Compare · 3 funds side by side · dividends reinvested

SCEP, SCHD and VIG

SCEPSterling Capital×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SCEP, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

Sterling Capital Hedged Equity Premium Income ETFIncome · Covered calls0.65%6.40%+2.5%[…][…][…][…][…]$246M2.3

Rank among the three1st → 3rdFee, 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: SCEP 2025 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Hedged Equity Premium Income ETF · $246M[…]

SCEP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

SCEPMeasureSCHD

+2.5%Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

6.40%Trailing 12-mo yield$640 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–2SCHD wins

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

More Ways to See the Pairs

SCEP vs SCHD: Top 5 Holdings

Today

SCEP

26.9%in top 5

SCHD

in top 521.4%

SCEPStockSCHD

6.8%AAPLnot top 5

5.2%NVDAnot top 5

5.1%AMZNnot top 5

5.0%MSFTnot top 5

4.7%GOOGLnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common5.2%

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

SCEP vs SCHD Returns, Every Period

Sterling CapitalSCEP

[…]

past year

SCHDSchwab

+37.0%

past year

SCEPSCHDFaded: behind in that period

0–1SCHD wins

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

SCEP vs SCHD

YTD

Sterling CapitalSCEP

+2.5%

SCHDSchwab

+31.4%

+2.5%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

6.4%Yield3.0%

$246MAssets$120B

1–1level

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

Cost, Income and Risk

Fees: SCEP, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SCEP0.65%$65

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

Yields: SCEP, SCHD, VIG

6.40%highest, SCEP

FundTrailing yieldYield$10k

SCEP6.40%$640

SCHD3.00%$300

VIG1.50%$150

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

Income After Fees on $10,000

$575most kept, SCEP

SCEP$640 − $65 = $575

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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

Overlap: SCEP, SCHD, VIG

Today

41.6%most shared, SCEP and VIG

SCEPSCHDVIG

SCEP—5.2%41.6%

SCHD5.2%—14.5%

VIG41.6%14.5%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

SCEPWorst drop[…][…]

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

Paid More vs Made More

YTD

SCEPSCHD

+2.5%Year to date+31.4%

6.4%Yield3.0%

[…]Past year+37.0%

0.65%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026