SCSB vs. SCEP

Last updated Jul 10, 2026

SCSB (Sterling Capital Short Duration Bond ETF) and SCEP (Sterling Capital Hedged Equity Premium Income ETF) are both exchange-traded funds - SCSB is a Actively Managed fund actively managed by Sterling Capital, while SCEP is a Equity Hedged fund actively managed by Sterling Capital. Both are actively managed. At a 0.30 correlation, their price movements are largely independent. SCSB charges 0.33%/yr vs 0.65%/yr for SCEP.

Performance

SCSB vs. SCEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Short Duration Bond ETF (SCSB) and Sterling Capital Hedged Equity Premium Income ETF (SCEP). 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*: —

SCEP

• 1D: 0.76%
• 1M: 1.97%
• 6M: 3.40%
• YTD: 4.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SCSB vs. SCEP - Yearly Performance Comparison

	2026 (YTD)
SCSB Sterling Capital Short Duration Bond ETF	1.07%
SCEP Sterling Capital Hedged Equity Premium Income ETF	10.18%

Correlation

The correlation between SCSB and SCEP is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 30, 2026	0.30

Return for Risk

SCSB vs. SCEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Short Duration Bond ETF (SCSB) and Sterling Capital Hedged Equity Premium Income ETF (SCEP). 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.

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

Drawdowns

SCSB vs. SCEP - Drawdown Comparison

The maximum SCSB drawdown since its inception was -0.46%, smaller than the maximum SCEP drawdown of -7.25%. Use the drawdown chart below to compare losses from any high point for SCSB and SCEP.

Drawdown Indicators

	SCSB	SCEP	Difference
Max Drawdown Largest peak-to-trough decline	-0.46%	-7.25%	+6.79%
Current Drawdown Current decline from peak	-0.03%	0.00%	-0.03%
Average Drawdown Average peak-to-trough decline	-0.09%	-1.50%	+1.41%

Volatility

Volatility by Period

	SCSB	SCEP	Difference
Volatility (1Y) Calculated over the trailing 1-year period	1.46%	10.58%	-9.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.46%	10.58%	-9.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.46%	10.58%	-9.12%

SCSB vs. SCEP - Expense Ratio Comparison

SCSB has a 0.33% expense ratio, which is lower than SCEP's 0.65% expense ratio.

Dividends

SCSB vs. SCEP - Dividend Comparison

SCSB's dividend yield for the trailing twelve months is around 1.62%, less than SCEP's 3.82% yield.

Position	TTM	2025
SCEP Sterling Capital Hedged Equity Premium Income ETF	3.82%	0.38%
SCSB Sterling Capital Short Duration Bond ETF	1.62%	0.00%

Frequently Asked Questions

Can I hold both SCSB and SCEP in my portfolio?

SCSB and SCEP have a correlation of 0.30, 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 SCEP?

On fees, SCSB is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SCSB or SCEP?

SCSB is cheaper with a 0.33% expense ratio, compared with 0.65% for SCEP.

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

SCEP has the higher dividend yield at 3.82%, compared with 1.62% for SCSB.

What is the main difference between SCSB and SCEP?

SCSB is categorized as Actively Managed, while SCEP is Equity Hedged. Their fees differ too: 0.33% for SCSB and 0.65% for SCEP.