FIVA vs SCEC
Comparison between FIDELITY INTERNATIONAL VALUE FACTOR ETF (FIVA, ETF) and STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF).
FIVA vs SCEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FIVA
$555M
SCEC
$554M
Expense Ratio
Winner
FIVA
0.18%
SCEC
0.39%
Max Drawdown
FIVA
44.26%
Winner
SCEC
3.91%
Sharpe Ratio
Winner
FIVA
1.85
SCEC
0.35
5Y Beta
FIVA
0.71
Winner
SCEC
0.04
5Y Dividends CAGR
FIVA
10.30%
SCEC
N/A
FIVA vs SCEC - Holdings Comparison
FIVA and SCEC have 1 common holdings. Overlap is 0.00%
FIVA's top 25 holdings weight is 36.13%. SCEC's top 25 holdings weight is 28.40%.
| Rank | FIVA | SCEC |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.91% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 3.03% |
| #2 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 2.62% | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.54% |
| #3 | SIEMENS AG (n/a) - 1.60% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.40% |
| #4 | NESTLE SA (n/a) - 1.55% | n/a (n/a) - 2.36% |
| #5 | RENESAS ELECTRONICS CORP (n/a) - 1.53% | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.02% |
| #6 | THE TORONTO-DOMINION BANK (n/a) - 1.51% | n/a (n/a) - 1.96% |
| #7 | SHELL PLC (n/a) - 1.48% | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.84% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.41% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.53% |
| #9 | MITSUBISHI CORP (n/a) - 1.36% | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.39% |
| #10 | CANADIAN NATIONAL RAILWAY CO (n/a) - 1.36% | CASH & CASH EQUIVALENTS (n/a) - 1.16% |
| #11 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.34% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.98% |
| #12 | MACQUARIE GROUP LTD (n/a) - 1.33% | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 0.96% |
| #13 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.33% | FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.94% |
| #14 | TOTALENERGIES SE (TTE:XPAR) - 1.31% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.85% |
| #15 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.26% | UNITED STATES TREASURY BONDS 2.5% (n/a) - 0.79% |
| #16 | QBE INSURANCE GROUP LTD (n/a) - 1.26% | n/a (n/a) - 0.74% |
| #17 | ABB LTD (n/a) - 1.23% | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.38% |
| #18 | BHP GROUP LTD (n/a) - 1.23% | EDGED COMPUTE LLC 7.5% (n/a) - 0.33% |
| #19 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 1.23% | HERTZ VEHICLE FINANCING LLC 5.09% (n/a) - 0.33% |
| #20 | BANCO SANTANDER SA (n/a) - 1.23% | BEACON POINT DC LLC 6.129% (n/a) - 0.32% |
| #21 | KDDI CORP (n/a) - 1.22% | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.31% |
| #22 | INFINEON TECHNOLOGIES AG (n/a) - 1.22% | HONEYWELL AEROSPACE INC. 5.852% (n/a) - 0.31% |
| #23 | ALLIANZ SE (n/a) - 1.22% | QTS ISSUER ABS II, LLC 6.156% (n/a) - 0.31% |
| #24 | VOLVO AB CLASS B (n/a) - 1.21% | SYMPHONY CLO XXV LTD. 4.72523% (n/a) - 0.31% |
| #25 | TOYOTA MOTOR CORP (n/a) - 1.18% | MORGAN STANLEY 5.25% (n/a) - 0.31% |
| Total Holdings | 125 | 207 |
FIVA vs SCEC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FIVA
+4.41%
SCEC
+0.41%
3M
Winner
FIVA
+12.47%
SCEC
+0.68%
6M
Winner
FIVA
+17.33%
SCEC
+1.07%
1Y
Winner
FIVA
+36.27%
SCEC
+4.67%
5Y(CAGR)
FIVA
+12.98%
SCEC
N/A
10Y(CAGR)
FIVA
+8.92%
SCEC
N/A
Max(CAGR)
Winner
FIVA
+8.92%
SCEC
+4.30%
FIVA vs SCEC - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | FIVA | SCEC |
|---|---|---|
| 2026 | +13.70% | +0.44% |
| 2025 | +46.28% | +4.98% |
| 2024 | +3.35% | N/A |
| 2023 | +19.62% | N/A |
| 2022 | -10.87% | N/A |
| 2021 | +15.70% | N/A |
| 2020 | -2.61% | N/A |
| 2019 | +20.28% | N/A |
| 2018 | -19.18% | N/A |
FIVA vs SCEC Drawdown Comparison
The maximum drawdown for FIVA was -39.74%, occurring on Mar 23, 2020. Recovery took 771 trading sessions.
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The current SCEC drawdown is -1.23%.
| Rank | FIVA | SCEC |
|---|---|---|
| #1 | -39.74% Jan 23, 2018 - Feb 16, 2021 | -2.98% Apr 4, 2025 - Jun 30, 2025 |
| #2 | -28.69% Jan 14, 2022 - Jul 18, 2023 | -2.80% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -14.77% Mar 19, 2025 - May 2, 2025 | -1.04% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -11.69% Feb 26, 2026 - May 21, 2026 | -0.96% Oct 21, 2025 - Nov 26, 2025 |
| #5 | -10.18% Sep 26, 2024 - Feb 25, 2025 | -0.83% Mar 20, 2025 - Apr 1, 2025 |
| #6 | -9.66% Jul 28, 2023 - Dec 13, 2023 | -0.79% Nov 26, 2025 - Dec 29, 2025 |
| #7 | -7.63% Jul 12, 2024 - Aug 23, 2024 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #8 | -7.25% Jun 10, 2021 - Jan 7, 2022 | -0.55% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -4.86% Nov 12, 2025 - Dec 2, 2025 | -0.51% Aug 13, 2025 - Aug 26, 2025 |
| #10 | -4.44% Jul 23, 2025 - Aug 12, 2025 | -0.34% Aug 28, 2025 - Sep 3, 2025 |
| #11 | -4.31% Apr 9, 2024 - May 6, 2024 | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -4.23% May 17, 2024 - Jul 12, 2024 | -0.28% Aug 4, 2025 - Aug 13, 2025 |
| #13 | -4.17% Aug 27, 2024 - Sep 26, 2024 | -0.18% Dec 29, 2025 - Jan 7, 2026 |
| #14 | -3.13% Oct 6, 2025 - Oct 27, 2025 | -0.14% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -3.08% Jun 4, 2026 - Jun 11, 2026 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
Correlation
Correlation between FIVA and SCEC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2018 - 2026)
FIVA vs SCEC dividend yield comparison.
| Year | FIVA | SCEC |
|---|---|---|
| 2026 | 0.79% | 1.99% |
| 2025 | 2.68% | 3.58% |
| 2024 | 3.52% | 0.00% |
| 2023 | 3.63% | 0.00% |
| 2022 | 3.62% | 0.00% |
| 2021 | 3.76% | 0.00% |
| 2020 | 2.46% | 0.00% |
| 2019 | 3.61% | 0.00% |
| 2018 | 3.28% | 0.00% |
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