Compare · 3 funds side by side · dividends reinvested

SCMC, VCIT and JEPI

SCMCSterling Capital×VCITVanguard×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

SCMC, VCIT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.9%[…][…][…][…][…]$262M2.7

Rank among the three1st → 3rdFee, 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 · VCIT 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

VCIT

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,510

$10,000 five years ago, dividends reinvested

SCMCMeasureVCIT

+1.9%Year to dateJan 1 → Nov 9−0.7%

[…]1 yearTotal return+0.0%

[…]3 years · per year$10,000 became […] · $12,129+6.6%

[…]5 years · per year$10,000 became […] · $10,510+1.0%

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

4.39%Trailing 12-mo yield$439 · $502 a year on $10k5.02%

[…]Worst dropSmaller is better−4.9%

[…]VolatilityLower is calmer4.5%

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

1–2VCIT 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 VCIT: Top 5 Holdings

Today

SCMC

2.9%in top 5

VCIT

in top 5[…]

SCMCStockVCIT

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 VCIT Returns, Every Period

Sterling CapitalSCMC

[…]

past year

VCITVanguard

+0.0%

past year

SCMCVCITFaded: behind in that period

1–0SCMC wins

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

SCMC vs JEPI

YTD

Sterling CapitalSCMC

+1.9%

JEPIJ.P. Morgan

+7.5%

+1.9%Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

4.4%Yield7.9%

$262MAssets$45.2B

2–0JEPI wins

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

Cost, Income and Risk

Fees: SCMC, VCIT, JEPI

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

JEPI0.35%$35

SCMC0.55%$55

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

Yields: SCMC, VCIT, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VCIT5.02%$502

SCMC4.39%$439

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VCIT$502 − $3 = $499

SCMC$439 − $55 = $384

KeptFee

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

Overlap: SCMC, VCIT, JEPI

Today

0.0%most shared, SCMC and JEPI

SCMCVCITJEPI

SCMC—[…]0.0%

VCIT[…]—[…]

JEPI0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

VCITWorst drop−4.9%4.5% vol

JEPIWorst drop−6.7%9.0% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISCMC

+7.5%Year to date+1.9%

7.9%Yield4.4%

+10.9%Past year[…]

0.35%Fee0.55%

3–0JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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