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WDIV and ESSC share 2.2% of their holdings.
| Side by side | WDIV | ESSC |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.40% | 0.49% |
| Cost per year on $10k | $40 | $49 |
| Trailing 12-mo yield | 4.18% | 0.59% |
| Income per year on $10k | $418 | $59 |
| YTD | +14.1% | +12.3% |
| 1 year | +20.0% | +15.5% |
| 3 years · per year | +22.1% | — |
| 5 years · per year | +9.3% | — |
| Worst drop · 1Y | −8.6% | −12.5% |
| Volatility · 1Y | 10.1% | 17.6% |
| Holdings | 90 | 0 |
| Assets | $281M | $35M |
| Leverage | None | None |
| Since | 2013 | 2025 |
Highlighted = best in the row. Returns include dividends.