WDIV vs ESSC

AWDIV

BESSC

Measures won4–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · WDIV $15,488

Lowest cost0.06%SCHD · $6 on $10k

Most income4.21%WDIV · $421 on $10k

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

Held in common2.2%WDIV and ESSC

WDIV

ESSC

State Street SPDR S&P Global Dividend ETF · $283MEventide Small Cap ETF · $34M

+21.9%3 years · per year$18,118 · […][…]

+9.1%5 years · per year$15,488 · […][…]

0.40%Expense ratio$40 · $49 on $10k · lower wins0.49%

4.21%12-mo yield$421 · $59 on $10k0.59%

−8.6%Worst dropSmaller wins−12.5%

10.1%VolatilityLower wins17.6%

4–0WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · ESSC

1.7%HIW0.8%

1.5%NWBI0.7%

1.1%HASI0.4%

1.0%DLX0.3%

Held in common2.2%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.21%	−0.8%	+13.2%	+19.3%	+21.9%	+9.1%	−8.6%	$283M
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+0.1%	+12.4%	+14.9%	new	new	−12.5%	$34M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.21%	−0.8%	+13.2%	+19.3%	+21.9%	+9.1%	−8.6%	$283M
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.59%	+0.1%	+12.4%	+14.9%	new	new	−12.5%	$34M

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

Cards for this view

WDIV vs ESSC

WDIV

SPDR S&P Global Dividend

$15,488

ESSC

Eventide Small Cap

[…]

MeasureWDIVESSC

Fee0.40%0.49%

Cost on $10k a year$40$49

Yield4.21%0.59%

5 years, per year+9.1%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.6%−12.5%

Volatility · 1Y10.1%17.6%

4–0measures won
WDIV first

2.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: WDIV, ESSC, SCHD

Today

5.0%most shared, WDIV and SCHD

WDIVESSCSCHD

WDIV—2.2%5.0%

ESSC2.2%—1.2%

SCHD5.0%1.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$381most kept, WDIV

WDIV$421 − $40 = $381

SCHD$297 − $6 = $291

ESSC$59 − $49 = $10

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee