IXG vs SCEC

Comparison between ISHARES GLOBAL FINANCIALS ETF (IXG, ETF) and STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF).

IXG vs SCEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IXG(ETF)	SCEC(ETF)
Net Assets	$586M	$585M
Expense Ratio	0.41%	0.39%
Max Drawdown	79.98%	3.91%
Sharpe Ratio	1.08	-0.00
5Y Beta	0.79	0.05
P/E Ratio	18.00	N/A
Forward P/E	15.78	N/A
PEG Ratio	0.59	N/A
5Y Dividends CAGR	20.46%	N/A
5Y EPS CAGR	10.40%	N/A
Debt to Equity	117.72%	N/A
P/S Ratio	3.11	N/A
P/B Ratio	2.38	N/A

Net Assets

Winner

IXG

$586M

SCEC

$585M

Expense Ratio

IXG

0.41%

Winner

SCEC

0.39%

Max Drawdown

IXG

79.98%

Winner

SCEC

3.91%

Sharpe Ratio

Winner

IXG

1.08

SCEC

-0.00

5Y Beta

IXG

0.79

Winner

SCEC

0.05

P/E Ratio

IXG

18.00

SCEC

N/A

Forward P/E

IXG

15.78

SCEC

N/A

PEG Ratio

IXG

0.59

SCEC

N/A

5Y Dividends CAGR

IXG

20.46%

SCEC

N/A

5Y EPS CAGR

IXG

10.40%

SCEC

N/A

Debt to Equity

IXG

117.72%

SCEC

N/A

P/S Ratio

IXG

3.11

SCEC

N/A

P/B Ratio

IXG

2.38

SCEC

N/A

IXG vs SCEC - Holdings Comparison

IXG and SCEC have 1 common holdings. Overlap is -0.07%

IXG's top 25 holdings weight is 47.53%. SCEC's top 25 holdings weight is 33.55%.

Rank	IXG	SCEC
#1	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.13%	UNITED STATES TREASURY BONDS 4.25% (n/a) - 2.97%
#2	JPMORGAN CHASE & CO (JPM) - 5.86%	UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.50%
#3	VISA INC CLASS A (V) - 3.80%	n/a (n/a) - 2.50%
#4	MASTERCARD INC CLASS A (MA) - 2.77%	FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.38%
#5	BANK OF AMERICA CORP (BAC) - 2.49%	n/a (n/a) - 2.32%
#6	HSBC HOLDINGS PLC (n/a) - 2.18%	UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.01%
#7	THE GOLDMAN SACHS GROUP INC (GS) - 1.99%	FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.84%
#8	ROYAL BANK OF CANADA (n/a) - 1.93%	FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.76%
#9	WELLS FARGO & CO (WFC) - 1.69%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.51%
#10	MORGAN STANLEY (MS) - 1.67%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.45%
#11	CITIGROUP INC (C) - 1.60%	FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.37%
#12	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.57%	UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.29%
#13	THE TORONTO-DOMINION BANK (TD) - 1.36%	FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 1.22%
#14	BANCO SANTANDER SA (n/a) - 1.36%	UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.98%
#15	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.28%	FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.94%
#16	ALLIANZ SE (n/a) - 1.20%	n/a (n/a) - 0.74%
#17	AMERICAN EXPRESS CO (AXP) - 1.20%	ARES XLIV CLO LTD. 4.8031% (n/a) - 0.73%
#18	CHARLES SCHWAB CORP (SCHW) - 1.01%	n/a (n/a) - 0.73%
#19	SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00%	LCM 33 LTD / LCM 33 LLC 4.85523% (n/a) - 0.68%
#20	UBS GROUP AG REGISTERED SHARES (n/a) - 0.99%	AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.67%
#21	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.94%	n/a (n/a) - 0.65%
#22	BLACKROCK INC (BLK) - 0.93%	OAKTREE CLO 2019-2 LTD 5.42523% (n/a) - 0.62%
#23	UNICREDIT SPA (n/a) - 0.90%	HERTZ VEHICLE FINANCING LLC 5.57% (n/a) - 0.60%
#24	PROGRESSIVE CORP (PGR) - 0.85%	PROGRESS RESIDENTIAL 2025-SFR1 TRUS 3.4% (n/a) - 0.55%
#25	CAPITAL ONE FINANCIAL CORP (COF) - 0.83%	BARINGS CLO 2018-III LLC 4.80523% (n/a) - 0.54%
Total Holdings	257	245

IXG vs SCEC - Historical Returns

Returns include dividend reinvestment.

