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ESSC - ETF AI Analysis
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Eventide Small Cap ETF (ESSC)
Rating:64Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Strong Performance From Several Top Holdings
A number of the largest positions, such as Revolution Medicines and Century Aluminum, have shown strong gains this year, supporting the ETF’s recent results.
Positive Recent Performance Trend
The ETF has delivered steady gains over the past month and three months, suggesting improving momentum in its small-cap holdings.
Negative Factors
High U.S. Market Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. economy.
Relatively High Expense Ratio For An ETF
The fund’s ongoing fee is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Small Asset Base
The ETF manages a relatively small amount of money, which can sometimes mean lower trading volume and wider bid-ask spreads for investors.
ESSC vs. SPDR S&P 500 ETF (SPY)
AUM20.59M
RegionNorth America
Expense Ratio0.49%
Beta1.10
IssuerEventide
Inception DateSep 29, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,129
30 Day Avg. Volume13,593
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.57Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering334
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ESSC Summary
Eventide Small Cap ETF (ESSC) is an actively managed fund that invests in smaller U.S. companies, with a focus on businesses that fit Christian values and aim to have a positive impact on society. It spreads money across many areas of the economy, including health care, financials, technology, and industrials. Some of its holdings include Revolution Medicines and Century Aluminum. An investor might choose ESSC for growth potential in small companies plus values-based investing and diversification across sectors. However, small-cap stocks can be very volatile, so the share price can rise and fall sharply.
How much will it cost me?The Eventide Small Cap ETF (ESSC) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, requiring more research and oversight to select investments that align with its values-driven approach.
What would affect this ETF?The Eventide Small Cap ETF (ESSC) could benefit from growth in sectors like Health Care and Technology, which make up a significant portion of its holdings, especially if innovation or favorable regulations drive these industries forward. However, small-cap stocks are often more sensitive to economic downturns, interest rate hikes, or market volatility, which could negatively impact the fund's performance. Additionally, its focus on U.S. companies means it could be affected by domestic policy changes or economic conditions more than global trends.
ESSC Top 10 Holdings
ESSC’s story is driven by a mix of punchy small-cap health care and industrial names, with Revolution Medicines and Celcuity acting as high-octane biotech engines that have been rising lately but can add some bumpiness to the ride. On the steadier side, Argan and GATX in industrials, along with Southwest Gas, provide more predictable momentum, helping smooth out volatility. Century Aluminum and Compass have been climbing too, giving a cyclical tilt. With all holdings in U.S. small caps, this is a domestically focused, sector-diversified but stock-specific fund.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Revolution Medicines | 1.06% | $217.54K | $18.82B | 139.32% | 52 Neutral | |
| Element Solutions | 0.92% | $189.53K | $7.77B | 22.92% | 65 Neutral | |
| F.N.B. | 0.81% | $166.55K | $6.41B | 15.93% | 75 Outperform | |
| Archrock | 0.80% | $164.64K | $5.57B | 14.98% | 79 Outperform | |
| Advanced Energy | 0.78% | $159.94K | $11.81B | 151.83% | 67 Neutral | |
| Century Aluminum | 0.76% | $155.78K | $4.64B | 137.34% | 61 Neutral | |
| Argan | 0.75% | $155.06K | $5.74B | 178.38% | 73 Outperform | |
| GATX | 0.75% | $153.76K | $6.79B | 15.05% | 76 Outperform | |
| Associated Banc-Corp | 0.73% | $150.73K | $4.57B | 9.89% | 74 Outperform | |
| Southwest Gas | 0.71% | $146.23K | $6.29B | 12.36% | 74 Outperform |
ESSC Technical Analysis
Neutral
―
Price Trends
26.78
Positive
Market Momentum
0.27
Negative
52.47
Neutral
74.03
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESSC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.37, equal to the 50-day MA of 26.78, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.27 indicates Negative momentum. The RSI at 52.47 is Neutral, neither overbought nor oversold. The STOCH value of 74.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ESSC.
ESSC Peer Comparison
Comparison Results
Performance Comparison
ESSC
Eventide Small Cap ETF
27.35
2.29
9.14%
AFSM
First Trust Active Factor Small Cap ETF
―
―
―
SYZ
Lazard US Systematic Small Cap Equity ETF
―
―
―
ALIL
Argent Focused Small Cap ETF
―
―
―
SMLL
Harbor Active Small Cap ETF
―
―
―
AFSC
abrdn Focused U.S. Small Cap Active ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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