Compare · 3 funds side by side · dividends reinvested

SCMC, SCHD and AGG

SCMCSterling Capital×SCHDSchwab×AGGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCMC, SCHD and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCMC 2025 · SCHD 2011 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

SCMCMeasureSCHD

+1.8%Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

4.39%Trailing 12-mo yield$439 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–2SCHD wins

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

More Ways to See the Pairs

SCMC vs SCHD: Top 5 Holdings

Today

SCMC

2.9%in top 5

SCHD

in top 521.7%

SCMCStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

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 5, 2026 · share of each fund

SCMC vs SCHD Returns, Every Period

Sterling CapitalSCMC

[…]

past year

SCHDSchwab

+38.7%

past year

SCMCSCHDFaded: behind in that period

0–1SCHD wins

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

Income vs Bonds: SCMC vs AGG

YTD

Sterling CapitalSCMC

+1.8%

AGGiShares

+0.1%

+1.8%Year to date+0.1%

[…]Worst drop · 1Y−4.6%

[…]Volatility · 1Y4.1%

4.4%Yield4.1%

$261MAssets$139B

2–0SCMC wins

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

Cost, Income and Risk

Fees: SCMC, SCHD, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SCHD0.06%$6

SCMC0.55%$55

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

Yields: SCMC, SCHD, AGG

4.39%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.39%$439

AGG4.12%$412

SCHD2.98%$298

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

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

SCMC$439 − $55 = $384

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCMC, SCHD, AGG

Today

0.0%most shared, SCMC and SCHD

SCMCSCHDAGG

SCMC—0.0%[…]

SCHD0.0%—[…]

AGG[…][…]—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

AGGWorst drop−4.6%4.1% vol

SCHDWorst drop−6.9%11.7% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

SCMCSCHD

+1.8%Year to date+32.3%

4.4%Yield3.0%

[…]Past year+38.7%

0.55%Fee0.06%

2–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026