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KHPI vs SCSB

Kensington Hedged Premium Income ETF vs Sterling Capital Short Duration Bond ETF

KHPI

Kensington Hedged Premium Income ETF

Annual cost

0.98%

Fund size

$360M

SCSB

Sterling Capital Short Duration Bond ETF

Annual cost

0.33%

Fund size

$33M

Key differences

  • SCSB costs 0.65% less per year.
  • KHPI is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • KHPI is classified as alternative, while SCSB is fixed income — different risk/return profiles.
  • KHPI follows a option income strategy; SCSB uses active selection.
  • SCSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KHPISCSB
Annual cost (TER)0.98%0.33%
Fund size (AUM)$360M$33M
Since20241992
Dividend yield8.99%4.35%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1Y+16.3%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.27%
Max drawdown-10.58%-0.60%

Similar to KHPI and SCSB