WDIV vs ESSC

AWDIV

BESSC

Measures won4–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income4.18%WDIV · $418 on $10k

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

Held in common2.3%WDIV and ESSC

WDIV

ESSC

State Street SPDR S&P Global Dividend ETF · $278MEventide Small Cap ETF · $34M

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

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

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

4.18%12-mo yield$418 · $59 on $10k0.59%

−8.6%Worst dropSmaller wins−12.5%

10.8%VolatilityLower wins18.4%

4–0WDIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWDIV · ESSC

1.7%HIW0.8%

1.5%NWBI0.7%

1.2%HASI0.4%

1.1%DLX0.4%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AWDIV	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	BESSC	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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AWDIV	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	BESSC	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

WDIV vs ESSC

WDIV

SPDR S&P Global Dividend

$15,634

ESSC

Eventide Small Cap

[…]

MeasureWDIVESSC

Fee0.40%0.49%

Cost on $10k a year$40$49

Yield4.18%0.59%

5 years, per year+9.3%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−8.6%−12.5%

Volatility · 1Y10.8%18.4%

4–0measures won
WDIV first

2.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$59.7B

1–1level

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: WDIV, ESSC, SCHD, IWF

Today

4.7%most shared, WDIV and SCHD

WDIVESSCSCHDIWF

WDIV—2.3%4.7%0.0%

ESSC2.3%—1.1%1.4%

SCHD4.7%1.1%—3.6%

IWF0.0%1.4%3.6%—

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

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

ESSC$59 − $49 = $10

KeptFee

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