Period	IXG	SCEC
1 month	+3.58%	-0.53%
3 months	+8.53%	-0.64%
6 months	+9.55%	-0.20%
1 year	+19.68%	+3.45%
5 years(CAGR)	+14.38%	N/A
10 years(CAGR)	+13.06%	N/A
Max(CAGR)	+6.34%	+3.52%

Winner

IXG

+3.58%

SCEC

-0.53%

Winner

IXG

+8.53%

SCEC

-0.64%

Winner

IXG

+9.55%

SCEC

-0.20%

Winner

IXG

+19.68%

SCEC

+3.45%

5Y(CAGR)

IXG

+14.38%

SCEC

N/A

10Y(CAGR)

IXG

+13.06%

SCEC

N/A

Max(CAGR)

Winner

IXG

+6.34%

SCEC

+3.52%

IXG vs SCEC - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IXG	SCEC
2026	+8.36%	-0.13%
2025	+29.11%	+4.98%
2024	+26.01%	N/A
2023	+14.46%	N/A
2022	-9.85%	N/A
2021	+26.24%	N/A
2020	-4.14%	N/A
2019	+24.34%	N/A
2018	-16.61%	N/A
2017	+22.14%	N/A
2016	+14.49%	N/A
2015	-3.56%	N/A
2014	+3.80%	N/A
2013	+23.48%	N/A
2012	+27.53%	N/A
2011	-21.35%	N/A
2010	+1.42%	N/A
2009	+30.94%	N/A
2008	-53.36%	N/A
2007	-8.55%	N/A
2006	+23.04%	N/A
2005	+11.86%	N/A
2004	+16.01%	N/A
2003	+34.91%	N/A
2002	-16.87%	N/A
2001	-0.05%	N/A

IXG vs SCEC Drawdown Comparison

The maximum drawdown for IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2667 trading sessions.

The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.

The current IXG drawdown is -1.31%. The current SCEC drawdown is -1.79%.

Rank	IXG	SCEC
#1	-78.41% Jun 4, 2007 - Jan 4, 2018	-2.98% Apr 4, 2025 - Jun 30, 2025
#2	-43.47% Jan 26, 2018 - Feb 16, 2021	-2.80% Feb 27, 2026 - Mar 27, 2026
#3	-33.08% Apr 19, 2002 - Oct 6, 2003	-1.04% Jun 30, 2025 - Jul 29, 2025
#4	-27.16% Feb 9, 2022 - Feb 15, 2024	-0.96% Oct 21, 2025 - Nov 26, 2025
#5	-13.54% Feb 18, 2025 - May 8, 2025	-0.83% Mar 20, 2025 - Apr 1, 2025
#6	-13.48% May 9, 2006 - Oct 3, 2006	-0.79% Nov 26, 2025 - Dec 29, 2025
#7	-11.75% Feb 17, 2004 - Nov 3, 2004	-0.68% Sep 16, 2025 - Oct 13, 2025
#8	-11.33% Feb 9, 2026 - Jun 12, 2026	-0.55% Jan 14, 2026 - Feb 5, 2026
#9	-9.59% Jan 4, 2002 - Mar 8, 2002	-0.51% Aug 13, 2025 - Aug 26, 2025
#10	-9.00% Jun 4, 2021 - Oct 15, 2021	-0.34% Aug 28, 2025 - Sep 3, 2025
#11	-8.30% Feb 20, 2007 - Apr 17, 2007	-0.28% Jul 29, 2025 - Aug 1, 2025
#12	-8.02% Nov 3, 2021 - Jan 4, 2022	-0.28% Aug 4, 2025 - Aug 13, 2025
#13	-7.74% Mar 8, 2005 - Aug 3, 2005	-0.18% Dec 29, 2025 - Jan 7, 2026
#14	-7.33% Jul 31, 2024 - Aug 19, 2024	-0.14% Feb 10, 2026 - Feb 12, 2026
#15	-6.13% Jan 13, 2022 - Feb 9, 2022	-0.14% Sep 8, 2025 - Sep 10, 2025

Correlation

Correlation between IXG and SCEC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2001 - 2026)

IXG vs SCEC dividend yield comparison.

Year	IXG	SCEC
2026	1.36%	2.41%
2025	2.04%	3.58%
2024	2.64%	0.00%
2023	2.62%	0.00%
2022	3.71%	0.00%
2021	1.69%	0.00%
2020	2.13%	0.00%
2019	2.87%	0.00%
2018	3.14%	0.00%
2017	2.12%	0.00%
2016	2.21%	0.00%
2015	2.79%	0.00%
2014	2.38%	0.00%
2013	2.14%	0.00%
2012	2.48%	0.00%
2011	3.38%	0.00%
2010	2.11%	0.00%
2009	1.83%	0.00%
2008	5.73%	0.00%
2007	3.48%	0.00%
2006	1.34%	0.00%
2005	1.63%	0.00%
2004	1.34%	0.00%
2003	2.25%	0.00%
2002	1.33%	0.00%
2001	0.08%	0.00%