SCMC vs USOY

ASCMC

BUSOY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income55.19%USOY · $5,519 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]SCMC and USOY

SCMC

USOY

Sterling Capital Multi-Strategy Income ETF · $262MOil Enhanced Options Income ETF · $75M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.55%Expense ratio$55 · $112 on $10k · lower wins1.12%

4.39%12-mo yield$439 · $5,519 on $10k55.19%

[…]Worst dropSmaller wins−25.5%

[…]VolatilityLower wins39.1%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCMC · USOY

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

Held in common[…]

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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%	$119.9B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	+0.3%	+1.9%	new	new	new	[…]	$262M
4	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
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%	$119.9B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.39%	+0.3%	+1.9%	new	new	new	[…]	$262M
4	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	55.19%	−3.0%	+56.2%	+56.2%	new	new	−25.5%	$75M

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 USOY

SCMC

Sterling Capital Multi-Strategy Income

[…]

USOY

Oil Enhanced Options Income

[…]

MeasureSCMCUSOY

Fee0.55%1.12%

Cost on $10k a year$55$112

Yield4.39%55.19%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−25.5%

Volatility · 1Y[…]39.1%

1–1measures won
level

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCMC, USOY, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

SCMCUSOYVIGSCHD

SCMC—[…]0.0%0.0%

USOY[…]—[…][…]

VIG0.0%[…]—14.5%

SCHD0.0%[…]14.5%—

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

Income After Fees on $10,000

$5,407most kept, USOY

USOY$5,519 − $112 = $5,407

SCMC$439 − $55 = $384

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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