AGG vs SCMC

AAGG

BSCMC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,974BND · AGG $9,970

Lowest cost0.03%AGG · $3 on $10k

Most income5.25%CSSD · $525 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]AGG and SCMC

AGG

SCMC

iShares Core U.S. Aggregate Bond ETF · $139BSterling Capital Multi-Strategy Income ETF · $262M

+5.2%3 years · per year$11,649 · […][…]

−0.1%5 years · per year$9,970 · […][…]

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

4.12%12-mo yield$412 · $441 on $10k4.41%

−4.6%Worst dropSmaller wins[…]

4.1%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsAGG · SCMC

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.41%	−0.3%	+1.5%	new	new	new	[…]	$262M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
2	AAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.7%	+5.2%	−0.1%	−4.6%	$139.1B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.41%	−0.3%	+1.5%	new	new	new	[…]	$262M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AGG vs SCMC

AGG

iShares Core U.S. Aggregate Bond

$9,970

SCMC

Sterling Capital Multi-Strategy Income

[…]

MeasureAGGSCMC

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield4.12%4.41%

5 years, per year−0.1%[…]

3 years, per year+5.2%[…]

Worst drop · 1Y−4.6%[…]

Volatility · 1Y4.1%[…]

1–1measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CSSD, SCMC, AGG, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCAGGBND

CSSD—0.8%[…][…]

SCMC0.8%—[…][…]

AGG[…][…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$476most kept, CSSD

CSSD$525 − $49 = $476

AGG$412 − $3 = $409

BND$412 − $3 = $409

SCMC$441 − $55 = $386

KeptFee

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