WDIV vs ESSC

AWDIV

BESSC

Measures won4–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · WDIV $15,515

Lowest cost0.03%VTV · $3 on $10k

Most income4.25%WDIV · $425 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.4%WDIV and ESSC

WDIV

ESSC

State Street SPDR S&P Global Dividend ETF · $286MEventide Small Cap ETF · $34M

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

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

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

4.25%12-mo yield$425 · $61 on $10k0.61%

−8.6%Worst dropSmaller wins−12.5%

10.7%VolatilityLower wins18.3%

4–0WDIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWDIV · ESSC

1.7%HIW0.8%

1.5%NWBI0.7%

1.2%HASI0.4%

1.1%DLX0.4%

Held in common2.4%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AWDIV	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%	$286M
3	BESSC	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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AWDIV	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%	$286M
3	BESSC	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

WDIV vs ESSC

WDIV

SPDR S&P Global Dividend

$15,515

ESSC

Eventide Small Cap

[…]

MeasureWDIVESSC

Fee0.40%0.49%

Cost on $10k a year$40$49

Yield4.25%0.61%

5 years, per year+9.2%[…]

3 years, per year+20.6%[…]

Worst drop · 1Y−8.6%−12.5%

Volatility · 1Y10.7%18.3%

4–0measures won
WDIV first

2.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: WDIV, ESSC, VTV

Today

2.4%most shared, WDIV and ESSC

WDIVESSCVTV

WDIV—2.4%2.0%

ESSC2.4%—1.5%

VTV2.0%1.5%—

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

VTV$187 − $3 = $184

ESSC$61 − $49 = $12

KeptFee

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