IBMO vs SCEC
Comparison between ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF) and STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF).
IBMO vs SCEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBMO
$585M
SCEC
$585M
Expense Ratio
Winner
IBMO
0.18%
SCEC
0.39%
Max Drawdown
IBMO
14.77%
Winner
SCEC
3.91%
Sharpe Ratio
IBMO
-1.25
Winner
SCEC
-0.00
5Y Beta
Winner
IBMO
0.01
SCEC
0.05
5Y Dividends CAGR
IBMO
23.81%
SCEC
N/A
IBMO vs SCEC - Holdings Comparison
IBMO and SCEC have 1 common holdings. Overlap is -0.13%
IBMO's top 25 holdings weight is 25.38%. SCEC's top 25 holdings weight is 33.55%.
| Rank | IBMO | SCEC |
|---|---|---|
| #1 | n/a (n/a) - 3.22% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 2.97% |
| #2 | CALIFORNIA ST 5% (n/a) - 2.07% | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.50% |
| #3 | n/a (n/a) - 2.02% | n/a (n/a) - 2.50% |
| #4 | n/a (n/a) - 1.49% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.38% |
| #5 | NEW YORK N Y 5% (n/a) - 1.49% | n/a (n/a) - 2.32% |
| #6 | ILLINOIS ST 5% (n/a) - 1.48% | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.01% |
| #7 | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.84% |
| #8 | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.76% |
| #9 | PENNSYLVANIA ST 5% (n/a) - 0.99% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.51% |
| #10 | CONNECTICUT ST 5% (n/a) - 0.96% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.45% |
| #11 | n/a (n/a) - 0.95% | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.37% |
| #12 | MARYLAND ST 5% (n/a) - 0.71% | UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.29% |
| #13 | n/a (n/a) - 0.69% | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 1.22% |
| #14 | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.98% |
| #15 | n/a (n/a) - 0.64% | FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.94% |
| #16 | MASSACHUSETTS ST 5% (n/a) - 0.63% | n/a (n/a) - 0.74% |
| #17 | WASHINGTON ST 5% (n/a) - 0.61% | ARES XLIV CLO LTD. 4.8031% (n/a) - 0.73% |
| #18 | n/a (n/a) - 0.61% | n/a (n/a) - 0.73% |
| #19 | MISSISSIPPI ST 5% (n/a) - 0.60% | LCM 33 LTD / LCM 33 LLC 4.85523% (n/a) - 0.68% |
| #20 | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.67% |
| #21 | n/a (n/a) - 0.59% | n/a (n/a) - 0.65% |
| #22 | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% | OAKTREE CLO 2019-2 LTD 5.42523% (n/a) - 0.62% |
| #23 | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% | HERTZ VEHICLE FINANCING LLC 5.57% (n/a) - 0.60% |
| #24 | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% | PROGRESS RESIDENTIAL 2025-SFR1 TRUS 3.4% (n/a) - 0.55% |
| #25 | GEORGIA ST 5% (n/a) - 0.54% | BARINGS CLO 2018-III LLC 4.80523% (n/a) - 0.54% |
| Total Holdings | 648 | 245 |
IBMO vs SCEC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBMO
+0.15%
SCEC
-0.53%
3M
Winner
IBMO
+0.49%
SCEC
-0.64%
6M
Winner
IBMO
+0.92%
SCEC
-0.20%
1Y
IBMO
+2.45%
Winner
SCEC
+3.45%
5Y(CAGR)
IBMO
+0.61%
SCEC
N/A
Max(CAGR)
IBMO
+1.84%
Winner
SCEC
+3.52%
IBMO vs SCEC - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBMO | SCEC |
|---|---|---|
| 2026 | +1.25% | -0.13% |
| 2025 | +3.15% | +4.98% |
| 2024 | +2.05% | N/A |
| 2023 | +2.72% | N/A |
| 2022 | -5.31% | N/A |
| 2021 | -0.16% | N/A |
| 2020 | +5.38% | N/A |
| 2019 | +4.69% | N/A |
IBMO vs SCEC Drawdown Comparison
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The current IBMO drawdown is -0.10%. The current SCEC drawdown is -1.79%.
| Rank | IBMO | SCEC |
|---|---|---|
| #1 | -14.77% Mar 9, 2020 - Jul 14, 2020 | -2.98% Apr 4, 2025 - Jun 30, 2025 |
| #2 | -8.91% Feb 12, 2021 - Jun 20, 2025 | -2.80% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -2.02% Aug 16, 2019 - Jan 13, 2020 | -1.04% Jun 30, 2025 - Jul 29, 2025 |
| #4 | -0.73% Aug 7, 2020 - Nov 17, 2020 | -0.96% Oct 21, 2025 - Nov 26, 2025 |
| #5 | -0.39% Jan 31, 2020 - Feb 20, 2020 | -0.83% Mar 20, 2025 - Apr 1, 2025 |
| #6 | -0.38% Sep 15, 2025 - Nov 17, 2025 | -0.79% Nov 26, 2025 - Dec 29, 2025 |
| #7 | -0.32% Jan 5, 2021 - Jan 27, 2021 | -0.68% Sep 16, 2025 - Oct 13, 2025 |
| #8 | -0.29% Dec 24, 2025 - Jan 21, 2026 | -0.55% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -0.26% Apr 10, 2019 - Apr 24, 2019 | -0.51% Aug 13, 2025 - Aug 26, 2025 |
| #10 | -0.25% Aug 12, 2019 - Aug 14, 2019 | -0.34% Aug 28, 2025 - Sep 3, 2025 |
| #11 | -0.20% Jun 3, 2019 - Jun 18, 2019 | -0.28% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -0.18% Jul 17, 2026 - Jul 20, 2026 | -0.28% Aug 4, 2025 - Aug 13, 2025 |
| #13 | -0.18% Jul 2, 2019 - Jul 9, 2019 | -0.18% Dec 29, 2025 - Jan 7, 2026 |
| #14 | -0.16% Feb 26, 2026 - Mar 13, 2026 | -0.14% Feb 10, 2026 - Feb 12, 2026 |
| #15 | -0.16% Apr 4, 2019 - Apr 10, 2019 | -0.14% Sep 8, 2025 - Sep 10, 2025 |
Correlation
Correlation between IBMO and SCEC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2019 - 2026)
IBMO vs SCEC dividend yield comparison.
| Year | IBMO | SCEC |
|---|---|---|
| 2026 | 1.20% | 2.41% |
| 2025 | 2.37% | 3.58% |
| 2024 | 2.15% | 0.00% |
| 2023 | 1.65% | 0.00% |
| 2022 | 0.89% | 0.00% |
| 2021 | 0.62% | 0.00% |
| 2020 | 1.03% | 0.00% |
| 2019 | 1.01% | 0.00% |
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