SCMC vs DGRO

ASCMC

BDGRO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income4.39%SCMC · $439 on $10k

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

Held in common0.0%SCMC and DGRO

SCMC

DGRO

Sterling Capital Multi-Strategy Income ETF · $262MiShares Core Dividend Growth ETF · $45.5B

[…]3 years · per year[…] · $17,571+20.7%

[…]5 years · per year[…] · $17,131+11.4%

0.55%Expense ratio$55 · $8 on $10k · lower wins0.08%

4.39%12-mo yield$439 · $184 on $10k1.84%

[…]Worst dropSmaller wins−6.5%

[…]VolatilityLower wins10.3%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCMC · DGRO

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	+0.3%	+1.9%	new	new	new	[…]	$262M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	+0.3%	+1.9%	new	new	new	[…]	$262M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCMC vs DGRO

SCMC

Sterling Capital Multi-Strategy Income

[…]

DGRO

iShares Core Dividend Growth

$17,131

MeasureSCMCDGRO

Fee0.55%0.08%

Cost on $10k a year$55$8

Yield4.39%1.84%

5 years, per year[…]+11.4%

3 years, per year[…]+20.7%

Worst drop · 1Y[…]−6.5%

Volatility · 1Y[…]10.3%

1–1measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: SCMC, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

SCMCDGROSCHD

SCMC—0.0%0.0%

DGRO0.0%—21.3%

SCHD0.0%21.3%—

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

Income After Fees on $10,000

$384most kept, SCMC

SCMC$439 − $55 = $384

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

KeptFee

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