ESSC vs WDIV

AESSC

BWDIV

Measures won0–4WDIV wins · of 6 · 5Y

$10,000 · 5Y$15,546WDIV · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income4.21%WDIV · $421 on $10k

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

Held in common2.3%ESSC and WDIV

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

[…]3 years · per year[…] · $17,316+20.1%

[…]5 years · per year[…] · $15,546+9.2%

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

0.60%12-mo yield$60 · $421 on $10k4.21%

Cards for this view

ESSC

Eventide Small Cap

[…]

WDIV

SPDR S&P Global Dividend

$15,546

MeasureESSCWDIV

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield0.60%4.21%

5 years, per year[…]+9.2%

3 years, per year[…]+20.1%

Worst drop · 1Y−12.5%−8.6%

Volatility · 1Y18.5%10.7%

#
1	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.21%	−0.3%	+13.2%	+15.6%	+20.1%	+9.2%	−8.6%	$281M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.60%	−1.6%	+11.1%	+14.6%	new	new	−12.5%	$34M

#
1	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.21%	−0.3%	+13.2%	+15.6%	+20.1%	+9.2%	−8.6%	$281M
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.60%	−1.6%	+11.1%	+14.6%	new	new	−12.5%	$34M

Loading…