Compare · 3 funds side by side · dividends reinvested

SCMC, SCHD and SGOV

SCMCSterling Capital×SCHDSchwab×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SCMC, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.5%[…][…][…][…][…]$262M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCMC 2025 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

SCMCMeasureSGOV

+1.5%Year to dateJan 1 → Nov 6+3.2%

[…]1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,090+3.9%

0.55%Expense ratio$55 · $9 a year on $10k · lower is better0.09%

4.41%Trailing 12-mo yield$441 · $363 a year on $10k3.63%

[…]Worst dropSmaller is better0.0%

[…]VolatilityLower is calmer0.2%

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

1–2SGOV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs SGOV: Top 5 Holdings

Today

SCMC

2.9%in top 5

SGOV

in top 5[…]

SCMCStockSGOV

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 6, 2026 · share of each fund

SCMC vs SGOV Returns, Every Period

Sterling CapitalSCMC

[…]

past year

SGOViShares

+3.8%

past year

SCMCSGOVFaded: behind in that period

0–1SGOV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCMC vs SGOV

YTD

Sterling CapitalSCMC

+1.5%

SGOViShares

+3.2%

+1.5%Year to date+3.2%

[…]Worst drop · 1Y+0.0%

[…]Volatility · 1Y0.2%

4.4%Yield3.6%

$262MAssets$117B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMC, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

SCMC0.55%$55

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCMC, SCHD, SGOV

4.41%highest, SCMC

FundTrailing yieldYield$10k

SCMC4.41%$441

SGOV3.63%$363

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$386most kept, SCMC

SCMC$441 − $55 = $386

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCMC, SCHD, SGOV

Today

0.0%most shared, SCMC and SCHD

SCMCSCHDSGOV

SCMC—0.0%[…]

SCHD0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

SCHDWorst drop−6.9%11.7% vol

SCMCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCMCSCHD

+1.5%Year to date+31.4%

4.4%Yield3.0%

[…]Past year+37.0%

0.55%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026