Compare · 2 funds side by side · dividends reinvested

SCEC and SCHD

SCECSterling Capital×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCEC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

Sterling Capital Enhanced Core Bond ETFBonds & Cash · Core aggregate0.39%5.13%−0.9%−0.5%[…][…]−4.8%3.9%$622M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCEC 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

SCEC

Sterling Capital Enhanced Core Bond ETF · $622M[…]

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

SCHDMeasureSCEC

+33.2%Year to dateJan 1 → Nov 9−0.9%

+39.1%1 yearTotal return−0.5%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $39 a year on $10k · lower is better0.39%

2.96%Trailing 12-mo yield$296 · $513 a year on $10k5.13%

−6.9%Worst dropSmaller is better−4.8%

11.8%VolatilityLower is calmer3.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SCEC: Top 5 Holdings

Today

SCHD

21.4%in top 5

SCEC

in top 50.2%

SCHDStockSCEC

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5APOS0.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs SCEC Returns, Every Period

SchwabSCHD

+39.1%

past year

SCECSterling Capital

−0.5%

past year

SCHDSCECFaded: behind in that period

2–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs SCEC

YTD

SchwabSCHD

+33.2%

SCECSterling Capital

−0.9%

+33.2%Year to date−0.9%

−6.9%Worst drop · 1Y−4.8%

11.8%Volatility · 1Y3.9%

3.0%Yield5.1%

$120BAssets$622M

3–1SCEC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCEC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SCEC0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCEC, SCHD

5.13%highest, SCEC

FundTrailing yieldYield$10k

SCEC5.13%$513

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$474most kept, SCEC

SCEC$513 − $39 = $474

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCEC, SCHD

Today

0.0%most shared, SCEC and SCHD

SCECSCHD

SCEC—0.0%

SCHD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCECWorst drop−4.8%3.9% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCECSCHD

−0.9%Year to date+33.2%

5.1%Yield3.0%

−0.5%Past year+39.1%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026