ESSC vs WDIV

AESSC

BWDIV

Measures won0–4WDIV wins · of 6 · 5Y

$10,000 · 5Y$15,576WDIV

Lowest cost0.40%WDIV · $40 on $10k

Most income4.11%WDIV · $411 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common2.3%ESSC and WDIV

ESSC

WDIV

Eventide Small Cap ETF · $34MState Street SPDR S&P Global Dividend ETF · $281M

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

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

0.49%Expense ratio$49 · $40 on $10k · lower wins0.40%

0.58%12-mo yield$58 · $411 on $10k4.11%

−12.5%Worst dropSmaller wins−8.6%

17.6%VolatilityLower wins10.4%

0–4WDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsESSC · WDIV

0.8%HIW1.7%

0.7%NWBI1.5%

0.4%HASI1.2%

0.3%DLX1.0%

Held in common2.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
2	AESSC	Eventide Small Cap ETFRead Desk		0.49%	0.58%	+1.5%	+14.1%	+17.1%	new	new	−12.5%	$34M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk		0.40%	4.11%	+2.3%	+15.9%	+22.0%	+22.4%	+9.8%	−8.6%	$281M
2	AESSC	Eventide Small Cap ETFRead Desk		0.49%	0.58%	+1.5%	+14.1%	+17.1%	new	new	−12.5%	$34M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ESSC vs WDIV

ESSC

Eventide Small Cap

[…]

WDIV

SPDR S&P Global Dividend

$15,980

MeasureESSCWDIV

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield0.58%4.11%

5 years, per year[…]+9.8%

3 years, per year[…]+22.4%

Worst drop · 1Y−12.5%−8.6%

Volatility · 1Y17.6%10.4%

4–0measures won
WDIV first

2.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ESSC, WDIV

Today

2.3%most shared, ESSC and WDIV

ESSCWDIV

ESSC—2.3%

WDIV2.3%—

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

Income After Fees on $10,000

$371most kept, WDIV

WDIV$411 − $40 = $371

ESSC$58 − $49 = $9

KeptFee

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