SCSB vs. BDBT

Last updated Jul 10, 2026

SCSB (Sterling Capital Short Duration Bond ETF) and BDBT (Bluemonte Core Bond ETF) are both exchange-traded funds - SCSB is a Actively Managed fund actively managed by Sterling Capital, while BDBT is a Intermediate Core Bond fund managed by Bluemonte. A 0.73 correlation means they provide meaningful diversification when combined. SCSB charges 0.33%/yr vs 0.23%/yr for BDBT.

Performance

SCSB vs. BDBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Short Duration Bond ETF (SCSB) and Bluemonte Core Bond ETF (BDBT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SCSB

• 1D: 0.05%
• 1M: 0.29%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDBT

• 1D: 0.12%
• 1M: 0.13%
• 6M: 0.06%
• YTD: 0.10%
• 1Y: 3.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SCSB vs. BDBT - Yearly Performance Comparison

	2026 (YTD)
SCSB Sterling Capital Short Duration Bond ETF	1.07%
BDBT Bluemonte Core Bond ETF	0.88%

Correlation

The correlation between SCSB and BDBT is 0.73, 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 Mar 30, 2026	0.73

Return for Risk

SCSB vs. BDBT — Risk / Return Rank

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

SCSB

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

BDBT

BDBT Risk / Return Rank: 29
BDBT Sharpe Ratio Rank: 30
BDBT Sortino Ratio Rank: 29
BDBT Omega Ratio Rank: 27
BDBT Calmar Ratio Rank: 29
BDBT Martin Ratio Rank: 29

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.

SCSB vs. BDBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond ETF (SCSB) and Bluemonte Core Bond ETF (BDBT). 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.

	SCSB	BDBT	Difference
Sharpe ratio: Return per unit of total volatility	—	0.90	—
Sortino ratio: Return per unit of downside risk	—	1.32	—
Omega ratio: Gain probability vs. loss probability	—	1.16	—
Calmar ratio: Return relative to maximum drawdown	—	1.20	—
Martin ratio: Return relative to average drawdown	—	3.32	—

Drawdowns

SCSB vs. BDBT - Drawdown Comparison

The maximum SCSB drawdown since its inception was -0.46%, smaller than the maximum BDBT drawdown of -2.88%. Use the drawdown chart below to compare losses from any high point for SCSB and BDBT.

Drawdown Indicators

	SCSB	BDBT	Difference
Max Drawdown Largest peak-to-trough decline	-0.46%	-2.88%	+2.42%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.88%	—
Current Drawdown Current decline from peak	-0.03%	-1.70%	+1.67%
Average Drawdown Average peak-to-trough decline	-0.09%	-0.77%	+0.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.04%	—

Volatility

Volatility by Period

	SCSB	BDBT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.27%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.46%	3.87%	-2.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.46%	3.87%	-2.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.46%	3.87%	-2.41%

SCSB vs. BDBT - Expense Ratio Comparison

SCSB has a 0.33% expense ratio, which is higher than BDBT's 0.23% expense ratio.

Dividends

SCSB vs. BDBT - Dividend Comparison

SCSB's dividend yield for the trailing twelve months is around 1.62%, less than BDBT's 3.87% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.87%	2.21%
SCSB Sterling Capital Short Duration Bond ETF	1.62%	0.00%

Frequently Asked Questions

Can I hold both SCSB and BDBT in my portfolio?

SCSB and BDBT have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SCSB or BDBT?

On fees, BDBT is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SCSB or BDBT?

BDBT is cheaper with a 0.23% expense ratio, compared with 0.33% for SCSB.

Which ETF pays a higher dividend yield, SCSB or BDBT?

BDBT has the higher dividend yield at 3.87%, compared with 1.62% for SCSB.

What is the main difference between SCSB and BDBT?

SCSB is categorized as Actively Managed, while BDBT is Intermediate Core Bond. They also come from different issuers: Sterling Capital and Bluemonte. Their fees differ too: 0.33% for SCSB and 0.23% for BDBT.