SCEC vs. EUSB

Last updated Jun 3, 2026

SCEC (Sterling Capital Enhanced Core Bond ETF) and EUSB (iShares ESG Advanced Total USD Bond Market ETF) are both Intermediate Core-Plus Bond funds. SCEC is actively managed, while EUSB is passively managed. Over the past year, SCEC returned 5.42% vs 4.99% for EUSB. Their correlation of 0.92 suggests significant overlap in exposure. SCEC charges 0.39%/yr vs 0.12%/yr for EUSB.

Performance

SCEC vs. EUSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Enhanced Core Bond ETF (SCEC) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCEC achieves a 0.42% return, which is significantly higher than EUSB's 0.33% return.

SCEC

• 1D: 0.12%
• 1M: 0.17%
• YTD: 0.42%
• 6M: 0.59%
• 1Y: 5.42%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EUSB

• 1D: -0.02%
• 1M: 0.15%
• YTD: 0.33%
• 6M: 0.53%
• 1Y: 4.99%
• 3Y*: 4.34%
• 5Y*: 0.44%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCEC vs. EUSB - Yearly Performance Comparison

	2026 (YTD)	2025
SCEC Sterling Capital Enhanced Core Bond ETF	0.42%	4.98%
EUSB iShares ESG Advanced Total USD Bond Market ETF	0.33%	5.24%

Correlation

The correlation between SCEC and EUSB is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (All Time) Calculated using the full available price history since Mar 17, 2025	0.92

The correlation between SCEC and EUSB has been stable across timeframes, ranging from 0.92 to 0.92 - a consistent structural relationship.

Return for Risk

SCEC vs. EUSB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCEC

SCEC Risk / Return Rank: 41
SCEC Sharpe Ratio Rank: 42
SCEC Sortino Ratio Rank: 45
SCEC Omega Ratio Rank: 43
SCEC Calmar Ratio Rank: 37
SCEC Martin Ratio Rank: 37

EUSB

EUSB Risk / Return Rank: 39
EUSB Sharpe Ratio Rank: 39
EUSB Sortino Ratio Rank: 41
EUSB Omega Ratio Rank: 37
EUSB Calmar Ratio Rank: 39
EUSB Martin Ratio Rank: 38

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCEC vs. EUSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Enhanced Core Bond ETF (SCEC) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	SCEC	EUSB	Difference
Sharpe ratio Return per unit of total volatility	1.52	1.41	+0.12
Sortino ratio Return per unit of downside risk	2.27	2.11	+0.16
Omega ratio Gain probability vs. loss probability	1.28	1.25	+0.03
Calmar ratio Return relative to maximum drawdown	1.86	1.99	-0.13
Martin ratio Return relative to average drawdown	5.95	6.02	-0.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SCEC vs. EUSB - Sharpe Ratio Comparison

The current SCEC Sharpe Ratio is 1.52, which is comparable to the EUSB Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of SCEC and EUSB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SCEC	EUSB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.52	1.41	+0.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.08	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.08	0.05	+1.03

Drawdowns

SCEC vs. EUSB - Drawdown Comparison

The maximum SCEC drawdown since its inception was -2.98%, smaller than the maximum EUSB drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for SCEC and EUSB.

Drawdown Indicators

	SCEC	EUSB	Difference
Max Drawdown Largest peak-to-trough decline	-2.98%	-17.87%	+14.89%
Max Drawdown (1Y) Largest decline over 1 year	-2.80%	-2.48%	-0.32%
Max Drawdown (3Y) Largest decline over 3 years	—	-5.76%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.45%	—
Current Drawdown Current decline from peak	-1.19%	-1.17%	-0.02%
Average Drawdown Average peak-to-trough decline	-0.79%	-6.50%	+5.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.88%	0.82%	+0.06%

Volatility

SCEC vs. EUSB - Volatility Comparison

Sterling Capital Enhanced Core Bond ETF (SCEC) and iShares ESG Advanced Total USD Bond Market ETF (EUSB) have volatilities of 1.24% and 1.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCEC	EUSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.24%	1.20%	+0.04%
Volatility (6M) Calculated over the trailing 6-month period	2.66%	2.50%	+0.16%
Volatility (1Y) Calculated over the trailing 1-year period	3.58%	3.57%	+0.01%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.12%	5.77%	-1.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.12%	5.42%	-1.30%

SCEC vs. EUSB - Expense Ratio Comparison

SCEC has a 0.39% expense ratio, which is higher than EUSB's 0.12% expense ratio.

Dividends

SCEC vs. EUSB - Dividend Comparison

SCEC's dividend yield for the trailing twelve months is around 4.84%, more than EUSB's 3.96% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
EUSB iShares ESG Advanced Total USD Bond Market ETF	3.96%	3.84%	3.67%	3.08%	2.21%	1.10%	0.57%
SCEC Sterling Capital Enhanced Core Bond ETF	4.84%	3.58%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SCEC and EUSB in my portfolio?

With a correlation of 0.92, SCEC and EUSB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, SCEC or EUSB?

SCEC has higher volatility (1.24%) compared to EUSB (1.20%). In terms of maximum drawdown, SCEC dropped -2.98% vs EUSB's -17.87%.

Which ETF is better, SCEC or EUSB?

On 1-year performance, SCEC leads with 5.42% vs 4.99% for EUSB. On fees, EUSB is cheaper at 0.12% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SCEC or EUSB?

Over the 1-year period, SCEC has performed better with a 5.42% return vs 4.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SCEC or EUSB?

EUSB is cheaper with a 0.12% expense ratio, compared with 0.39% for SCEC.

Which ETF pays a higher dividend yield, SCEC or EUSB?

SCEC has the higher dividend yield at 4.84%, compared with 3.96% for EUSB.

What is the main difference between SCEC and EUSB?

They also come from different issuers: Sterling Capital and iShares. Their fees differ too: 0.39% for SCEC and 0.12% for EUSB.

Which has better risk-adjusted returns?

SCEC currently has the higher Sharpe Ratio (1.52 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.