Compare · 3 funds side by side · dividends reinvested

ESSC, WDIV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

ESSC, WDIV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.18%+14.1%+18.9%+20.3%+9.3%−8.6%10.8%$278M1.3

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$34M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

Rank among the three1st → 3rdFee, 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 · WDIV 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

WDIV

State Street SPDR S&P Global Dividend ETF · $278M$15,634

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

ESSCMeasureWDIV

+12.7%Year to dateJan 1 → Nov 9+14.1%

+18.5%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,407+20.3%

[…]5 years · per year$10,000 became […] · $15,634+9.3%

0.49%Expense ratio$49 · $40 a year on $10k · lower is better0.40%

0.59%Trailing 12-mo yield$59 · $418 a year on $10k4.18%

−12.5%Worst dropSmaller is better−8.6%

18.4%VolatilityLower is calmer10.8%

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

0–6WDIV 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 WDIV: Top 5 Holdings

Today

ESSC

4.1%in top 5

WDIV

in top 59.1%

ESSCStockWDIV

not top 5LGEN.L2.0%

not top 50992.HK1.9%

not top 5MO1.8%

0.8%HIW1.7%

not top 5APA.AX1.7%

0.9%AROCnot top 5

0.8%ESInot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

Held in common2.3%

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

ESSC vs WDIV Returns, Every Period

EventideESSC

+18.5%

past year

WDIVSPDR

+18.9%

past year

ESSCWDIVFaded: behind in that period

0–2WDIV wins

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

Stocks vs Income: ESSC vs WDIV

YTD

EventideESSC

+12.7%

WDIVSPDR

+14.1%

+12.7%Year to date+14.1%

−12.5%Worst drop · 1Y−8.6%

18.4%Volatility · 1Y10.8%

0.6%Yield4.2%

$34.0MAssets$278M

4–0WDIV wins

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

Cost, Income and Risk

Fees: ESSC, WDIV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

WDIV0.40%$40

ESSC0.49%$49

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

Yields: ESSC, WDIV, IWF

4.18%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.18%$418

ESSC0.59%$59

IWF0.38%$38

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

Income After Fees on $10,000

$378most kept, WDIV

WDIV$418 − $40 = $378

IWF$38 − $18 = $20

ESSC$59 − $49 = $10

KeptFee

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

Overlap: ESSC, WDIV, IWF

Today

2.3%most shared, ESSC and WDIV

ESSCWDIVIWF

ESSC—2.3%1.4%

WDIV2.3%—0.0%

IWF1.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.9%WDIV, at 10.8% volatility

WDIVWorst drop−8.6%10.8% vol

ESSCWorst drop−12.5%18.4% 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

WDIVESSC

+14.1%Year to date+12.7%

4.2%Yield0.6%

+18.9%Past year+18.5%

0.40%Fee0.49%

4–0WDIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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