VIG vs SCMC

AVIG

BSCMC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.39%SCMC · $439 on $10k

Smallest drop−7.9%VIG · 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 yearsOne 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

Both

5Y2 funds

#			Trend
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	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

Both

5Y2 funds

#			Trend
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	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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VIG, SCMC

Today

0.0%most shared, VIG and SCMC

VIGSCMC

VIG—0.0%

SCMC0.0%—

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

Income After Fees on $10,000

$384most kept, SCMC

SCMC$439 − $55 = $384

VIG$144 − $4 = $140

KeptFee

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