Compare · 4 funds side by side · dividends reinvested

ESSC, VUG, SCHD and IWF

ESSCEventide×VUGVanguard×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

ESSC, VUG, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$34M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ESSC 2025 · VUG 2004 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

ESSCMeasureVUG

+12.7%Year to dateJan 1 → Nov 9+4.2%

+18.5%1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.59%Trailing 12-mo yield$59 · $41 a year on $10k0.41%

−12.5%Worst dropSmaller is better−15.1%

18.4%VolatilityLower is calmer19.1%

ESSCVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1ESSC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESSC vs VUG: Top 5 Holdings

Today

ESSC

4.1%in top 5

VUG

in top 545.2%

ESSCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.9%AROCnot top 5

0.8%ESInot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

0.8%HIWnot top 5

Held in common0.9%

End-of-day Nov 9, 2026 · share of each fund

ESSC vs VUG Returns, Every Period

EventideESSC

+18.5%

past year

VUGVanguard

+4.7%

past year

ESSCVUGFaded: behind in that period

2–0ESSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ESSC vs SCHD

YTD

EventideESSC

+12.7%

SCHDSchwab

+33.2%

+12.7%Year to date+33.2%

−12.5%Worst drop · 1Y−6.9%

18.4%Volatility · 1Y11.8%

0.6%Yield3.0%

$34.0MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, VUG, SCHD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

ESSC0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ESSC, VUG, SCHD, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

ESSC0.59%$59

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

IWF$38 − $18 = $20

ESSC$59 − $49 = $10

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ESSC, VUG, SCHD, IWF

Today

78.1%most shared, VUG and IWF

ESSCVUGSCHDIWF

ESSC—0.9%1.1%1.4%

VUG0.9%—0.8%78.1%

SCHD1.1%0.8%—3.6%

IWF1.4%78.1%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ESSCWorst drop−12.5%18.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDESSC

+33.2%Year to date+12.7%

3.0%Yield0.6%

+39.1%Past year+18.5%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026