HCRB vs SCEC
Hartford Core Bond ETF vs Sterling Capital Enhanced Core Bond ETF
Which is better, HCRB or SCEC?
Nearly the same fund. HCRB costs less.
HCRB has a lower expense ratio. HCRB 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 | HCRB | SCEC |
|---|---|---|
| Expense Ratio | 0.29%Best | 0.39% |
| AUM | $437M | $604M |
| Dividend Yield | 4.22% | 5.20% |
| Holdings | 1,642 | 360 |
| YTD Return | -4.84%Best | -5.77% |
| 1Y Return | -5.31%Best | -5.96% |
| 3Y Return (annualized) | +3.82% | - |
| 5Y Return (annualized) | -1.11% | - |
| Volatility (annualized) | 4.3% | 4.2%Best |
| Max Drawdown | -7.3%Best | -7.9% |
| $10,000 over 1.6 years | $9,920Best | $9,848 |
| Fund Family | Hartford Funds | Sterling Capital Active ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Feb 19, 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 15, 2026 (1.6 years).
HCRB 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.
HCRB vs SCEC Performance
Hartford Core Bond ETF (HCRB) is an ETF from Hartford Funds and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year HCRB returned -5.31% while SCEC returned -5.96%. Year to date, HCRB is down 4.84% versus a loss of 5.77% for SCEC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HCRB has been the more volatile fund, with annualized monthly volatility of 4.3% compared with 4.2% for SCEC. 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 -7.3% for HCRB 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
HCRB charges 0.29% per year while SCEC charges 0.39%. On a $10,000 position that is $29 vs $39 annually, a gap of $10 per year that compounds over a long holding period. On income, HCRB currently yields 4.22% against 5.20% for SCEC.
Holdings Overlap
We hold position weights for 493 holdings in HCRB and 178 in SCEC, totalling 65.2% and 40.9% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 9 positions appear in both.
9 positions in common, counted across the 493 positions we hold weights for in HCRB and 178 in SCEC, against full books of 1,642 and 360.
Top Shared Holdings
| Stock | Weight in HCRB | Weight in SCEC | Difference |
|---|---|---|---|
| T 1.375 08/15/50United States Treas Bds 1.375% 08/15/2050 | 0.11% | 2.37% | 2.26% |
| T 2.5 02/15/45Us Treasury Bond 2.5% Feb 15 45 | 0.18% | 2.13% | 1.95% |
| T 3.375 11/15/48United States Treasury Note/Bond 3.38% 11/15/2048 | 0.07% | 0.67% | 0.60% |
| JPM V4.912 07/25/33Jpmorgan Chase & Co 4.91% 25Jul2033 | 0.04% | 0.23% | 0.19% |
| ATH 5.875 01/15/34Athene Holding Ltd 5.875% 01/15/2034 | 0.03% | 0.23% | 0.20% |
| ORCL 6.125 08/03/65Oracle Corporation 6.13% Aug 03, 2065 | 0.02% | 0.19% | 0.17% |
| GBLATL 6.75 03/15/54Global Atlantic Fin Co Company Guar 144A 03/54 6.75 | 0.01% | 0.18% | 0.17% |
| BACARD 5.4 06/15/33 | 0.02% | 0.13% | 0.11% |
| GSMS 2016-GS4 A4Gsms 2016-Gs4 A4 11/49 | 0.03% | 0.02% | 0.01% |
You are not choosing between two funds in isolation.
Whichever of HCRB 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, HCRB or SCEC?
HCRB has an expense ratio of 0.29% while SCEC charges 0.39%. HCRB is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, HCRB or SCEC?
Over the past year HCRB returned -5.31% vs -5.96% for SCEC, so HCRB leads on 1-year performance. Over the longest common window we track (2 years), HCRB annualized -0.50% vs -0.95% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HCRB or SCEC?
HCRB has been the more volatile fund at 4.3% annualized versus 4.2% for SCEC. Worst drawdown: HCRB -7.3% vs SCEC -7.9%.
Should I hold both HCRB and SCEC?
HCRB 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.
Which pays a higher dividend, HCRB or SCEC?
HCRB yields 4.22% while SCEC yields 5.20%, so SCEC currently pays the higher dividend yield.
Is SCEC better than HCRB?
HCRB has a lower expense ratio. HCRB 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.