Compare · 3 funds side by side · dividends reinvested

VRP, SCMC and SCHD

VRPInvesco×SCMCSterling Capital×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

VRP, SCMC 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%$122B1.5

Invesco Variable Rate Preferred ETFUnsorted0.50%5.88%+1.9%+2.5%+8.8%+4.0%−2.9%3.0%$3.0B1.6

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: VRP 2014 · SCMC 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Variable Rate Preferred ETF · $3.0B$12,188

VRP

SCMC

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

VRPMeasureSCMC

+1.9%Year to dateJan 1 → Nov 9+1.9%

+2.5%1 yearTotal return[…]

+8.8%3 years · per year$10,000 became $12,894 · […][…]

+4.0%5 years · per year$10,000 became $12,187 · […][…]

0.50%Expense ratio$50 · $55 a year on $10k · lower is better0.55%

5.88%Trailing 12-mo yield$588 · $439 a year on $10k4.39%

−2.9%Worst dropSmaller is better[…]

3.0%VolatilityLower is calmer[…]

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

2–0VRP wins

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

More Ways to See the Pairs

VRP vs SCMC: Top 5 Holdings

Today

VRP

2.0%in top 5

SCMC

in top 52.9%

VRPStockSCMC

not top 5APOS1.4%

0.8%C-PNnot top 5

not top 5KEY-PI0.5%

not top 5AEFC0.5%

0.3%ATH-PA0.5%

0.3%GS-PDnot top 5

0.3%MER-PKnot top 5

0.3%MS-PAnot top 5

Held in common0.6%

End-of-day Nov 9, 2026 · share of each fund

VRP vs SCMC Returns, Every Period

InvescoVRP

+2.5%

past year

SCMCSterling Capital

[…]

past year

VRPSCMCFaded: behind in that period

0–0Level

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

Unsorted vs Income: VRP vs SCMC

YTD

InvescoVRP

+1.9%

SCMCSterling Capital

+1.9%

+1.9%Year to date+1.9%

−2.9%Worst drop · 1Y[…]

3.0%Volatility · 1Y[…]

5.9%Yield4.4%

$3.0BAssets$262M

1–0VRP wins

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

Cost, Income and Risk

Fees: VRP, SCMC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VRP0.50%$50

SCMC0.55%$55

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

Yields: VRP, SCMC, SCHD

5.88%highest, VRP

FundTrailing yieldYield$10k

VRP5.88%$588

SCMC4.39%$439

SCHD2.96%$296

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

Income After Fees on $10,000

$538most kept, VRP

VRP$588 − $50 = $538

SCMC$439 − $55 = $384

SCHD$296 − $6 = $290

KeptFee

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

Overlap: VRP, SCMC, SCHD

Today

0.6%most shared, VRP and SCMC

VRPSCMCSCHD

VRP—0.6%0.0%

SCMC0.6%—0.0%

SCHD0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VRPWorst drop−2.9%3.0% vol

SCHDWorst drop−6.9%11.8% vol

SCMCWorst drop[…][…]

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

Paid More vs Made More

YTD

VRPSCHD

+1.9%Year to date+33.2%

5.9%Yield3.0%

+2.5%Past year+39.1%

0.50%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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