Compare · 2 funds side by side · dividends reinvested

SCMC and CGDV

SCMCSterling Capital×CGDVCapital Group×
$33CGDV$55SCMC0.33%CGDV · $33 a year on $10kSCMC · $55 a yearStory of the two · CostLowest cost
01 / 02

SCMC and CGDV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.22%+14.6%+17.5%+26.1%[…]−9.7%12.6%$39.0B1.1
Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$261M1.7
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
@TheETFTracker·theetftracker.com

Head to Head

5Y
Sterling Capital Multi-Strategy Income ETF · $261M[…]
SCMC
CGDV
Capital Group Dividend Value ETF · $39.0B[…]

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

SCMCMeasureCGDV
+1.9%Year to dateJan 1 → Nov 4+14.6%
[…]1 yearTotal return+17.5%
[…]3 years · per year$10,000 became […] · $20,044+26.1%
[…]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 · $122 a year on $10k1.22%
[…]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
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

SCMC vs CGDV Returns, Every Period

1Y
Sterling CapitalSCMC
[…]
past year
CGDVCapital Group
+17.5%
past year
0%+5%+10%+15%+1.9%+14.6%YTD
SCMCCGDVFaded: behind in that period
0–1CGDV wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

SCMC vs CGDV

YTD
Sterling CapitalSCMC
+1.9%
CGDVCapital Group
+14.6%
Jan 1Nov 4+1.9%+14.6%
+1.9%Year to date+14.6%
[…]Worst drop · 1Y−9.7%
[…]Volatility · 1Y12.6%
4.4%Yield1.2%
$261MAssets$39.0B
1–1level
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

Yields: SCMC, CGDV

1Y
4.39%highest, SCMC
FundTrailing yieldYield$10k
SCMC4.39%$439
CGDV1.22%$122
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$384most kept, SCMC
SCMC$439 − $55 = $384
CGDV$122 − $33 = $89
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

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
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+17.5%CGDV, at 12.6% volatility
0%+5%+10%+15%+20%5%10%15%Volatility · 1 year → bumpierCGDV +17.5%
CGDVWorst drop−9.7%12.6% vol
SCMCWorst drop[…][…]
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCMCCGDV
Jan 1Nov 4+1.9%+14.6%
+1.9%Year to date+14.6%
4.4%Yield1.2%
[…]Past year+17.5%
0.55%Fee0.33%
2–1CGDV wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com