Compare · 3 funds side by side · dividends reinvested

WDIV, ESSC and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

WDIV, ESSC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.20%+13.5%+19.7%+21.4%+9.3%−8.6%10.6%$281M1.4

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: WDIV 2013 · ESSC 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $281M$15,576

WDIV

ESSC

Eventide Small Cap ETF · $34M[…]

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

WDIVMeasureESSC

+13.5%Year to dateJan 1 → Nov 5+8.4%

+19.7%1 yearTotal return+12.8%

+21.4%3 years · per year$10,000 became $17,881 · […][…]

+9.3%5 years · per year$10,000 became $15,576 · […][…]

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

4.20%Trailing 12-mo yield$420 · $61 a year on $10k0.61%

−8.6%Worst dropSmaller is better−12.5%

10.6%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 5, 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

9.4%in top 5

ESSC

in top 54.1%

WDIVStockESSC

2.0%0992.HKnot top 5

2.0%LGEN.Lnot top 5

1.9%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

not top 5ESI0.8%

not top 5AROC0.8%

not top 5RRC0.8%

not top 5ASB0.8%

not top 5FNB0.8%

Held in common2.3%

End-of-day Nov 5, 2026 · share of each fund

WDIV vs ESSC Returns, Every Period

SPDRWDIV

+19.7%

past year

ESSCEventide

+12.8%

past year

WDIVESSCFaded: behind in that period

2–0WDIV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: WDIV vs ESSC

YTD

SPDRWDIV

+13.5%

ESSCEventide

+8.4%

+13.5%Year to date+8.4%

−8.6%Worst drop · 1Y−12.5%

10.6%Volatility · 1Y18.3%

4.2%Yield0.6%

$281MAssets$34.0M

4–0WDIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WDIV, ESSC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

WDIV0.40%$40

ESSC0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: WDIV, ESSC, VUG

4.20%highest, WDIV

FundTrailing yieldYield$10k

WDIV4.20%$420

ESSC0.61%$61

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

VUG$43 − $3 = $40

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: WDIV, ESSC, VUG

Today

2.3%most shared, WDIV and ESSC

WDIVESSCVUG

WDIV—2.3%0.0%

ESSC2.3%—0.9%

VUG0.0%0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.7%WDIV, at 10.6% volatility

WDIVWorst drop−8.6%10.6% vol

ESSCWorst drop−12.5%18.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

WDIVESSC

+13.5%Year to date+8.4%

4.2%Yield0.6%

+19.7%Past year+12.8%

0.40%Fee0.49%

4–0WDIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026