Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, SCHD and SGOV

CSSDCohenSteers×SCMCSterling Capital×SCHDSchwab×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

CSSD, SCMC, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.7%[…][…][…][…][…]$69M2.3

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Multi-Strategy Income ETF · $261M[…]

SCMC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCMCMeasureSCHD

+1.8%Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

4.39%Trailing 12-mo yield$439 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

SCMCSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs SCHD: Top 5 Holdings

Today

SCMC

2.9%in top 5

SCHD

in top 521.7%

SCMCStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SCMC vs SCHD Returns, Every Period

Sterling CapitalSCMC

[…]

past year

SCHDSchwab

+38.7%

past year

SCMCSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs CSSD

YTD

Sterling CapitalSCMC

+1.8%

CSSDCohenSteers

+2.7%

+1.8%Year to date+2.7%

[…]Worst drop · 1Y[…]

[…]Volatility · 1Y[…]

4.4%Yield5.3%

$261MAssets$68.6M

2–0CSSD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, SCHD, SGOV

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

SCMC4.39%$439

SGOV3.63%$363

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

SCMC$439 − $55 = $384

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

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

Overlap: CSSD, SCMC, SCHD, SGOV

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCSCHDSGOV

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

SCHD0.0%0.0%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

SCHDWorst drop−6.9%11.7% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDSCHD

+2.7%Year to date+32.3%

5.3%Yield3.0%

[…]Past year+38.7%

0.49%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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