FIIG vs SCEC

FIIG vs SCEC

Which is better, FIIG or SCEC?

Nearly the same fund. SCEC costs less.

SCEC has a lower expense ratio. FIIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.

Lower Fees: SCECHigher Returns: FIIG

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

MetricFIIGSCEC
Expense Ratio0.49%0.39%Best
AUM$628M$604M
Dividend Yield5.26%5.20%
Holdings471360
YTD Return-3.13%Best-6.25%
1Y Return-3.25%Best-6.44%
3Y Return (annualized)+5.42%-
Volatility (annualized)4.0%Best4.2%
Max Drawdown-5.0%Best-7.9%
$10,000 over 1.6 years$10,325Best$9,796
Fund FamilyFirst Trust Portfolios (US)Sterling Capital Active ETF
CategoryFixed IncomeFixed Income
InceptionAug 2, 2023Mar 14, 2025

Not shown on this pair: 5Y Return (annualized), 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).

FIIG 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.

Compare FIIG against instead:FIIG vs SPYFIIG vs QQQFIIG vs VOOFIIG vs VTISCEC against:SCEC vs VXUS

FIIG vs SCEC Performance

First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an ETF from First Trust Portfolios (US) and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year FIIG returned -3.25% while SCEC returned -6.44%. Year to date, FIIG is down 3.13% 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 4.0% for FIIG. 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 -5.0% for FIIG 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

FIIG charges 0.49% per year while SCEC charges 0.39%. On a $10,000 position that is $49 vs $39 annually, a gap of $10 per year that compounds over a long holding period. On income, FIIG currently yields 5.26% against 5.20% for SCEC.

You are not choosing between two funds in isolation.

Whichever of FIIG and SCEC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FIIGSCEC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIIG or SCEC?

FIIG has an expense ratio of 0.49% while SCEC charges 0.39%. SCEC is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, FIIG or SCEC?

Over the past year FIIG returned -3.25% vs -6.44% for SCEC, so FIIG leads on 1-year performance. Over the longest common window we track (2 years), FIIG annualized +2.02% vs -1.28% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FIIG or SCEC?

SCEC has been the more volatile fund at 4.2% annualized versus 4.0% for FIIG. Worst drawdown: FIIG -5.0% vs SCEC -7.9%.

Should I hold both FIIG and SCEC?

FIIG and SCEC have a monthly-return correlation of 0.96, 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.

Which pays a higher dividend, FIIG or SCEC?

FIIG yields 5.26% while SCEC yields 5.20%, so FIIG currently pays the higher dividend yield.

Is SCEC better than FIIG?

SCEC has a lower expense ratio. FIIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.