WDIV vs ESSC

AWDIV

BESSC

Measures won4–0WDIV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · WDIV $15,576

Lowest cost0.03%VUG · $3 on $10k

Most income4.20%WDIV · $420 on $10k

Smallest drop−8.6%WDIV · worst fall in 1Y

Held in common2.3%WDIV and ESSC

WDIV

ESSC

State Street SPDR S&P Global Dividend ETF · $281MEventide Small Cap ETF · $34M

+21.4%3 years · per year$17,881 · […][…]

+9.3%5 years · per year$15,576 · […][…]

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

4.20%12-mo yield$420 · $61 on $10k0.61%

−8.6%Worst dropSmaller wins−12.5%

10.6%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%

1.0%DLX0.3%

Held in common2.3%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	−5.0%	+8.4%	+12.8%	new	new	−12.5%	$34M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AWDIV	State Street SPDR S&P Global Dividend ETFRead Desk	0.40%	4.20%	−2.1%	+13.5%	+19.7%	+21.4%	+9.3%	−8.6%	$281M
3	BESSC	Eventide Small Cap ETFRead Desk	0.49%	0.61%	−5.0%	+8.4%	+12.8%	new	new	−12.5%	$34M

End-of-day Nov 5, 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

$15,576

ESSC

Eventide Small Cap

[…]

MeasureWDIVESSC

Fee0.40%0.49%

Cost on $10k a year$40$49

Yield4.20%0.61%

5 years, per year+9.3%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−8.6%−12.5%

Volatility · 1Y10.6%18.3%

4–0measures won
WDIV first

2.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: WDIV, ESSC, VUG

Today

2.3%most shared, WDIV and ESSC

WDIVESSCVUG

WDIV—2.3%0.0%

ESSC2.3%—0.9%

VUG0.0%0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$380most kept, WDIV

WDIV$420 − $40 = $380

VUG$43 − $3 = $40

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee