Compare · 3 funds side by side · dividends reinvested

SCMC, SCHD and BND

SCMCSterling Capital×SCHDSchwab×BNDVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

SCMC, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.6

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$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 4, 2026 · returns include dividends · since: SCMC 2025 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

SCMCMeasureBND

+1.9%Year to dateJan 1 → Nov 4−0.1%

[…]1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

0.55%Expense ratio$55 · $3 a year on $10k · lower is better0.03%

4.39%Trailing 12-mo yield$439 · $413 a year on $10k4.13%

[…]Worst dropSmaller is better−4.5%

[…]VolatilityLower is calmer4.0%

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

2–1SCMC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs BND: Top 5 Holdings

Today

SCMC

2.9%in top 5

BND

in top 5[…]

SCMCStockBND

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 4, 2026 · share of each fund

SCMC vs BND Returns, Every Period

Sterling CapitalSCMC

[…]

past year

BNDVanguard

+0.3%

past year

SCMCBNDFaded: behind in that period

1–0SCMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs BND

YTD

Sterling CapitalSCMC

+1.9%

BNDVanguard

−0.1%

+1.9%Year to date−0.1%

[…]Worst drop · 1Y−4.5%

[…]Volatility · 1Y4.0%

4.4%Yield4.1%

$262MAssets$161B

2–0SCMC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMC, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

SCMC0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCMC, SCHD, BND

4.39%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.39%$439

BND4.13%$413

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$410most kept, BND

BND$413 − $3 = $410

SCMC$439 − $55 = $384

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCMC, SCHD, BND

Today

0.0%most shared, SCMC and SCHD

SCMCSCHDBND

SCMC—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.5% vol

SCMCWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCMCSCHD

+1.9%Year to date+35.3%

4.4%Yield2.9%

[…]Past year+41.6%

0.55%Fee0.06%

2–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026