Compare · 3 funds side by side · dividends reinvested

SCMC, CGDV and SCHD

SCMCSterling Capital×CGDVCapital Group×SCHDSchwab×

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

02 / 04

SCMC, CGDV and SCHD, 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%$120B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.6%+12.9%+23.5%[…]−9.7%13.4%$39.5B2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.5%[…][…][…][…][…]$262M2.3

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: SCMC 2025 · CGDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

CGDV

Capital Group Dividend Value ETF · $39.5B[…]

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

SCMCMeasureCGDV

+1.5%Year to dateJan 1 → Nov 6+9.6%

[…]1 yearTotal return+12.9%

[…]3 years · per year$10,000 became […] · $18,840+23.5%

[…]5 years · per year[…]

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

4.41%Trailing 12-mo yield$441 · $127 a year on $10k1.27%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.4%

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

1–2CGDV wins

End-of-day Nov 6, 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 523.9%

SCMCStockCGDV

not top 5MSFT7.0%

not top 5NVDA5.7%

not top 5AVGO4.0%

not top 5META3.9%

not top 5RTX3.2%

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 6, 2026 · share of each fund

SCMC vs CGDV Returns, Every Period

Sterling CapitalSCMC

[…]

past year

CGDVCapital Group

+12.9%

past year

SCMCCGDVFaded: behind in that period

0–1CGDV wins

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

SCMC vs SCHD

YTD

Sterling CapitalSCMC

+1.5%

SCHDSchwab

+31.4%

+1.5%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

4.4%Yield3.0%

$262MAssets$120B

1–1level

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

Cost, Income and Risk

Fees: SCMC, CGDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

SCMC0.55%$55

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

Yields: SCMC, CGDV, SCHD

4.41%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.41%$441

SCHD3.00%$300

CGDV1.27%$127

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

Income After Fees on $10,000

$386most kept, SCMC

SCMC$441 − $55 = $386

SCHD$300 − $6 = $294

CGDV$127 − $33 = $94

KeptFee

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

Overlap: SCMC, CGDV, SCHD

Today

5.9%most shared, CGDV and SCHD

SCMCCGDVSCHD

SCMC—0.0%0.0%

CGDV0.0%—5.9%

SCHD0.0%5.9%—

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

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

SCMCSCHD

+1.5%Year to date+31.4%

4.4%Yield3.0%

[…]Past year+37.0%

0.55%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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