Compare · 3 funds side by side · dividends reinvested

WDIV, ESSC and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

WDIV, ESSC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.11%+15.9%+22.0%+22.4%+9.8%−8.6%10.4%$283M1.6

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.58%+14.1%+17.1%[…][…]−12.5%17.6%$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 4, 2026 · returns include dividends · since: WDIV 2013 · ESSC 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $283M$15,980

WDIV

ESSC

Eventide Small Cap ETF · $34M[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

WDIVMeasureESSC

+15.9%Year to dateJan 1 → Nov 4+14.1%

+22.0%1 yearTotal return+17.1%

+22.4%3 years · per year$10,000 became $18,346 · […][…]

+9.8%5 years · per year$10,000 became $15,980 · […][…]

0.40%Expense ratio$40 · $49 a year on $10k · lower is better0.49%

4.11%Trailing 12-mo yield$411 · $58 a year on $10k0.58%

−8.6%Worst dropSmaller is better−12.5%

10.4%VolatilityLower is calmer17.6%

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

6–0WDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WDIV vs ESSC: Top 5 Holdings

Today

WDIV

9.3%in top 5

ESSC

in top 54.3%

WDIVStockESSC

2.0%LGEN.Lnot top 5

2.0%0992.HKnot top 5

1.9%TEP.PAnot top 5

1.8%MOnot top 5

1.7%APA.AXnot top 5

not top 5AROC0.9%

not top 5ESI0.9%

not top 5RRC0.9%

not top 5ASB0.8%

not top 5FNB0.8%

Held in common2.2%

End-of-day Nov 4, 2026 · share of each fund

WDIV vs ESSC Returns, Every Period

SPDRWDIV

+22.0%

past year

ESSCEventide

+17.1%

past year

WDIVESSCFaded: behind in that period

2–0WDIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WDIV vs SCHD

YTD

SPDRWDIV

+15.9%

SCHDSchwab

+35.3%

+15.9%Year to date+35.3%

−8.6%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.5%

4.1%Yield2.9%

$283MAssets$121B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDIV, ESSC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WDIV0.40%$40

ESSC0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WDIV, ESSC, SCHD

4.11%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.11%$411

SCHD2.91%$291

ESSC0.58%$58

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

SCHD$291 − $6 = $285

ESSC$58 − $49 = $9

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WDIV, ESSC, SCHD

Today

4.8%most shared, WDIV and SCHD

WDIVESSCSCHD

WDIV—2.2%4.8%

ESSC2.2%—1.2%

SCHD4.8%1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

WDIVWorst drop−8.6%10.4% vol

SCHDWorst drop−6.9%11.5% vol

ESSCWorst drop−12.5%17.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVSCHD

+15.9%Year to date+35.3%

4.1%Yield2.9%

+22.0%Past year+41.6%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026