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SULR vs. SCSB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SULR vs. SCSB - Performance Comparison

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

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Returns By Period


SULR

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

SCSB

1D
0.05%
1M
0.29%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SULR vs. SCSB - Yearly Performance Comparison


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Return for Risk

SULR vs. SCSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SmartETFs Sustainable Energy II ETF (SULR) and Sterling Capital Short Duration Bond ETF (SCSB). 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.

SULR vs. SCSB - Sharpe Ratio Comparison


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Drawdowns

SULR vs. SCSB - Drawdown Comparison


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Drawdown Indicators


SULRSCSBDifference

Max Drawdown

Largest peak-to-trough decline

-0.46%

Current Drawdown

Current decline from peak

-0.03%

Average Drawdown

Average peak-to-trough decline

-0.09%

Volatility

SULR vs. SCSB - Volatility Comparison


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Volatility by Period


SULRSCSBDifference

Volatility (1Y)

Calculated over the trailing 1-year period

1.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.46%

SULR vs. SCSB - Expense Ratio Comparison

SULR has a 0.79% expense ratio, which is higher than SCSB's 0.33% expense ratio.


Dividends

SULR vs. SCSB - Dividend Comparison

SULR has not paid dividends to shareholders, while SCSB's dividend yield for the trailing twelve months is around 1.62%.


PositionTTM202320222021
SCSB
Sterling Capital Short Duration Bond ETF
1.62%0.00%0.00%0.00%
SULR
SmartETFs Sustainable Energy II ETF
0.00%0.46%0.28%2.62%

Frequently Asked Questions


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.

SCSB is cheaper with a 0.33% expense ratio, compared with 0.79% for SULR.

SCSB has the higher dividend yield at 1.62%, compared with 0.00% for SULR.

They also come from different issuers: Guinness Atkinson and Sterling Capital. Their fees differ too: 0.79% for SULR and 0.33% for SCSB.

Portfolio Optimizer

Find the right allocation for SULR and SCSB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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