Compare · 3 funds side by side · dividends reinvested

SCMC, DGRO and VYM

SCMCSterling Capital×DGROiShares×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

SCMC, DGRO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

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 · DGRO 2014 · VYM 2006

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 · $44.9B$16,835

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

SCMCMeasureDGRO

+1.5%Year to dateJan 1 → Nov 6+16.6%

[…]1 yearTotal return+20.3%

[…]3 years · per year$10,000 became […] · $17,593+20.7%

[…]5 years · per year$10,000 became […] · $16,835+11.0%

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

4.41%Trailing 12-mo yield$441 · $187 a year on $10k1.87%

[…]Worst dropSmaller is better−6.5%

[…]VolatilityLower is calmer10.2%

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

1–2DGRO 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 DGRO: Top 5 Holdings

Today

SCMC

2.9%in top 5

DGRO

in top 515.0%

SCMCStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

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 DGRO Returns, Every Period

Sterling CapitalSCMC

[…]

past year

DGROiShares

+20.3%

past year

SCMCDGROFaded: behind in that period

0–1DGRO wins

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

SCMC vs VYM

YTD

Sterling CapitalSCMC

+1.5%

VYMVanguard

+12.8%

+1.5%Year to date+12.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.6%

4.4%Yield2.3%

$262MAssets$78.9B

1–1level

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

Cost, Income and Risk

Fees: SCMC, DGRO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DGRO0.08%$8

SCMC0.55%$55

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

Yields: SCMC, DGRO, VYM

4.41%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.41%$441

VYM2.31%$231

DGRO1.87%$187

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

Income After Fees on $10,000

$386most kept, SCMC

SCMC$441 − $55 = $386

VYM$231 − $4 = $227

DGRO$187 − $8 = $179

KeptFee

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

Overlap: SCMC, DGRO, VYM

Today

61.3%most shared, DGRO and VYM

SCMCDGROVYM

SCMC—0.0%0.0%

DGRO0.0%—61.3%

VYM0.0%61.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

VYMWorst drop−6.7%10.6% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

SCMCDGRO

+1.5%Year to date+16.6%

4.4%Yield1.9%

[…]Past year+20.3%

0.55%Fee0.08%

2–1DGRO 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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