VIG vs SCMC

AVIG

BSCMC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · BND $9,950

Lowest cost0.03%BND · $3 on $10k

Most income5.24%CSSD · $524 on $10k

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

Held in common0.0%VIG and SCMC

VIG

SCMC

Vanguard Dividend Appreciation ETF · $109BSterling Capital Multi-Strategy Income ETF · $261M

+20.6%3 years · per year$17,533 · […][…]

+11.2%5 years · per year$17,005 · […][…]

0.04%Expense ratio$4 · $55 on $10k · lower wins0.55%

1.44%12-mo yield$144 · $439 on $10k4.39%

−7.9%Worst dropSmaller wins[…]

10.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · SCMC

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

Held in common0.0%

End-of-day Nov 4, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	0.0%	+1.9%	new	new	new	[…]	$261M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.24%	+0.4%	+3.0%	new	new	new	[…]	$69M
4	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	0.0%	+1.9%	new	new	new	[…]	$261M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs SCMC

VIG

Vanguard Dividend Appreciation

$17,005

SCMC

Sterling Capital Multi-Strategy Income

[…]

MeasureVIGSCMC

Fee0.04%0.55%

Cost on $10k a year$4$55

Yield1.44%4.39%

5 years, per year+11.2%[…]

3 years, per year+20.6%[…]

Worst drop · 1Y−7.9%[…]

Volatility · 1Y10.2%[…]

1–1measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

Overlap: CSSD, SCMC, VIG, BND

Today

0.8%most shared, CSSD and SCMC

CSSDSCMCVIGBND

CSSD—0.8%0.0%[…]

SCMC0.8%—0.0%[…]

VIG0.0%0.0%—[…]

BND[…][…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, CSSD

CSSD$524 − $49 = $475

BND$413 − $3 = $410

SCMC$439 − $55 = $384

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee