Compare · 4 funds side by side · dividends reinvested

SCEC, VOO, MUB and IVV

SCECSterling Capital×VOOVanguard×MUBiShares×IVViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,545IVV · best of the four

02 / 04

SCEC, VOO, MUB and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.5

Sterling Capital Enhanced Core Bond ETFBonds & Cash · Core aggregate0.39%5.13%−0.9%−0.5%[…][…]−4.8%3.9%$622M2.7

Rank among the four1st → 4thFee, 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 · VOO 2010 · MUB 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCEC

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

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

SCECMeasureVOO

−0.9%Year to dateJan 1 → Nov 9+11.3%

−0.5%1 yearTotal return+13.6%

[…]3 years · per year$10,000 became […] · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,543+11.9%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

5.13%Trailing 12-mo yield$513 · $107 a year on $10k1.07%

−4.8%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.7%

SCECVOO 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

SCEC vs VOO: Top 5 Holdings

Today

SCEC

0.2%in top 5

VOO

in top 528.3%

SCECStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.2%APOSnot top 5

Held in common0.0%

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

SCEC vs VOO Returns, Every Period

Sterling CapitalSCEC

−0.5%

past year

VOOVanguard

+13.6%

past year

SCECVOOFaded: behind in that period

0–2VOO wins

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

SCEC vs MUB

YTD

Sterling CapitalSCEC

−0.9%

MUBiShares

+0.7%

−0.9%Year to date+0.7%

−4.8%Worst drop · 1Y−6.3%

3.9%Volatility · 1Y3.7%

5.1%Yield3.3%

$622MAssets$55.1B

2–2level

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

Cost, Income and Risk

Fees: SCEC, VOO, MUB, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MUB0.05%$5

SCEC0.39%$39

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

Yields: SCEC, VOO, MUB, IVV

5.13%highest, SCEC

FundTrailing yieldYield$10k

SCEC5.13%$513

MUB3.26%$326

IVV1.11%$111

VOO1.07%$107

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

Income After Fees on $10,000

$474most kept, SCEC

SCEC$513 − $39 = $474

MUB$326 − $5 = $321

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: SCEC, VOO, MUB, IVV

Today

92.7%most shared, VOO and IVV

SCECVOOMUBIVV

SCEC—0.0%[…]0.0%

VOO0.0%—[…]92.7%

MUB[…][…]—[…]

IVV0.0%92.7%[…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

MUBWorst drop−6.3%3.7% vol

SCECWorst drop−4.8%3.9% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

SCECIVV

−0.9%Year to date+11.3%

5.1%Yield1.1%

−0.5%Past year+13.6%

0.39%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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