SCEC vs. EUSB
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 2.05% vs 2.10% for EUSB. Their correlation of 0.92 means they have usually moved in the same direction. SCEC charges 0.39%/yr vs 0.12%/yr for EUSB.
Performance
SCEC vs. EUSB - Performance Comparison
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Returns By Period
In the year-to-date period, SCEC achieves a -0.61% return, which is significantly lower than EUSB's -0.45% return.
SCEC
- 1D
- 0.23%
- 1M
- -1.20%
- 6M
- -0.54%
- YTD
- -0.61%
- 1Y
- 2.05%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.09%
EUSB
- 1D
- 0.15%
- 1M
- -0.98%
- 6M
- -0.50%
- YTD
- -0.45%
- 1Y
- 2.10%
- 3Y*
- 4.28%
- 5Y*
- -0.13%
- 10Y*
- —
- ALL TIME*
- 0.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.94M | $1.66M | $2.22M | |
| $2.51M | $2.64M | $2.61M |
SCEC vs. EUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SCEC Sterling Capital Enhanced Core Bond ETF | -0.61% | 4.96% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | -0.45% | 5.14% |
Correlation
The correlation between SCEC and EUSB is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Mar 14, 2025 | 0.92 |
The correlation between SCEC and EUSB has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.
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Return for Risk
SCEC vs. EUSB — Risk / Return Rank
SCEC
EUSB
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCEC | EUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.73 | 0.85 | -0.12 |
| Martin ratioReturn relative to average drawdown | 1.92 | 2.12 | -0.20 |
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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.
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Drawdown Indicators
| SCEC | EUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 | — | -4.91% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.38% | — |
Current DrawdownCurrent decline from peak | -2.21% | -1.93% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -6.36% | +5.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.07% | 0.99% | +0.08% |
Volatility
SCEC vs. EUSB - Volatility Comparison
Sterling Capital Enhanced Core Bond ETF (SCEC) has a higher volatility of 1.03% compared to iShares ESG Advanced Total USD Bond Market ETF (EUSB) at 0.95%. This indicates that SCEC's price experiences larger fluctuations and is considered to be riskier than EUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCEC | EUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 0.95% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 2.70% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.52% | 3.41% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.08% | 5.78% | -1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.08% | 5.37% | -1.29% |
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 5.02%, more than EUSB's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 4.02% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% |
SCEC Sterling Capital Enhanced Core Bond ETF | 5.02% | 3.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, 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.
SCEC has higher volatility (1.03%) compared to EUSB (0.95%). In terms of maximum drawdown, SCEC dropped -2.98% vs EUSB's -17.87%.
On 1-year performance, EUSB leads with 2.10% vs 2.05% for SCEC. 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.
Over the 1-year period, EUSB has performed better with a 2.10% return vs 2.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EUSB is cheaper with a 0.12% expense ratio, compared with 0.39% for SCEC.
SCEC has the higher dividend yield at 5.02%, compared with 4.02% for EUSB.
They also come from different issuers: Sterling Capital and iShares. Their fees differ too: 0.39% for SCEC and 0.12% for EUSB.
EUSB currently has the higher Sharpe Ratio (0.62 vs 0.59), 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.
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