VRP vs SCMC

AVRP

BSCMC

Measures won2–0VRP wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · VRP $12,188

Lowest cost0.06%SCHD · $6 on $10k

Most income5.88%VRP · $588 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 · $262M

+8.8%3 years · per year$12,894 · […][…]

+4.0%5 years · per year$12,187 · […][…]

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

5.88%12-mo yield$588 · $439 on $10k4.39%

−2.9%Worst dropSmaller wins[…]

3.0%VolatilityLower wins[…]

2–0VRP wins

$10,000 · 5 yearsAll three, one 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 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	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
2	AVRP	Invesco Variable Rate Preferred ETFRead Desk	0.50%	5.88%	+0.4%	+1.9%	+2.5%	+8.8%	+4.0%	−2.9%	$3.0B
3	BSCMC	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	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
2	AVRP	Invesco Variable Rate Preferred ETFRead Desk	0.50%	5.88%	+0.4%	+1.9%	+2.5%	+8.8%	+4.0%	−2.9%	$3.0B
3	BSCMC	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

VRP vs SCMC

VRP

Invesco Variable Rate Preferred

$12,187

SCMC

Sterling Capital Multi-Strategy Income

[…]

MeasureVRPSCMC

Fee0.50%0.55%

Cost on $10k a year$50$55

Yield5.88%4.39%

5 years, per year+4.0%[…]

3 years, per year+8.8%[…]

Worst drop · 1Y−2.9%[…]

Volatility · 1Y3.0%[…]

2–0measures won
VRP first

0.6%

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

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: VRP, SCMC, SCHD

Today

0.6%most shared, VRP and SCMC

VRPSCMCSCHD

VRP—0.6%0.0%

SCMC0.6%—0.0%

SCHD0.0%0.0%—

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

Income After Fees on $10,000

$538most kept, VRP

VRP$588 − $50 = $538

SCMC$439 − $55 = $384

SCHD$296 − $6 = $290

KeptFee

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