Compare · 3 funds side by side · dividends reinvested

SCMC, DGRO and JEPI

SCMCSterling Capital×DGROiShares×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

SCMC, DGRO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$262M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCMC 2025 · DGRO 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

DGRO

iShares Core Dividend Growth ETF · $44.7B$17,131

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

SCMCMeasureDGRO

+1.9%Year to dateJan 1 → Nov 9+18.8%

[…]1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,571+20.7%

[…]5 years · per year$10,000 became […] · $17,131+11.4%

0.55%Expense ratio$55 · $8 a year on $10k · lower is better0.08%

4.39%Trailing 12-mo yield$439 · $184 a year on $10k1.84%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.3%

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

1–2DGRO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs DGRO: Top 5 Holdings

Today

SCMC

2.9%in top 5

DGRO

in top 515.1%

SCMCStockDGRO

not top 5MSFT3.1%

not top 5AAPL3.1%

not top 5ABBV3.1%

not top 5XOM3.0%

not top 5JNJ2.9%

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 9, 2026 · share of each fund

SCMC vs DGRO Returns, Every Period

Sterling CapitalSCMC

[…]

past year

DGROiShares

+22.9%

past year

SCMCDGROFaded: behind in that period

0–1DGRO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCMC vs JEPI

YTD

Sterling CapitalSCMC

+1.9%

JEPIJ.P. Morgan

+7.5%

+1.9%Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

4.4%Yield7.9%

$262MAssets$45.2B

2–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMC, DGRO, JEPI

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

SCMC0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCMC, DGRO, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCMC4.39%$439

DGRO1.84%$184

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCMC$439 − $55 = $384

DGRO$184 − $8 = $176

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCMC, DGRO, JEPI

Today

34.4%most shared, DGRO and JEPI

SCMCDGROJEPI

SCMC—0.0%0.0%

DGRO0.0%—34.4%

JEPI0.0%34.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

SCMCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+18.8%

7.9%Yield1.8%

+10.9%Past year+22.9%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026