VRP vs SCMC

AVRP

BSCMC

Measures won2–0VRP wins · of 6 · 5Y

$10,000 · 5Y$12,111VRP

Lowest cost0.50%VRP · $50 on $10k

Most income5.92%VRP · $592 on $10k

Smallest drop−2.9%VRP · worst fall in 1Y

Held in common0.6%VRP and SCMC

VRP

SCMC

Invesco Variable Rate Preferred ETF · $3.0BSterling Capital Multi-Strategy Income ETF · $261M

+9.3%3 years · per year$13,054 · […][…]

+3.9%5 years · per year$12,111 · […][…]

0.50%Expense ratio$50 · $55 on $10k · lower wins0.55%

5.92%12-mo yield$592 · $439 on $10k4.39%

−2.9%Worst dropSmaller wins[…]

3.0%VolatilityLower wins[…]

2–0VRP wins

$10,000 · 5 yearsOne scale

Shared top holdingsVRP · SCMC

0.3%ATH-PA0.5%

0.2%APOS1.4%

0.2%KEY-PI0.5%

Held in common0.6%

End-of-day Nov 5, 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	AVRP	Invesco Variable Rate Preferred ETFRead Desk		0.50%	5.92%	−0.3%	+1.2%	+1.7%	+9.3%	+3.9%	−2.9%	$3.0B
2	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk		0.55%	4.39%	0.0%	+1.8%	new	new	new	[…]	$261M

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

Both

5Y2 funds

#			Trend
1	AVRP	Invesco Variable Rate Preferred ETFRead Desk		0.50%	5.92%	−0.3%	+1.2%	+1.7%	+9.3%	+3.9%	−2.9%	$3.0B
2	BSCMC	Sterling Capital Multi-Strategy Income ETFRead Desk		0.55%	4.39%	0.0%	+1.8%	new	new	new	[…]	$261M

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

Cards for this view

VRP vs SCMC

VRP

Invesco Variable Rate Preferred

$12,111

SCMC

Sterling Capital Multi-Strategy Income

[…]

MeasureVRPSCMC

Fee0.50%0.55%

Cost on $10k a year$50$55

Yield5.92%4.39%

5 years, per year+3.9%[…]

3 years, per year+9.3%[…]

Worst drop · 1Y−2.9%[…]

Volatility · 1Y3.0%[…]

2–0measures won
VRP first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VRP, SCMC

Today

0.6%most shared, VRP and SCMC

VRPSCMC

VRP—0.6%

SCMC0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$542most kept, VRP

VRP$592 − $50 = $542

SCMC$439 − $55 = $384

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee