Compare · 3 funds side by side · dividends reinvested

SCMC, DGRO and SCHD

SCMCSterling Capital×DGROiShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,573DGRO · best of the three

02 / 04

SCMC, DGRO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$261M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCMC 2025 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Multi-Strategy Income ETF · $261M[…]

SCMC

DGRO

iShares Core Dividend Growth ETF · $46.1B$17,573

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

SCMCMeasureDGRO

+1.9%Year to dateJan 1 → Nov 4+20.6%

[…]1 yearTotal return+24.5%

[…]3 years · per year$10,000 became […] · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

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

4.39%Trailing 12-mo yield$439 · $181 a year on $10k1.81%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer9.7%

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

1–2DGRO 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 DGRO: Top 5 Holdings

Today

SCMC

2.9%in top 5

DGRO

in top 514.8%

SCMCStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

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 DGRO Returns, Every Period

Sterling CapitalSCMC

[…]

past year

DGROiShares

+24.5%

past year

SCMCDGROFaded: behind in that period

0–1DGRO wins

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

SCMC vs SCHD

YTD

Sterling CapitalSCMC

+1.9%

SCHDSchwab

+35.3%

+1.9%Year to date+35.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.5%

4.4%Yield2.9%

$261MAssets$123B

1–1level

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

Cost, Income and Risk

Fees: SCMC, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SCMC0.55%$55

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

Yields: SCMC, DGRO, SCHD

4.39%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.39%$439

SCHD2.91%$291

DGRO1.81%$181

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

Income After Fees on $10,000

$384most kept, SCMC

SCMC$439 − $55 = $384

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

KeptFee

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

Overlap: SCMC, DGRO, SCHD

Today

21.0%most shared, DGRO and SCHD

SCMCDGROSCHD

SCMC—0.0%0.0%

DGRO0.0%—21.0%

SCHD0.0%21.0%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

SCMCSCHD

+1.9%Year to date+35.3%

4.4%Yield2.9%

[…]Past year+41.6%

0.55%Fee0.06%

2–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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