Compare · 3 funds side by side · dividends reinvested

ESSC, WDIV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

ESSC, WDIV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.5%+19.7%+21.4%+9.3%−8.6%10.6%$281M1.6

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ESSC 2025 · WDIV 2013 · SCHD 2011

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 · $281M$15,576

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

ESSCMeasureWDIV

+8.4%Year to dateJan 1 → Nov 5+13.5%

+12.8%1 yearTotal return+19.7%

[…]3 years · per year$10,000 became […] · $17,881+21.4%

[…]5 years · per year$10,000 became […] · $15,576+9.3%

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

0.61%Trailing 12-mo yield$61 · $420 a year on $10k4.20%

−12.5%Worst dropSmaller is better−8.6%

18.3%VolatilityLower is calmer10.6%

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

0–6WDIV wins

End-of-day Nov 5, 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 59.4%

ESSCStockWDIV

not top 50992.HK2.0%

not top 5LGEN.L2.0%

not top 5TEP.PA1.9%

not top 5MO1.8%

not top 5HIW1.7%

0.8%ESInot top 5

0.8%AROCnot top 5

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

Held in common2.3%

End-of-day Nov 5, 2026 · share of each fund

ESSC vs WDIV Returns, Every Period

EventideESSC

+12.8%

past year

WDIVSPDR

+19.7%

past year

ESSCWDIVFaded: behind in that period

0–2WDIV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ESSC vs WDIV

YTD

EventideESSC

+8.4%

WDIVSPDR

+13.5%

+8.4%Year to date+13.5%

−12.5%Worst drop · 1Y−8.6%

18.3%Volatility · 1Y10.6%

0.6%Yield4.2%

$34.0MAssets$281M

4–0WDIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, WDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WDIV0.40%$40

ESSC0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESSC, WDIV, SCHD

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

SCHD2.98%$298

ESSC0.61%$61

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

SCHD$298 − $6 = $292

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ESSC, WDIV, SCHD

Today

4.7%most shared, WDIV and SCHD

ESSCWDIVSCHD

ESSC—2.3%1.1%

WDIV2.3%—4.7%

SCHD1.1%4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

WDIVWorst drop−8.6%10.6% vol

SCHDWorst drop−6.9%11.7% vol

ESSCWorst drop−12.5%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVSCHD

+13.5%Year to date+32.3%

4.2%Yield3.0%

+19.7%Past year+38.7%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026