Compare · 3 funds side by side · dividends reinvested

ESSC, WDIV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

ESSC, WDIV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$284M1.4

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+9.0%+12.2%[…][…]−12.5%18.3%$34M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ESSC 2025 · WDIV 2013 · VUG 2004

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 · $284M$15,515

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

ESSCMeasureWDIV

+9.0%Year to dateJan 1 → Nov 6+12.2%

+12.2%1 yearTotal return+17.5%

[…]3 years · per year$10,000 became […] · $17,551+20.6%

[…]5 years · per year$10,000 became […] · $15,515+9.2%

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

0.61%Trailing 12-mo yield$61 · $425 a year on $10k4.25%

−12.5%Worst dropSmaller is better−8.6%

18.3%VolatilityLower is calmer10.7%

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

0–6WDIV wins

End-of-day Nov 6, 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 59.2%

ESSCStockWDIV

not top 5LGEN.L2.0%

not top 50992.HK1.9%

not top 5TEP.PA1.8%

not top 5MO1.8%

not top 5HIW1.7%

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%AROCnot top 5

0.8%ESInot top 5

0.8%FNBnot top 5

Held in common2.4%

End-of-day Nov 6, 2026 · share of each fund

ESSC vs WDIV Returns, Every Period

EventideESSC

+12.2%

past year

WDIVSPDR

+17.5%

past year

ESSCWDIVFaded: behind in that period

0–2WDIV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ESSC vs WDIV

YTD

EventideESSC

+9.0%

WDIVSPDR

+12.2%

+9.0%Year to date+12.2%

−12.5%Worst drop · 1Y−8.6%

18.3%Volatility · 1Y10.7%

0.6%Yield4.2%

$34.0MAssets$284M

4–0WDIV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, WDIV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

WDIV0.40%$40

ESSC0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ESSC, WDIV, VUG

4.25%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.25%$425

ESSC0.61%$61

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

VUG$42 − $3 = $39

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ESSC, WDIV, VUG

Today

2.4%most shared, ESSC and WDIV

ESSCWDIVVUG

ESSC—2.4%0.9%

WDIV2.4%—0.0%

VUG0.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.5%WDIV, at 10.7% volatility

WDIVWorst drop−8.6%10.7% vol

ESSCWorst drop−12.5%18.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVESSC

+12.2%Year to date+9.0%

4.2%Yield0.6%

+17.5%Past year+12.2%

0.40%Fee0.49%

4–0WDIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026