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SCEP vs SCSB

Sterling Capital Equity Premium Income Etf vs Sterling Capital Short Duration Bond ETF

SCEP

STERLING CAPITAL EQUITY PREMIUM INCOME ETF

Sterling Capital Funds

Annual cost

0.65%

Fund size

$232M

SCSB

Sterling Capital Short Duration Bond ETF

Sterling Capital Funds

Annual cost

0.33%

Fund size

$33M

Key differences

  • SCSB costs 0.32% less per year.
  • SCEP is significantly larger than SCSB — larger funds tend to be more liquid and less likely to close.
  • SCEP is classified as alternative, while SCSB is fixed income — different risk/return profiles.
  • SCEP 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

SCEPSCSB
Annual cost (TER)0.65%0.33%
Fund size (AUM)$232M$33M
Since20251992
Dividend yield4.35%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-7.25%-0.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SCEP and SCSB