SCEC vs BLUX
Comparison between STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF) and BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF).
SCEC vs BLUX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCEC vs BLUX - Holdings Comparison
SCEC and BLUX have 0 common holdings. Overlap is 0.00%
SCEC's top 25 holdings weight is 28.40%. BLUX's top 25 holdings weight is 99.83%.
| Rank | SCEC | BLUX |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 3.03% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 48.86% |
| #2 | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.54% | VANGUARD RUSSELL 2000 ETF (VTWO) - 30.88% |
| #3 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.40% | ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV) - 14.79% |
| #4 | n/a (n/a) - 2.36% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 5.30% |
| #5 | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.02% | N/A |
| #6 | n/a (n/a) - 1.96% | N/A |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.84% | N/A |
| #8 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.53% | N/A |
| #9 | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.39% | N/A |
| #10 | CASH & CASH EQUIVALENTS (n/a) - 1.16% | N/A |
| #11 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.98% | N/A |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 0.96% | N/A |
| #13 | FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.94% | N/A |
| #14 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.85% | N/A |
| #15 | UNITED STATES TREASURY BONDS 2.5% (n/a) - 0.79% | N/A |
| #16 | n/a (n/a) - 0.74% | N/A |
| #17 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.38% | N/A |
| #18 | EDGED COMPUTE LLC 7.5% (n/a) - 0.33% | N/A |
| #19 | HERTZ VEHICLE FINANCING LLC 5.09% (n/a) - 0.33% | N/A |
| #20 | BEACON POINT DC LLC 6.129% (n/a) - 0.32% | N/A |
| #21 | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.31% | N/A |
| #22 | HONEYWELL AEROSPACE INC. 5.852% (n/a) - 0.31% | N/A |
| #23 | QTS ISSUER ABS II, LLC 6.156% (n/a) - 0.31% | N/A |
| #24 | SYMPHONY CLO XXV LTD. 4.72523% (n/a) - 0.31% | N/A |
| #25 | MORGAN STANLEY 5.25% (n/a) - 0.31% | N/A |
| Total Holdings | 207 | 4 |
SCEC vs BLUX - Historical Returns
Returns include dividend reinvestment.
SCEC vs BLUX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | SCEC | BLUX |
|---|---|---|
| 2026 | +0.44% | +12.66% |
| 2025 | +4.98% | +11.82% |
SCEC vs BLUX Drawdown Comparison
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current SCEC drawdown is -1.23%. The current BLUX drawdown is -0.50%.
| Rank | SCEC | BLUX |
|---|---|---|
| #1 | -2.98% Apr 4, 2025 - Jun 30, 2025 | -9.03% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -2.80% Feb 27, 2026 - Mar 27, 2026 | -6.12% Oct 27, 2025 - Dec 3, 2025 |
| #3 | -1.04% Jun 30, 2025 - Jul 29, 2025 | -3.55% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -0.96% Oct 21, 2025 - Nov 26, 2025 | -3.25% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -0.83% Mar 20, 2025 - Apr 1, 2025 | -3.02% Jul 25, 2025 - Aug 13, 2025 |
| #6 | -0.79% Nov 26, 2025 - Dec 29, 2025 | -2.89% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -2.75% Jan 22, 2026 - Feb 9, 2026 |
| #8 | -0.55% Jan 14, 2026 - Feb 5, 2026 | -2.65% May 14, 2026 - May 22, 2026 |
| #9 | -0.51% