Compare · 2 funds side by side · dividends reinvested

SCMC and IVV

SCMCSterling Capital×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 03

SCMC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.1

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCMC 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

SCMC

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

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

IVVMeasureSCMC

+8.4%Year to dateJan 1 → Nov 5+1.8%

+9.7%1 yearTotal return[…]

+22.1%3 years · per year$10,000 became $18,221 · […][…]

+11.4%5 years · per year$10,000 became $17,151 · […][…]

0.03%Expense ratio$3 · $55 a year on $10k · lower is better0.55%

1.14%Trailing 12-mo yield$114 · $439 a year on $10k4.39%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–1IVV wins

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

More Ways to See the Pairs

IVV vs SCMC: Top 5 Holdings

Today

IVV

27.7%in top 5

SCMC

in top 52.9%

IVVStockSCMC

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

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 5, 2026 · share of each fund

IVV vs SCMC Returns, Every Period

iSharesIVV

+9.7%

past year

SCMCSterling Capital

[…]

past year

IVVSCMCFaded: behind in that period

1–0IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs SCMC

YTD

iSharesIVV

+8.4%

SCMCSterling Capital

+1.8%

+8.4%Year to date+1.8%

−8.9%Worst drop · 1Y[…]

13.6%Volatility · 1Y[…]

1.1%Yield4.4%

$887BAssets$261M

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SCMC0.55%$55

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCMC, IVV

4.39%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.39%$439

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$384most kept, SCMC

SCMC$439 − $55 = $384

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCMC, IVV

Today

0.0%most shared, SCMC and IVV

SCMCIVV

SCMC—0.0%

IVV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

SCMCWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCMCIVV

+1.8%Year to date+8.4%

4.4%Yield1.1%

[…]Past year+9.7%

0.55%Fee0.03%

2–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026