Compare · 4 funds side by side · dividends reinvested

WDIV, ESSC, SCHD and IWF

WDIVSPDR×ESSCEventide×SCHDSchwab×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

WDIV, ESSC, 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%$120B1.5

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%$278M1.9

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$34M3.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.3

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: WDIV 2013 · ESSC 2025 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

WDIV

ESSC

Eventide Small Cap ETF · $34M[…]

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

WDIVMeasureESSC

+14.1%Year to dateJan 1 → Nov 9+12.7%

+18.9%1 yearTotal return+18.5%

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

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

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

4.18%Trailing 12-mo yield$418 · $59 a year on $10k0.59%

−8.6%Worst dropSmaller is better−12.5%

10.8%VolatilityLower is calmer18.4%

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

6–0WDIV wins

End-of-day Nov 9, 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

9.1%in top 5

ESSC

in top 54.1%

WDIVStockESSC

2.0%LGEN.Lnot top 5

1.9%0992.HKnot top 5

1.8%MOnot top 5

1.7%HIW0.8%

1.7%APA.AXnot top 5

not top 5AROC0.9%

not top 5ESI0.8%

not top 5ASB0.8%

not top 5FNB0.8%

Held in common2.3%

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

WDIV vs ESSC Returns, Every Period

SPDRWDIV

+18.9%

past year

ESSCEventide

+18.5%

past year

WDIVESSCFaded: behind in that period

2–0WDIV wins

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

WDIV vs SCHD

YTD

SPDRWDIV

+14.1%

SCHDSchwab

+33.2%

+14.1%Year to date+33.2%

−8.6%Worst drop · 1Y−6.9%

10.8%Volatility · 1Y11.8%

4.2%Yield3.0%

$278MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: WDIV, ESSC, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

WDIV0.40%$40

ESSC0.49%$49

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

Yields: WDIV, ESSC, SCHD, IWF

4.18%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.18%$418

SCHD2.96%$296

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

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

ESSC$59 − $49 = $10

KeptFee

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

Overlap: WDIV, ESSC, SCHD, IWF

Today

4.7%most shared, WDIV and SCHD

WDIVESSCSCHDIWF

WDIV—2.3%4.7%0.0%

ESSC2.3%—1.1%1.4%

SCHD4.7%1.1%—3.6%

IWF0.0%1.4%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

WDIVWorst drop−8.6%10.8% vol

SCHDWorst drop−6.9%11.8% 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

WDIVSCHD

+14.1%Year to date+33.2%

4.2%Yield3.0%

+18.9%Past year+39.1%

0.40%Fee0.06%

3–1SCHD 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%

$120BAssets$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$59.7B

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