RSBT vs SCEC
Return Stacked Bonds & Managed Futures ETF vs Sterling Capital Enhanced Core Bond ETF
Which is better, RSBT or SCEC?
RSBT has been ahead.
SCEC has a lower expense ratio. RSBT led over 1Y and the full window.
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 | RSBT | SCEC |
|---|---|---|
| Expense Ratio | 1.01% | 0.39%Best |
| AUM | $165M | $604M |
| Dividend Yield | 2.95% | 5.20% |
| Holdings | 34 | 360 |
| YTD Return | +8.40%Best | -6.25% |
| 1Y Return | +8.40%Best | -6.44% |
| 3Y Return (annualized) | +4.37% | - |
| Volatility (annualized) | 11.7% | 4.2%Best |
| Max Drawdown | -9.1% | -7.9%Best |
| $10,000 over 1.6 years | $11,681Best | $9,796 |
| Fund Family | Return Stacked ETF | Sterling Capital Active ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Feb 7, 2023 | Mar 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).
RSBT 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.
RSBT vs SCEC Performance
Return Stacked Bonds & Managed Futures ETF (RSBT) is an ETF from Return Stacked ETF and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year RSBT returned +8.40% while SCEC returned -6.44%. Year to date, RSBT is up 8.40% versus a loss of 6.25% for SCEC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
RSBT has been the more volatile fund, with annualized monthly volatility of 11.7% 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 -9.1% for RSBT 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 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
RSBT charges 1.01% per year while SCEC charges 0.39%. On a $10,000 position that is $101 vs $39 annually, a gap of $62 per year that compounds over a long holding period. On income, RSBT currently yields 2.95% against 5.20% for SCEC.
Holdings Overlap
We hold position weights for 2 holdings in RSBT and 178 in SCEC, totalling 90.7% 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 2 positions we hold weights for in RSBT and 178 in SCEC, against full books of 34 and 360.
You are not choosing between two funds in isolation.
Whichever of RSBT 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, RSBT or SCEC?
RSBT has an expense ratio of 1.01% while SCEC charges 0.39%. SCEC is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, RSBT or SCEC?
Over the past year RSBT returned +8.40% vs -6.44% for SCEC, so RSBT leads on 1-year performance. Over the longest common window we track (2 years), RSBT annualized +10.20% vs -1.28% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RSBT or SCEC?
RSBT has been the more volatile fund at 11.7% annualized versus 4.2% for SCEC. Worst drawdown: RSBT -9.1% vs SCEC -7.9%.
Should I hold both RSBT and SCEC?
RSBT and SCEC have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, RSBT or SCEC?
RSBT yields 2.95% while SCEC yields 5.20%, so SCEC currently pays the higher dividend yield.
Is SCEC better than RSBT?
SCEC has a lower expense ratio. RSBT led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.