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SCEPSterling Capital Hedged Equity Premium Income ETF

Get income#876 of 1640 for Get income

The fund is an actively managed exchange traded fund (“ETF”). The fund advisor will pursue fund's investment objective by investing primarily in U.S. large- and mid-cap equity and equity-related securities. Under normal circumstances, the fund will invest at least 80% of its net assets plus borrowings for investment purposes in equity and equity-related securities. The fund is non-diversified.

Sterling Capital Funds · Since 2025 (5 months)

Annual Cost

0.65%

#3117 out of 5,332 ETFs

Fund Size

$215M

#2067 out of 5,332 ETFs

Dividend Yield

Track Record

5 months

#5057 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
option income

Asset allocation

Stocks
98.3%
Cash
1.7%
Other
0.0%

Top holdings

Apple IncAAPL5.7%
NVIDIA CorpNVDA5.6%
Broadcom IncAVGO5.2%
Alphabet Inc Class AGOOGL5.1%
Amazon.com IncAMZN4.4%
Microsoft CorpMSFT3.7%
JPMorgan Chase & CoJPM3.4%
Costco Wholesale CorpCOST2.7%
Parker Hannifin CorpPH2.6%
Meta Platforms Inc Class AMETA2.4%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-7.2%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

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

Data updated on 2026-05-05