Compare · 3 funds side by side · dividends reinvested

SCMC, CGDV and VYM

SCMCSterling Capital×CGDVCapital Group×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

SCMC, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.5B2.0

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$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 5, 2026 · returns include dividends · since: SCMC 2025 · CGDV 2022 · VYM 2006

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

+1.8%Year to dateJan 1 → Nov 5+9.7%

[…]1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]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 · $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 5, 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 524.4%

SCMCStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

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 5, 2026 · share of each fund

SCMC vs CGDV Returns, Every Period

Sterling CapitalSCMC

[…]

past year

CGDVCapital Group

+13.2%

past year

SCMCCGDVFaded: behind in that period

0–1CGDV wins

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

SCMC vs VYM

YTD

Sterling CapitalSCMC

+1.8%

VYMVanguard

+13.3%

+1.8%Year to date+13.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.6%

4.4%Yield2.3%

$262MAssets$78.9B

1–1level

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

Cost, Income and Risk

Fees: SCMC, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

SCMC0.55%$55

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

Yields: SCMC, CGDV, VYM

4.39%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.39%$439

VYM2.30%$230

CGDV1.27%$127

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

Income After Fees on $10,000

$384most kept, SCMC

SCMC$439 − $55 = $384

VYM$230 − $4 = $226

CGDV$127 − $33 = $94

KeptFee

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

Overlap: SCMC, CGDV, VYM

Today

23.0%most shared, CGDV and VYM

SCMCCGDVVYM

SCMC—0.0%0.0%

CGDV0.0%—23.0%

VYM0.0%23.0%—

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

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

CGDVWorst drop−9.7%13.4% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

SCMCVYM

+1.8%Year to date+13.3%

4.4%Yield2.3%

[…]Past year+17.7%

0.55%Fee0.04%

2–1VYM 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026