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SCMC vs. RDFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCMC vs. RDFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Multi-Strategy Income ETF (SCMC) and Rareview Dynamic Fixed Income ETF (RDFI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCMC achieves a 2.31% return, which is significantly lower than RDFI's 3.75% return.


SCMC

1D
0.06%
1M
0.19%
6M
1.94%
YTD
2.31%
1Y
3Y*
5Y*
10Y*

RDFI

1D
-0.09%
1M
1.36%
6M
1.99%
YTD
3.75%
1Y
8.28%
3Y*
10.27%
5Y*
3.16%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCMC vs. RDFI - Yearly Performance Comparison


Correlation

The correlation between SCMC and RDFI is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 11, 2025

0.53

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Return for Risk

SCMC vs. RDFI — Risk / Return Rank

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

SCMC

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


RDFI
RDFI Risk / Return Rank: 3535
Overall Rank
RDFI Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
RDFI Sortino Ratio Rank: 3737
Sortino Ratio Rank
RDFI Omega Ratio Rank: 4242
Omega Ratio Rank
RDFI Calmar Ratio Rank: 2626
Calmar Ratio Rank
RDFI Martin Ratio Rank: 3232
Martin Ratio Rank
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.

SCMC vs. RDFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Multi-Strategy Income ETF (SCMC) and Rareview Dynamic Fixed Income ETF (RDFI). 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.


SCMCRDFIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.04

Martin ratioReturn relative to average drawdown

3.75

SCMC vs. RDFI - Sharpe Ratio Comparison


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Drawdowns

SCMC vs. RDFI - Drawdown Comparison

The maximum SCMC drawdown since its inception was -1.91%, smaller than the maximum RDFI drawdown of -23.71%. Use the drawdown chart below to compare losses from any high point for SCMC and RDFI.


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Drawdown Indicators


SCMCRDFIDifference

Max Drawdown

Largest peak-to-trough decline

-1.91%

-23.71%

+21.80%

Max Drawdown (1Y)

Largest decline over 1 year

-8.01%

Max Drawdown (3Y)

Largest decline over 3 years

-10.41%

Max Drawdown (5Y)

Largest decline over 5 years

-23.71%

Current Drawdown

Current decline from peak

-0.05%

-1.13%

+1.08%

Average Drawdown

Average peak-to-trough decline

-0.32%

-7.10%

+6.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.21%

Volatility

SCMC vs. RDFI - Volatility Comparison


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Volatility by Period


SCMCRDFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.33%

Volatility (6M)

Calculated over the trailing 6-month period

6.60%

Volatility (1Y)

Calculated over the trailing 1-year period

2.80%

7.31%

-4.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.80%

8.20%

-5.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.80%

7.94%

-5.14%

SCMC vs. RDFI - Expense Ratio Comparison

SCMC has a 0.55% expense ratio, which is lower than RDFI's 3.69% expense ratio.


Dividends

SCMC vs. RDFI - Dividend Comparison

SCMC's dividend yield for the trailing twelve months is around 2.60%, less than RDFI's 8.20% yield.


PositionTTM202520242023202220212020
RDFI
Rareview Dynamic Fixed Income ETF
8.20%8.17%8.14%7.38%4.70%6.78%1.01%
SCMC
Sterling Capital Multi-Strategy Income ETF
2.60%0.29%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SCMC and RDFI have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SCMC is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCMC is cheaper with a 0.55% expense ratio, compared with 3.69% for RDFI.

RDFI has the higher dividend yield at 8.20%, compared with 2.60% for SCMC.

They also come from different issuers: Sterling Capital and Rareview Funds. Their fees differ too: 0.55% for SCMC and 3.69% for RDFI.

Portfolio Optimizer

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