Compare · 4 funds side by side · dividends reinvested

WDIV, ESSC, SCHD and VUG

WDIVSPDR×ESSCEventide×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

WDIV, ESSC, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

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%$284M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+9.0%+12.2%[…][…]−12.5%18.3%$34M3.2

Rank among the four1st → 4thFee, 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: WDIV 2013 · ESSC 2025 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $284M$15,515

WDIV

ESSC

Eventide Small Cap ETF · $34M[…]

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

WDIVMeasureESSC

+12.2%Year to dateJan 1 → Nov 6+9.0%

+17.5%1 yearTotal return+12.2%

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

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

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

4.25%Trailing 12-mo yield$425 · $61 a year on $10k0.61%

−8.6%Worst dropSmaller is better−12.5%

10.7%VolatilityLower is calmer18.3%

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

6–0WDIV wins

End-of-day Nov 6, 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

9.2%in top 5

ESSC

in top 54.1%

WDIVStockESSC

2.0%LGEN.Lnot top 5

1.9%0992.HKnot top 5

1.8%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

not top 5RRC0.8%

not top 5ASB0.8%

not top 5AROC0.8%

not top 5ESI0.8%

not top 5FNB0.8%

Held in common2.4%

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

WDIV vs ESSC Returns, Every Period

SPDRWDIV

+17.5%

past year

ESSCEventide

+12.2%

past year

WDIVESSCFaded: behind in that period

2–0WDIV wins

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

WDIV vs SCHD

YTD

SPDRWDIV

+12.2%

SCHDSchwab

+31.4%

+12.2%Year to date+31.4%

−8.6%Worst drop · 1Y−6.9%

10.7%Volatility · 1Y11.7%

4.2%Yield3.0%

$284MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: WDIV, ESSC, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

WDIV0.40%$40

ESSC0.49%$49

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

Yields: WDIV, ESSC, SCHD, VUG

4.25%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.25%$425

SCHD3.00%$300

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

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

ESSC$61 − $49 = $12

KeptFee

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

Overlap: WDIV, ESSC, SCHD, VUG

Today

4.7%most shared, WDIV and SCHD

WDIVESSCSCHDVUG

WDIV—2.4%4.7%0.0%

ESSC2.4%—1.2%0.9%

SCHD4.7%1.2%—0.8%

VUG0.0%0.9%0.8%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

WDIVWorst drop−8.6%10.7% vol

SCHDWorst drop−6.9%11.7% 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

WDIVSCHD

+12.2%Year to date+31.4%

4.2%Yield3.0%

+17.5%Past year+37.0%

0.40%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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