RFCI vs SCEC

RFCI vs SCEC

Which is better, RFCI or SCEC?

Nearly the same fund. SCEC costs less.

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

Lower Fees: SCECHigher Returns: RFCI

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

MetricRFCISCEC
Expense Ratio0.51%0.39%Best
AUM$13M$604M
Dividend Yield4.76%5.20%
Holdings48360
YTD Return-1.66%Best-6.25%
1Y Return-1.45%Best-6.44%
3Y Return (annualized)+4.92%-
5Y Return (annualized)+1.12%-
Volatility (annualized)3.6%Best4.2%
Max Drawdown-4.3%Best-7.9%
$10,000 over 1.6 years$10,301Best$9,796
Fund FamilyALPS AdvisorsSterling Capital Active ETF
CategoryFixed IncomeFixed Income
InceptionJun 13, 2016Mar 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).

RFCI 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 RFCI against instead:RFCI vs SPYRFCI vs QQQRFCI vs VOORFCI vs VTISCEC against:SCEC vs VXUS

RFCI vs SCEC Performance

ALPS Dynamic Core Income ETF (RFCI) is an ETF from ALPS Advisors and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year RFCI returned -1.45% while SCEC returned -6.44%. Year to date, RFCI is down 1.66% 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 3.6% for RFCI. 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 -4.3% for RFCI 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

RFCI charges 0.51% per year while SCEC charges 0.39%. On a $10,000 position that is $51 vs $39 annually, a gap of $12 per year that compounds over a long holding period. On income, RFCI currently yields 4.76% against 5.20% for SCEC.

Holdings Overlap

We hold position weights for 37 holdings in RFCI and 178 in SCEC, totalling 83.6% and 40.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 37 positions we hold weights for in RFCI and 178 in SCEC, against full books of 48 and 360.

You are not choosing between two funds in isolation.

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

RFCISCEC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RFCI or SCEC?

RFCI has an expense ratio of 0.51% while SCEC charges 0.39%. SCEC is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, RFCI or SCEC?

Over the past year RFCI returned -1.45% vs -6.44% for SCEC, so RFCI leads on 1-year performance. Over the longest common window we track (2 years), RFCI annualized +1.87% vs -1.28% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RFCI or SCEC?

SCEC has been the more volatile fund at 4.2% annualized versus 3.6% for RFCI. Worst drawdown: RFCI -4.3% vs SCEC -7.9%.

Should I hold both RFCI and SCEC?

RFCI 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, RFCI or SCEC?

RFCI yields 4.76% while SCEC yields 5.20%, so SCEC currently pays the higher dividend yield.

Is SCEC better than RFCI?

SCEC has a lower expense ratio. RFCI 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.