Compare · 2 funds side by side · dividends reinvested

SCEP and VIG

SCEPSterling Capital×VIGVanguard×

Versus in desk

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

02 / 03

SCEP and VIG, 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%$109B1.1

Sterling Capital Hedged Equity Premium Income ETFIncome · Covered calls0.65%6.40%+2.5%[…][…][…][…][…]$246M1.7

Rank among the two1st → 2ndFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCEP

VIG

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

$10,000 five years ago, dividends reinvested · they hold 41.6% in common

SCEPMeasureVIG

+2.5%Year to dateJan 1 → Nov 6+12.1%

[…]1 yearTotal return+14.3%

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

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

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

6.40%Trailing 12-mo yield$640 · $150 a year on $10k1.50%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

1–2VIG 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 VIG: Top 5 Holdings

Today

SCEP

26.9%in top 5

VIG

in top 522.1%

SCEPStockVIG

6.8%AAPL4.9%

5.2%NVDAnot top 5

5.1%AMZNnot top 5

5.0%MSFT4.9%

4.7%GOOGLnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common41.6%

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

SCEP vs VIG Returns, Every Period

Sterling CapitalSCEP

[…]

past year

VIGVanguard

+14.3%

past year

SCEPVIGFaded: behind in that period

0–1VIG wins

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

SCEP vs VIG

YTD

Sterling CapitalSCEP

+2.5%

VIGVanguard

+12.1%

+2.5%Year to date+12.1%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y10.8%

6.4%Yield1.5%

$246MAssets$109B

1–1level

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

Cost, Income and Risk

Fees: SCEP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCEP0.65%$65

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

Yields: SCEP, VIG

6.40%highest, SCEP

FundTrailing yieldYield$10k

SCEP6.40%$640

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

VIG$150 − $4 = $146

KeptFee

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

Overlap: SCEP, VIG

Today

41.6%most shared, SCEP and VIG

SCEPVIG

SCEP—41.6%

VIG41.6%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SCEPWorst drop[…][…]

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

Paid More vs Made More

YTD

SCEPVIG

+2.5%Year to date+12.1%

6.4%Yield1.5%

[…]Past year+14.3%

0.65%Fee0.04%

2–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$44.9BAssets$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