SCEC vs SSFI

SCEC vs SSFI

Which is better, SCEC or SSFI?

Nearly the same fund. SCEC costs less.

SCEC has a lower expense ratio. SSFI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.

Lower Fees: SCECHigher Returns: SSFI

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

MetricSCECSSFI
Expense Ratio0.39%Best0.75%
AUM$604M$29M
Dividend Yield5.20%3.96%
Holdings36017
YTD Return-6.25%-2.59%Best
1Y Return-6.44%-2.62%Best
3Y Return (annualized)-+3.70%
5Y Return (annualized)--0.86%
Volatility (annualized)4.2%3.9%Best
Max Drawdown-7.9%-4.7%Best
$10,000 over 1.6 years$9,796$10,170Best
Fund FamilySterling Capital Active ETFDay Hagan Funds
CategoryFixed IncomeFixed Income
InceptionMar 14, 2025Sep 28, 2021

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).

SCEC vs SSFI 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 SCEC against instead:SCEC vs SPYSCEC vs QQQSCEC vs VOOSCEC vs VTISSFI against:SSFI vs VXUS

SCEC vs SSFI Performance

Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF and Day Hagan Smart Sector Fixed Income ETF (SSFI) is an ETF from Day Hagan Funds. Over the past year SCEC returned -6.44% while SSFI returned -2.62%. Year to date, SCEC is down 6.25% versus a loss of 2.59% for SSFI.

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 SSFI. 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 -7.9% for SCEC and -4.7% for SSFI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

SCEC charges 0.39% per year while SSFI charges 0.75%. On a $10,000 position that is $39 vs $75 annually, a gap of $36 per year that compounds over a long holding period. On income, SCEC currently yields 5.20% against 3.96% for SSFI.

Holdings Overlap

We hold position weights for 178 holdings in SCEC and 9 in SSFI, totalling 40.9% and 100.0% 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 178 positions we hold weights for in SCEC and 9 in SSFI, against full books of 360 and 17.

You are not choosing between two funds in isolation.

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

SCECSSFI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCEC or SSFI?

SCEC has an expense ratio of 0.39% while SSFI charges 0.75%. SCEC is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, SCEC or SSFI?

Over the past year SCEC returned -6.44% vs -2.62% for SSFI, so SSFI leads on 1-year performance. Over the longest common window we track (2 years), SCEC annualized -1.28% vs +1.06% for SSFI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCEC or SSFI?

SCEC has been the more volatile fund at 4.2% annualized versus 3.9% for SSFI. Worst drawdown: SCEC -7.9% vs SSFI -4.7%.

Should I hold both SCEC and SSFI?

SCEC and SSFI have a monthly-return correlation of 0.97, 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, SCEC or SSFI?

SCEC yields 5.20% while SSFI yields 3.96%, so SCEC currently pays the higher dividend yield.

Is SSFI better than SCEC?

SCEC has a lower expense ratio. SSFI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.