ESSC vs WDIV

AESSC

BWDIV

Measures won0–4WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income4.25%WDIV · $425 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.4%ESSC and WDIV

ESSC

WDIV

Eventide Small Cap ETF · $34MState Street SPDR S&P Global Dividend ETF · $284M

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

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

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

0.61%12-mo yield$61 · $425 on $10k4.25%

−12.5%Worst dropSmaller wins−8.6%

18.3%VolatilityLower wins10.7%

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 common2.4%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$284M
4	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	+0.6%	+9.0%	+12.2%	new	new	−12.5%	$34M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.25%	−1.1%	+12.2%	+17.5%	+20.6%	+9.2%	−8.6%	$284M
4	AESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	+0.6%	+9.0%	+12.2%	new	new	−12.5%	$34M

End-of-day Nov 6, 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

$15,515

MeasureESSCWDIV

Fee0.49%0.40%

Cost on $10k a year$49$40

Yield0.61%4.25%

5 years, per year[…]+9.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−12.5%−8.6%

Volatility · 1Y18.3%10.7%

4–0measures won
WDIV first

2.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ESSC, WDIV, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

ESSCWDIVSCHDVIG

ESSC—2.4%1.2%1.5%

WDIV2.4%—4.7%0.0%

SCHD1.2%4.7%—14.5%

VIG1.5%0.0%14.5%—

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

Income After Fees on $10,000

$385most kept, WDIV

WDIV$425 − $40 = $385

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

ESSC$61 − $49 = $12

KeptFee

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