ESSC vs WDIV

AESSC

BWDIV

Measures won0–4WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income4.18%WDIV · $418 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 · $278M

[…]3 years · per year[…] · $17,407+20.3%

[…]5 years · per year[…] · $15,634+9.3%

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

0.59%12-mo yield$59 · $418 on $10k4.18%

−12.5%Worst dropSmaller wins−8.6%

18.4%VolatilityLower wins10.8%

0–4WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsESSC · WDIV

0.8%HIW1.7%

0.7%NWBI1.5%

0.4%HASI1.2%

0.4%DLX1.1%

Held in common2.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.18%	+1.6%	+14.1%	+18.9%	+20.3%	+9.3%	−8.6%	$278M
4	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+3.3%	+12.7%	+18.5%	new	new	−12.5%	$34M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.18%	+1.6%	+14.1%	+18.9%	+20.3%	+9.3%	−8.6%	$278M
4	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+3.3%	+12.7%	+18.5%	new	new	−12.5%	$34M

End-of-day Nov 9, 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

$15,634

MeasureESSCWDIV

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield0.59%4.18%

5 years, per year[…]+9.3%

3 years, per year[…]+20.3%

Worst drop · 1Y−12.5%−8.6%

Volatility · 1Y18.4%10.8%

4–0measures won
WDIV first

2.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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

Overlap: ESSC, WDIV, IWF, VUG

Today

78.1%most shared, IWF and VUG

ESSCWDIVIWFVUG

ESSC—2.3%1.4%0.9%

WDIV2.3%—0.0%0.0%

IWF1.4%0.0%—78.1%

VUG0.9%0.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$378most kept, WDIV

WDIV$418 − $40 = $378

VUG$41 − $3 = $38

IWF$38 − $18 = $20

ESSC$59 − $49 = $10

KeptFee

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