USFI vs. SCSB
USFI (BrandywineGLOBAL - U.S. Fixed Income ETF) and SCSB (Sterling Capital Short Duration Bond ETF) are both Actively Managed funds. Both are actively managed. Their 0.63 correlation means they have sometimes moved together and sometimes differently. USFI charges 0.39%/yr vs 0.33%/yr for SCSB.
Performance
USFI vs. SCSB - Performance Comparison
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Returns By Period
USFI
- 1D
- -0.33%
- 1M
- -1.09%
- 6M
- 0.39%
- YTD
- 0.45%
- 1Y
- 3.87%
- 3Y*
- 3.61%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.79%
SCSB
- 1D
- 0.02%
- 1M
- -0.08%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $168.89K | $128.02K | $90.26K | |
| $228.87 | $276.61 | $7.08K |
USFI vs. SCSB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
USFI BrandywineGLOBAL - U.S. Fixed Income ETF | 0.44% |
SCSB Sterling Capital Short Duration Bond ETF | 0.94% |
Correlation
The correlation between USFI and SCSB is 0.63, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 30, 2026 | 0.63 |
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Return for Risk
USFI vs. SCSB — Risk / Return Rank
USFI
SCSB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USFI vs. SCSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - U.S. Fixed Income ETF (USFI) 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.
| USFI | SCSB | Difference | |
|---|---|---|---|
| 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 | 3.52 | — | — |
| Martin ratioReturn relative to average drawdown | 8.32 | — | — |
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Drawdowns
USFI vs. SCSB - Drawdown Comparison
The maximum USFI drawdown since its inception was -8.47%, which is greater than SCSB's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for USFI and SCSB.
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Drawdown Indicators
| USFI | SCSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.47% | -0.52% | -7.95% |
Max Drawdown (1Y)Largest decline over 1 year | -1.11% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -8.47% | — | — |
Current DrawdownCurrent decline from peak | -1.11% | -0.28% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -0.10% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.47% | — | — |
Volatility
USFI vs. SCSB - Volatility Comparison
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Volatility by Period
| USFI | SCSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.65% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.22% | 1.60% | +1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.85% | 1.60% | +5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.85% | 1.60% | +5.25% |
USFI vs. SCSB - Expense Ratio Comparison
USFI has a 0.39% expense ratio, which is higher than SCSB's 0.33% expense ratio.
Dividends
USFI vs. SCSB - Dividend Comparison
USFI's dividend yield for the trailing twelve months is around 4.46%, more than SCSB's 1.63% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
SCSB Sterling Capital Short Duration Bond ETF | 1.63% | 0.00% | 0.00% | 0.00% |
USFI BrandywineGLOBAL - U.S. Fixed Income ETF | 4.46% | 4.42% | 4.60% | 1.83% |
Frequently Asked Questions
USFI and SCSB have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.39% for USFI.
USFI has the higher dividend yield at 4.46%, compared with 1.63% for SCSB.
They also come from different issuers: BrandywineGLOBAL and Sterling Capital. Their fees differ too: 0.39% for USFI and 0.33% for SCSB.
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