Compare · 4 funds side by side · dividends reinvested

WDIV, ESSC, SCHD and VIG

WDIVSPDR×ESSCEventide×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

WDIV, ESSC, SCHD and VIG, 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%$122B1.8

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%$278M2.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.3

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.59%+12.7%+18.5%[…][…]−12.5%18.4%$34M3.8

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 · VIG 2006

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$122B

2–2level

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

Cost, Income and Risk

Fees: WDIV, ESSC, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

WDIV0.40%$40

ESSC0.49%$49

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

Yields: WDIV, ESSC, SCHD, VIG

4.18%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.18%$418

SCHD2.96%$296

VIG1.46%$146

ESSC0.59%$59

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

VIG$146 − $4 = $142

ESSC$59 − $49 = $10

KeptFee

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

Overlap: WDIV, ESSC, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

WDIVESSCSCHDVIG

WDIV—2.3%4.7%0.0%

ESSC2.3%—1.1%1.5%

SCHD4.7%1.1%—14.5%

VIG0.0%1.5%14.5%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

ESSCWorst drop−12.5%18.4% 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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026