SCEPSTERLING CAPITAL EQUITY PREMIUM INCOME ETF
Seeks long-term capital growth, income, and preservation of capital.
By Sterling Capital Funds · Launched 2025
0.65%
#3,427 of 5,854 · average
$235M
#2,228 of 5,854 · mid-size
—
8 months
#4,972 of 5,854 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 40.8% of fundmoderately concentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsWorst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term capital growth, income, and preservation of capital.
- Strategy
- Actively managed ETF investing primarily in U.S. large- and mid-cap equity and equity-related securities. Employs a dynamic option overlay strategy with covered calls and protective puts to generate income and mitigate downside risk.
- Inception date
- December 10, 2025
- Fund family
- Sterling Capital Funds
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
The big yield isn't extra money
The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.
Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-08-04