Compare · 3 funds side by side · dividends reinvested

SCMC, VIG and BNDX

SCMCSterling Capital×VIGVanguard×BNDXVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

SCMC, VIG and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B1.8

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.39%+1.8%[…][…][…][…][…]$261M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCMC 2025 · VIG 2006 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

SCMC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

SCMCMeasureVIG

+1.8%Year to dateJan 1 → Nov 5+12.5%

[…]1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

4.39%Trailing 12-mo yield$439 · $149 a year on $10k1.49%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

1–2VIG 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 VIG: Top 5 Holdings

Today

SCMC

2.9%in top 5

VIG

in top 522.1%

SCMCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 VIG Returns, Every Period

Sterling CapitalSCMC

[…]

past year

VIGVanguard

+15.2%

past year

SCMCVIGFaded: behind in that period

0–1VIG wins

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

Income vs Bonds: SCMC vs BNDX

YTD

Sterling CapitalSCMC

+1.8%

BNDXVanguard

+0.8%

+1.8%Year to date+0.8%

[…]Worst drop · 1Y−3.2%

[…]Volatility · 1Y3.8%

4.4%Yield4.6%

$261MAssets$82.9B

1–1level

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

Cost, Income and Risk

Fees: SCMC, VIG, BNDX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BNDX0.07%$7

SCMC0.55%$55

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

Yields: SCMC, VIG, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

SCMC4.39%$439

VIG1.49%$149

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

SCMC$439 − $55 = $384

VIG$149 − $4 = $145

KeptFee

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

Overlap: SCMC, VIG, BNDX

Today

0.0%most shared, SCMC and VIG

SCMCVIGBNDX

SCMC—0.0%[…]

VIG0.0%—[…]

BNDX[…][…]—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

BNDXWorst drop−3.2%3.8% vol

VIGWorst drop−7.9%10.8% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

BNDXVIG

+0.8%Year to date+12.5%

4.6%Yield1.5%

+0.2%Past year+15.2%

0.07%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

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