Compare · 4 funds side by side · dividends reinvested

SCMC, IUSB, SCHD and DGRO

SCMCSterling Capital×IUSBiShares×SCHDSchwab×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

Story of the four · IncomeMost incomeSCMC · 4.41% · $441 a year on $10k

Story of the four · RiskSmallest drop

SCMC, IUSB, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.0

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.39%−1.2%−1.1%+4.7%−0.0%−4.3%4.0%$50.3B2.3

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.4%[…][…][…][…][…]$262M2.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SCMC 2025 · IUSB 2014 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCMC

More Ways to See the Pairs

SCMC vs IUSB: Top 5 Holdings

Today

SCMC

2.9%in top 5

IUSB

in top 5[…]

SCMCStockIUSB

1.4%APOSnot top 5

0.5%KEY-PInot top 5

0.5%AEFCnot top 5

0.5%ATH-PAnot top 5

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

Cost, Income and Risk

Fees: SCMC, IUSB, SCHD, DGRO

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

DGRO0.08%$8

SCMC0.55%$55

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IUSB

iShares Core Universal USD Bond ETF · $50.3B$9,984

$10,000 five years ago, dividends reinvested

SCMCMeasureIUSB

+1.4%Year to dateJan 1 → Nov 12−1.2%

[…]1 yearTotal return−1.1%

[…]3 years · per year$10,000 became […] · $11,480+4.7%

[…]5 years · per year$10,000 became […] · $9,984−0.0%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

4.41%Trailing 12-mo yield$441 · $439 a year on $10k4.39%

[…]Worst dropSmaller is better−4.3%

[…]VolatilityLower is calmer4.0%

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

2–1SCMC wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

@TheETFTracker·theetftracker.com

SCMC vs IUSB Returns, Every Period

1Y

Sterling CapitalSCMC

[…]

past year

IUSBiShares

−1.1%

past year

SCMCIUSBFaded: behind in that period

1–0SCMC wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs IUSB

YTD

Sterling CapitalSCMC

+1.4%

IUSBiShares

−1.2%

+1.4%Year to date−1.2%

[…]Worst drop · 1Y−4.3%

[…]Volatility · 1Y4.0%

4.4%Yield4.4%

$262MAssets$50.3B

1–0SCMC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: SCMC, IUSB, SCHD, DGRO

1Y

4.41%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.41%$441

IUSB4.39%$439

SCHD2.93%$293

DGRO1.82%$182

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

Income After Fees on $10,000

1Y

$433most kept, IUSB

IUSB$439 − $6 = $433

SCMC$441 − $55 = $386

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SCMC, IUSB, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

SCMCIUSBSCHDDGRO

SCMC—[…]0.0%0.0%

IUSB[…]—[…][…]

SCHD0.0%[…]—21.1%

DGRO0.0%[…]21.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

IUSBWorst drop−4.3%4.0% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

SCMCWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCMCSCHD

+1.4%Year to date+34.2%

4.4%Yield2.9%

[…]Past year+36.8%

0.55%Fee0.06%

2–1SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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SCMC, IUSB, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four