Compare · 3 funds side by side · dividends reinvested

SCMC, BNDX and SCHD

SCMCSterling Capital×BNDXVanguard×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCMC, BNDX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCMC 2025 · BNDX 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Multi-Strategy Income ETF · $261M[…]

SCMC

BNDX

Vanguard Total International Bond ETF · $82.9B$10,186

$10,000 five years ago, dividends reinvested

SCMCMeasureBNDX

+1.8%Year to dateJan 1 → Nov 5+0.8%

[…]1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $11,463+4.7%

[…]5 years · per year$10,000 became […] · $10,186+0.4%

0.55%Expense ratio$55 · $7 a year on $10k · lower is better0.07%

4.39%Trailing 12-mo yield$439 · $464 a year on $10k4.64%

[…]Worst dropSmaller is better−3.2%

[…]VolatilityLower is calmer3.8%

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

1–2BNDX wins

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

More Ways to See the Pairs

SCMC vs BNDX: Top 5 Holdings

Today

SCMC

2.9%in top 5

BNDX

in top 5[…]

SCMCStockBNDX

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common[…]

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

SCMC vs BNDX Returns, Every Period

Sterling CapitalSCMC

[…]

past year

BNDXVanguard

+0.2%

past year

SCMCBNDXFaded: behind in that period

1–0SCMC wins

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

Income vs Bonds: SCMC vs BNDX

YTD

Sterling CapitalSCMC

+1.8%

BNDXVanguard

+0.8%

+1.8%Year to date+0.8%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y3.8%

4.4%Yield4.6%

$261MAssets$82.9B

1–1level

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

Cost, Income and Risk

Fees: SCMC, BNDX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BNDX0.07%$7

SCMC0.55%$55

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

Yields: SCMC, BNDX, SCHD

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

SCMC4.39%$439

SCHD2.98%$298

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

SCMC$439 − $55 = $384

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCMC, BNDX, SCHD

Today

0.0%most shared, SCMC and SCHD

SCMCBNDXSCHD

SCMC—[…]0.0%

BNDX[…]—[…]

SCHD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

BNDXWorst drop−3.2%3.8% vol

SCHDWorst drop−6.9%11.7% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

BNDXSCHD

+0.8%Year to date+32.3%

4.6%Yield3.0%

+0.2%Past year+38.7%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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