SCEPSTERLING CAPITAL EQUITY PREMIUM INCOME ETF
Seeks to provide long-term capital growth, income and preservation of capital.
By Sterling Capital Funds · Launched 2025
0.65%
#3,297 of 5,562 · average
$236M
#2,179 of 5,562 · mid-size
—
6 months
#5,075 of 5,562 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 44.3% 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
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide 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 by writing covered call options and buying protective put options on up to 100% of the portfolio to generate income and mitigate downside risk. The Sub-Adviser uses a bottom-up research approach to assess relative value and capital growth potential, focusing on dividend growth and quality, while considering ESG factors in the investment process.
- Inception date
- December 10, 2025
- Fund family
- Sterling Capital Funds
Similar ETFs
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Covered call ETF — yield ≠ total return
The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.
Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
Why we flagged this: strategy=option_income + option_income_strategy
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
What's next?
You've reviewed SCEP. Save it to your watchlist to track it alongside the other funds you're weighing.
Data updated on 2026-06-19