$80.08B
XLVState Street Health Care Select Sector SPDR ETF$41.66B
VHTVanguard Health Care ETF$20.40B
VTWOVanguard Russell 2000 ETF$18.60B

The Eventide Small Cap ETF (ESSC) is an exchange-traded fund issued by Eventide that launched on Sep 30, 2025. It currently manages $30.0M in assets under management. The fund charges an expense ratio of 0.49%. It falls under the Healthcare category.

Top 10 holdings represent 7.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1ESIELEMENT SOLUTIONS INC COMMON STOCK USD.010.94%8,761$338K
2AROCARCHROCK INC0.90%8,421$323K
3HIWHIGHWOODS PROPERTIES INC0.81%8,963$293K
4FNBFNB CORP0.78%14,842$281K
5ASBASSOCIATED BANC-CORP0.75%8,776$270K
6SWXSOUTHWEST GAS HOLDINGS INC COMMON STOCK USD 10.73%2,832$264K
7NWBINORTHWEST BANCSHARES INC0.72%16,853$258K
8TFSLTFS FINANCIAL CORPORATION0.70%13,669$251K
9GATXGATX CORP0.67%1,353$243K
10MODMODINE MANUFACTURING CO0.67%964$241K
11ACAARCOSA INC0.67%1,666$241K
12WSBCWESBANCO INC0.66%5,860$239K
13CBTCABOT CORP0.66%2,647$238K
14EGPEASTGROUP PROPERTIES INC0.65%1,078$235K
15AXSMAXSOME THERAPEUTICS INC0.64%968$231K

Detailed Returns

PeriodReturnETF
1D
-0.08%
1W
-0.78%
1M
-3.11%
3M
+6.46%
6M
+12.53%
YTD
+17.78%
1Y
+22.00%
3Y
+22.00%
5Y
+202.24%

Moving Averages

20-Day MA

$31.14

Below 20-Day MA
50-Day MA

$30.35

Above 50-Day MA
200-Day MA

$27.53

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$31.79

Current Price

$30.52

52-Week Low

$23.98

$23.98$31.79

Current Yield

Annual Dividend

$0.0097

Frequency

0x/year

Last Ex-Date

Dec 29, 2025

Dividend History

Ex-DateAmountPay Date
Dec 29, 2025$0.0097Dec 30, 2025

Dividend Payments Over Time

Category Comparison

MetricESSCHealthcare(212 ETFs)
Fund Info
Expense Ratio0.49%0.62%
AUM$30.0M$1.86B
Dividend Yield3.66%
Avg Volume3.8K445.6K
Holdings147
Performance
1-Month Return-2.89%-0.85%
6-Month Return+18.98%+12.94%
YTD Return+17.75%+9.31%
1-Year Return+23.59%+14.67%

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