AVIG vs SCEC
Avantis Core Fixed Income ETF vs Sterling Capital Enhanced Core Bond ETF
Which is better, AVIG or SCEC?
Nearly the same fund. AVIG costs less.
AVIG has a lower expense ratio. AVIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVIG | SCEC |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.39% |
| AUM | $2.0B | $604M |
| Dividend Yield | 4.54% | 5.20% |
| Holdings | 1,720 | 360 |
| YTD Return | -3.03%Best | -6.25% |
| 1Y Return | -2.70%Best | -6.44% |
| 3Y Return (annualized) | +4.63% | - |
| 5Y Return (annualized) | -0.64% | - |
| Volatility (annualized) | 3.9%Best | 4.2% |
| Max Drawdown | -5.2%Best | -7.9% |
| $10,000 over 1.6 years | $10,265Best | $9,796 |
| Fund Family | Avantis Investors | Sterling Capital Active ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Oct 13, 2020 | Mar 14, 2025 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 14, 2025 to Oct 14, 2026 (1.6 years).
AVIG vs SCEC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
AVIG vs SCEC Performance
Avantis Core Fixed Income ETF (AVIG) is an ETF from Avantis Investors and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year AVIG returned -2.70% while SCEC returned -6.44%. Year to date, AVIG is down 3.03% versus a loss of 6.25% for SCEC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCEC has been the more volatile fund, with annualized monthly volatility of 4.2% compared with 3.9% for AVIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.2% for AVIG and -7.9% for SCEC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVIG charges 0.15% per year while SCEC charges 0.39%. On a $10,000 position that is $15 vs $39 annually, a gap of $24 per year that compounds over a long holding period. On income, AVIG currently yields 4.54% against 5.20% for SCEC.
Holdings Overlap
At least 1.4% of AVIG's money is in holdings SCEC also owns.
Stated as a floor: for SCEC, our book for it covers 40.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
AVIG and SCEC share little of their money.
7 positions in common, counted across the 739 positions we hold weights for in AVIG and 178 in SCEC, against full books of 1,720 and 360.
Top Shared Holdings
| Stock | Weight in AVIG | Weight in SCEC | Difference |
|---|---|---|---|
| T 2.5 02/15/45Us Treasury Bond 2.5% Feb 15 45 | 0.36% | 2.13% | 1.77% |
| T 2.625 02/15/29Us Treasury N/b 02/29 2.625 | 0.58% | 0.30% | 0.28% |
| CAT 5.2 05/15/35Caterpillar Inc 5.2 05/15/2035 | 0.19% | 0.12% | 0.07% |
| FCX 5.45 03/15/43Freeport-mcmoran Inc Company Guar 03/43 5.45 | 0.06% | 0.16% | 0.10% |
| S 8.75 03/15/32Sprint Capital Corp. 8.75 03/15/2032 | 0.04% | 0.17% | 0.13% |
| BNSF 4.95 09/15/41Burlington Northern Santa Fe Llc | 0.09% | 0.12% | 0.03% |
| C V2.976 11/05/30Citigroup, Inc. | 0.04% | 0.00% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of AVIG and SCEC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVIG or SCEC?
AVIG has an expense ratio of 0.15% while SCEC charges 0.39%. AVIG is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, AVIG or SCEC?
Over the past year AVIG returned -2.70% vs -6.44% for SCEC, so AVIG leads on 1-year performance. Over the longest common window we track (2 years), AVIG annualized +1.65% vs -1.28% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVIG or SCEC?
SCEC has been the more volatile fund at 4.2% annualized versus 3.9% for AVIG. Worst drawdown: AVIG -5.2% vs SCEC -7.9%.
Should I hold both AVIG and SCEC?
AVIG and SCEC have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between AVIG and SCEC?
At least 1.4% of AVIG's money is in holdings SCEC also owns. Our book for SCEC is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 739 positions we hold weights for in AVIG and 178 in SCEC.
Which pays a higher dividend, AVIG or SCEC?
AVIG yields 4.54% while SCEC yields 5.20%, so SCEC currently pays the higher dividend yield.
Is SCEC better than AVIG?
AVIG has a lower expense ratio. AVIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.