Compare · 2 funds side by side · dividends reinvested

SCEP and VOO

SCEPSterling Capital×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 03

SCEP and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.1

Sterling Capital Hedged Equity Premium Income ETFIncome · Covered calls0.65%6.43%+2.1%[…][…][…][…][…]$243M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCEP 2025 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Hedged Equity Premium Income ETF · $243M[…]

SCEP

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 46.4% in common

SCEPMeasureVOO

+2.1%Year to dateJan 1 → Nov 5+8.4%

[…]1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

6.43%Trailing 12-mo yield$643 · $110 a year on $10k1.10%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.5%

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

1–2VOO wins

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

More Ways to See the Pairs

SCEP vs VOO: Top 5 Holdings

Today

SCEP

27.0%in top 5

VOO

in top 528.3%

SCEPStockVOO

5.5%NVDA8.4%

6.7%AAPL7.4%

5.0%MSFT5.8%

5.1%AMZN3.7%

4.7%GOOGL3.1%

Held in common46.4%

End-of-day Nov 5, 2026 · share of each fund

SCEP vs VOO Returns, Every Period

Sterling CapitalSCEP

[…]

past year

VOOVanguard

+9.8%

past year

SCEPVOOFaded: behind in that period

0–1VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: SCEP vs VOO

YTD

Sterling CapitalSCEP

+2.1%

VOOVanguard

+8.4%

+2.1%Year to date+8.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.5%

6.4%Yield1.1%

$243MAssets$1.00T

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCEP, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCEP0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCEP, VOO

6.43%highest, SCEP

FundTrailing yieldYield$10k

SCEP6.43%$643

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$578most kept, SCEP

SCEP$643 − $65 = $578

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCEP, VOO

Today

46.4%most shared, SCEP and VOO

SCEPVOO

SCEP—46.4%

VOO46.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SCEPWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCEPVOO

+2.1%Year to date+8.4%

6.4%Yield1.1%

[…]Past year+9.8%

0.65%Fee0.03%

2–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026