SCMC vs AGG

ASCMC

BAGG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.41%SCMC · $441 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]SCMC and AGG

Sterling Capital Multi-Strategy Income ETF · $262MiShares Core U.S. Aggregate Bond ETF · $137B

[…]3 years · per year[…] · $11,347+4.3%

[…]5 years · per year[…] · $9,806−0.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

4.41%12-mo yield$441 · $418 on $10k4.18%

Cards for this view

SCMC

Sterling Capital Multi-Strategy Income

[…]

AGG

iShares Core U.S. Aggregate Bond

$9,806

MeasureSCMCAGG

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield4.41%4.18%

5 years, per year[…]−0.4%

3 years, per year[…]+4.3%

Worst drop · 1Y[…]−4.6%

Volatility · 1Y[…]4.2%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.41%	−0.2%	+1.4%	new	new	new	[…]	$262M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BAGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.41%	−0.2%	+1.4%	new	new	new	[…]	$262M

Loading…