Compare · 4 funds side by side · dividends reinvested

SCMC, USOY, VIG and SCHD

SCMCSterling Capital×USOYDefiance×VIGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

SCMC, USOY, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%55.19%+56.2%+56.2%[…][…]−25.5%39.1%$75M2.2

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$262M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCMC 2025 · USOY 2024 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

SCMCMeasureUSOY

+1.9%Year to dateJan 1 → Nov 9+56.2%

[…]1 yearTotal return+56.2%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $112 a year on $10k · lower is better1.12%

4.39%Trailing 12-mo yield$439 · $5,519 a year on $10k55.19%

[…]Worst dropSmaller is better−25.5%

[…]VolatilityLower is calmer39.1%

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

1–2USOY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCMC vs USOY: Top 5 Holdings

Today

SCMC

2.9%in top 5

USOY

in top 5[…]

SCMCStockUSOY

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 9, 2026 · share of each fund

SCMC vs USOY Returns, Every Period

Sterling CapitalSCMC

[…]

past year

USOYDefiance

+56.2%

past year

SCMCUSOYFaded: behind in that period

0–1USOY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCMC vs USOY

YTD

Sterling CapitalSCMC

+1.9%

USOYDefiance

+56.2%

+1.9%Year to date+56.2%

[…]Worst drop · 1Y−25.5%

[…]Volatility · 1Y39.1%

4.4%Yield55.2%

$262MAssets$74.7M

2–0USOY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMC, USOY, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SCMC0.55%$55

USOY1.12%$112

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCMC, USOY, VIG, SCHD

55.19%highest, USOY

FundTrailing yieldYield$10k

USOY55.19%$5,519

SCMC4.39%$439

SCHD2.96%$296

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

SCMC$439 − $55 = $384

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCMC, USOY, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

SCMCUSOYVIGSCHD

SCMC—[…]0.0%0.0%

USOY[…]—[…][…]

VIG0.0%[…]—14.5%

SCHD0.0%[…]14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+56.2%USOY, at 39.1% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

USOYWorst drop−25.5%39.1% vol

SCMCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+56.2%Year to date+33.2%

55.2%Yield3.0%

+56.2%Past year+39.1%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026