DFSE vs SCEC
Comparison between DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFSE, ETF) and STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF).
DFSE vs SCEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSE
$602M
Winner
SCEC
$603M
Expense Ratio
DFSE
0.41%
Winner
SCEC
0.39%
Max Drawdown
DFSE
20.35%
Winner
SCEC
4.75%
Sharpe Ratio
Winner
DFSE
1.00
SCEC
-0.39
5Y Beta
DFSE
0.84
Winner
SCEC
0.05
DFSE vs SCEC - Holdings Comparison
DFSE and SCEC have 1 common holdings. Overlap is -0.30%
DFSE's top 25 holdings weight is 31.74%. SCEC's top 25 holdings weight is 33.40%.
| Rank | DFSE | SCEC |
|---|---|---|
| #1 | n/a (n/a) - 8.32% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 2.90% |
| #2 | SK HYNIX INC (n/a) - 5.48% | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.39% |
| #3 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 2.99% | n/a (n/a) - 2.39% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.41% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 2.27% |
| #5 | TENCENT HOLDINGS LTD (n/a) - 2.27% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.26% |
| #6 | MEDIATEK INC (n/a) - 0.96% | n/a (n/a) - 2.21% |
| #7 | LENOVO GROUP LTD (n/a) - 0.83% | UNITED STATES TREASURY NOTES 1.875% (n/a) - 1.77% |
| #8 | n/a (n/a) - 0.75% | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.74% |
| #9 | ELITE MATERIAL CO LTD (n/a) - 0.63% | UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.49% |
| #10 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.62% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.45% |
| #11 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.59% | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.31% |
| #12 | MPI CORP (n/a) - 0.58% | CASH & CASH EQUIVALENTS (n/a) - 1.26% |
| #13 | DELTA ELECTRONICS INC (n/a) - 0.53% | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 1.17% |
| #14 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 0.52% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.96% |
| #15 | ICICI BANK LTD ADR (IBN) - 0.44% | FORTRESS CREDIT BSL XXI LTD 5.15509% (n/a) - 0.90% |
| #16 | YAGEO CORP (n/a) - 0.43% | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.83% |
| #17 | ASIA VITAL COMPONENTS CO LTD (n/a) - 0.41% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.81% |
| #18 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.40% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.80% |
| #19 | n/a (n/a) - 0.40% | n/a (n/a) - 0.71% |
| #20 | ACCTON TECHNOLOGY CORP (n/a) - 0.40% | n/a (n/a) - 0.70% |
| #21 | TRIP.COM GROUP LTD (n/a) - 0.37% | LCM 33 LTD / LCM 33 LLC 4.90921% (n/a) - 0.65% |
| #22 | CHROMA ATE INC (n/a) - 0.37% | ARES XLIV CLO LTD. 4.88292% (n/a) - 0.64% |
| #23 | HYUNDAI MOTOR CO (n/a) - 0.35% | n/a (n/a) - 0.62% |
| #24 | ASPEED TECHNOLOGY INC (n/a) - 0.35% | OAKTREE CLO 2019-2 LTD 5.47921% (n/a) - 0.59% |
| #25 | WIWYNN CORP ORDINARY SHARES (n/a) - 0.34% | BEACON POINT DC LLC 6.129% (n/a) - 0.58% |
| Total Holdings | 2578 | 248 |
DFSE vs SCEC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFSE
+6.98%
SCEC
+0.61%
3M
Winner
DFSE
+0.12%
SCEC
-0.15%
6M
Winner
DFSE
+6.94%
SCEC
-1.63%
1Y
Winner
DFSE
+27.29%
SCEC
+2.24%
Max(CAGR)
Winner
DFSE
+21.50%
SCEC
+3.39%
DFSE vs SCEC - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DFSE | SCEC |
|---|---|---|
| 2026 | +17.26% | +0.04% |
| 2025 | +28.68% | +4.98% |
| 2024 | +8.43% | N/A |
| 2023 | +13.80% | N/A |
| 2022 | +11.62% | N/A |
DFSE vs SCEC Drawdown Comparison
The maximum drawdown for DFSE was -19.77%, occurring on Apr 8, 2025. Recovery took 168 trading sessions.
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The current DFSE drawdown is -2.60%. The current SCEC drawdown is -1.63%.
| Rank | DFSE | SCEC |
|---|---|---|
| #1 | -19.77% Oct 4, 2024 - Jun 9, 2025 | -2.98% Apr 4, 2025 - Jun 30, 2025 |
| #2 | -12.87% Feb 25, 2026 - Apr 17, 2026 | -2.80% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -12.29% Jun 2, 2026 - Jul 29, 2026 | -1.04% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -11.93% Jul 31, 2023 - Feb 23, 2024 | -0.96% Oct 21, 2025 - Nov 26, 2025 |
| #5 | -9.46% Jan 26, 2023 - Jun 15, 2023 | -0.83% Mar 20, 2025 - Apr 1, 2025 |
| #6 | -9.08% Jul 12, 2024 - Aug 19, 2024 | -0.79% Nov 26, 2025 - Dec 29, 2025 |
| #7 | -6.10% Aug 19, 2024 - Sep 24, 2024 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #8 | -5.67% May 11, 2026 - May 26, 2026 | -0.55% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -5.34% Oct 29, 2025 - Jan 2, 2026 | -0.51% Aug 13, 2025 - Aug 26, 2025 |
| #10 | -4.70% Apr 9, 2024 - May 2, 2024 | -0.34% Aug 28, 2025 - Sep 3, 2025 |
| #11 | -4.57% Oct 8, 2025 - Oct 24, 2025 | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -4.40% May 17, 2024 - Jul 5, 2024 | -0.28% Aug 4, 2025 - Aug 13, 2025 |
| #13 | -4.25% Jun 15, 2023 - Jul 13, 2023 | -0.18% Dec 29, 2025 - Jan 7, 2026 |
| #14 | -3.29% Nov 15, 2022 - Nov 30, 2022 | -0.14% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -3.29% Jul 23, 2025 - Aug 12, 2025 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
Correlation
Correlation between DFSE and SCEC is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2022 - 2026)
DFSE vs SCEC dividend yield comparison.
| Year | DFSE | SCEC |
|---|---|---|
| 2026 | 0.65% | 2.87% |
| 2025 | 2.26% | 3.58% |
| 2024 | 2.06% | 0.00% |
| 2023 | 2.06% | 0.00% |
| 2022 | 0.36% | 0.00% |
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