Compare · 4 funds side by side · dividends reinvested

CSSD, SCMC, VIG and VCIT

CSSDCohenSteers×SCMCSterling Capital×VIGVanguard×VCITVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,243VIG · best of the four

02 / 04

CSSD, SCMC, VIG and VCIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B1.9

Cohen & Steers Short Duration Preferred and Income Active ETFBonds & Cash · Short-term0.49%5.25%+2.8%[…][…][…][…][…]$69M2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.5%[…][…][…][…][…]$262M3.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: CSSD 2025 · SCMC 2025 · VIG 2006 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

SCMC

Sterling Capital Multi-Strategy Income ETF · $262M[…]

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

VIGMeasureSCMC

+12.1%Year to dateJan 1 → Nov 6+1.5%

+14.3%1 yearTotal return[…]

+18.6%3 years · per year$10,000 became $16,669 · […][…]

+10.2%5 years · per year$10,000 became $16,243 · […][…]

0.04%Expense ratio$4 · $55 a year on $10k · lower is better0.55%

1.50%Trailing 12-mo yield$150 · $441 a year on $10k4.41%

−7.9%Worst dropSmaller is better[…]

10.8%VolatilityLower is calmer[…]

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

2–1VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs SCMC: Top 5 Holdings

Today

VIG

22.1%in top 5

SCMC

in top 52.9%

VIGStockSCMC

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5APOS1.4%

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA0.5%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VIG vs SCMC Returns, Every Period

VanguardVIG

+14.3%

past year

SCMCSterling Capital

[…]

past year

VIGSCMCFaded: behind in that period

1–0VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VIG vs CSSD

YTD

VanguardVIG

+12.1%

CSSDCohenSteers

+2.8%

+12.1%Year to date+2.8%

−7.9%Worst drop · 1Y[…]

10.8%Volatility · 1Y[…]

1.5%Yield5.2%

$109BAssets$69.5M

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CSSD, SCMC, VIG, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

VIG0.04%$4

CSSD0.49%$49

SCMC0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CSSD, SCMC, VIG, VCIT

5.25%highest, CSSD

FundTrailing yieldYield$10k

CSSD5.25%$525

VCIT5.02%$502

SCMC4.41%$441

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

CSSD$525 − $49 = $476

SCMC$441 − $55 = $386

VIG$150 − $4 = $146

KeptFee

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

Overlap: CSSD, SCMC, VIG, VCIT

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCVIGVCIT

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

VIG0.0%0.0%—[…]

VCIT[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+14.3%VIG, at 10.8% volatility

VCITWorst drop−4.9%4.5% vol

VIGWorst drop−7.9%10.8% vol

CSSDWorst drop[…][…]

SCMCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CSSDVIG

+2.8%Year to date+12.1%

5.2%Yield1.5%

[…]Past year+14.3%

0.49%Fee0.04%

2–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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