Compare · 3 funds side by side · dividends reinvested

SCMC, IUSB and SCHD

SCMCSterling Capital×IUSBiShares×SCHDSchwab×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

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

Story of the three · RiskSmallest drop

SCMC, IUSB and SCHD, 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%$124B1.5

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.39%−1.2%−1.1%+4.7%−0.0%−4.3%4.0%$50.0B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.4%[…][…][…][…][…]$262M2.0

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,429

SCHD

SCMC

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

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

SCHD

More Ways to See the Pairs

SCHD vs SCMC: Top 5 Holdings

Today

SCHD

21.7%in top 5

SCMC

in top 52.9%

SCHDStockSCMC

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCMC, IUSB, SCHD

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SCHD0.06%$6

SCMC0.55%$55

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCMC

+34.2%Year to dateJan 1 → Nov 12+1.4%

+36.8%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,257 · […][…]

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $55 a year on $10k · lower is better0.55%

2.93%Trailing 12-mo yield$293 · $441 a year on $10k4.41%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–1SCHD wins

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

not top 5APOS1.4%

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA0.5%

Held in common0.0%

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

SCHD vs SCMC Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

SCMCSterling Capital

[…]

past year

SCHDSCMCFaded: behind in that period

1–0SCHD wins

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

SCHD vs SCMC

YTD

SchwabSCHD

+34.2%

SCMCSterling Capital

+1.4%

+34.2%Year to date+1.4%

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

2.9%Yield4.4%

$124BAssets$262M

1–1level

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

Yields: SCMC, IUSB, SCHD

1Y

4.41%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.41%$441

IUSB4.39%$439

SCHD2.93%$293

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

KeptFee

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

Overlap: SCMC, IUSB, SCHD

Today

0.0%most shared, SCMC and SCHD

SCMCIUSBSCHD

SCMC—[…]0.0%

IUSB[…]—[…]

SCHD0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

IUSBWorst drop−4.3%4.0% 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

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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SCMC, IUSB and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SCMC, IUSB, SCHD