Compare SCMC and CGDV

SCMC and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.1

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$262M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCMC 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Sterling Capital Multi-Strategy Income ETF · $262M[…]

SCMC

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

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

SCMCMeasureCGDV

+1.8%Year to dateJan 1 → Nov 4+13.0%

[…]1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $19,988+26.0%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $33 a year on $10k · lower is better0.33%

4.39%Trailing 12-mo yield$439 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer12.6%

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

1–2CGDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs CGDV: Top 5 Holdings

Today

SCMC

2.9%in top 5

CGDV

in top 524.6%

SCMCStockCGDV

not top 5MSFT6.6%

not top 5NVDA6.3%

not top 5AVGO4.4%

not top 5META3.8%

not top 5RTX3.3%

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCMC vs CGDV Returns, Every Period

1Y

Sterling CapitalSCMC

[…]

past year

CGDVCapital Group

+16.1%

past year

SCMCCGDVFaded: behind in that period

0–1CGDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SCMC vs CGDV

YTD

Sterling CapitalSCMC

+1.8%

CGDVCapital Group

+13.0%

+1.8%Year to date+13.0%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y12.6%

4.4%Yield1.2%

$262MAssets$38.8B

1–1level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMC, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SCMC0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCMC, CGDV

1Y

4.39%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.39%$439

CGDV1.23%$123

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$384most kept, SCMC

SCMC$439 − $55 = $384

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCMC, CGDV

Today

0.0%most shared, SCMC and CGDV

SCMCCGDV

SCMC—0.0%

CGDV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.1%CGDV, at 12.6% volatility

CGDVWorst drop−9.7%12.6% vol

SCMCWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCMCCGDV

+1.8%Year to date+13.0%

4.4%Yield1.2%

[…]Past year+16.1%

0.55%Fee0.33%

2–1CGDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026