DGRO vs SCMC

ADGRO

BSCMC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,835DGRO

Lowest cost0.08%DGRO · $8 on $10k

Most income4.41%SCMC · $441 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%DGRO and SCMC

DGRO

SCMC

iShares Core Dividend Growth ETF · $44.7BSterling Capital Multi-Strategy Income ETF · $262M

+20.7%3 years · per year$17,593 · […][…]

+11.0%5 years · per year$16,835 · […][…]

0.08%Expense ratio$8 · $55 on $10k · lower wins0.55%

1.87%12-mo yield$187 · $441 on $10k4.41%

−6.5%Worst dropSmaller wins[…]

10.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDGRO · SCMC

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	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

Both

5Y2 funds

#			Trend
1	ADGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	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

DGRO vs SCMC

DGRO

iShares Core Dividend Growth

$16,835

SCMC

Sterling Capital Multi-Strategy Income

[…]

MeasureDGROSCMC

Fee0.08%0.55%

Cost on $10k a year$8$55

Yield1.87%4.41%

5 years, per year+11.0%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−6.5%[…]

Volatility · 1Y10.2%[…]

1–1measures won
level

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: DGRO, SCMC

Today

0.0%most shared, DGRO and SCMC

DGROSCMC

DGRO—0.0%

SCMC0.0%—

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

Income After Fees on $10,000

$386most kept, SCMC

SCMC$441 − $55 = $386

DGRO$187 − $8 = $179

KeptFee

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