SCUB vs. SCEP

Last updated Jul 31, 2026

SCUB (Sterling Capital Ultra Short Bond ETF) and SCEP (Sterling Capital Hedged Equity Premium Income ETF) are both exchange-traded funds - SCUB 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. Their 0.28 correlation means their historical movements had little consistent relationship. SCUB charges 0.30%/yr vs 0.65%/yr for SCEP.

Performance

SCUB vs. SCEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Ultra Short Bond ETF (SCUB) and Sterling Capital Hedged Equity Premium Income ETF (SCEP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SCUB

• 1D: 0.02%
• 1M: 0.20%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SCEP

• 1D: 1.56%
• 1M: -0.87%
• 6M: 1.84%
• YTD: 2.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
SCEP Sterling Capital Hedged Equity Premium Income ETF	$457.09K	$604.67K	$777.51K
SCUB Sterling Capital Ultra Short Bond ETF	$5.73K	$11.42K	$8.68K

SCUB vs. SCEP - Yearly Performance Comparison

	2026 (YTD)
SCUB Sterling Capital Ultra Short Bond ETF	1.46%
SCEP Sterling Capital Hedged Equity Premium Income ETF	8.66%

Correlation

The correlation between SCUB and SCEP is 0.28, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 30, 2026	0.28

Return for Risk

SCUB vs. SCEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Ultra Short Bond ETF (SCUB) 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

SCUB vs. SCEP - Drawdown Comparison

The maximum SCUB drawdown since its inception was -0.18%, smaller than the maximum SCEP drawdown of -7.25%. Use the drawdown chart below to compare losses from any high point for SCUB and SCEP.

Drawdown Indicators

	SCUB	SCEP	Difference
Max Drawdown Largest peak-to-trough decline	-0.18%	-7.25%	+7.07%
Current Drawdown Current decline from peak	0.00%	-1.84%	+1.84%
Average Drawdown Average peak-to-trough decline	-0.02%	-1.48%	+1.46%

Volatility

Volatility by Period

	SCUB	SCEP	Difference
Volatility (1Y) Calculated over the trailing 1-year period	0.86%	10.74%	-9.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.86%	10.74%	-9.88%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.86%	10.74%	-9.88%

SCUB vs. SCEP - Expense Ratio Comparison

SCUB has a 0.30% expense ratio, which is lower than SCEP's 0.65% expense ratio.

Dividends

SCUB vs. SCEP - Dividend Comparison

SCUB's dividend yield for the trailing twelve months is around 1.33%, less than SCEP's 3.88% yield.

Position	TTM	2025
SCEP Sterling Capital Hedged Equity Premium Income ETF	3.88%	0.38%
SCUB Sterling Capital Ultra Short Bond ETF	1.33%	0.00%

Frequently Asked Questions

Can I hold both SCUB and SCEP in my portfolio?

SCUB and SCEP have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SCUB or SCEP?

On fees, SCUB is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SCUB or SCEP?

SCUB is cheaper with a 0.30% expense ratio, compared with 0.65% for SCEP.

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

SCEP has the higher dividend yield at 3.88%, compared with 1.33% for SCUB.

What is the main difference between SCUB and SCEP?

SCUB is categorized as Actively Managed, while SCEP is Equity Hedged. Their fees differ too: 0.30% for SCUB and 0.65% for SCEP.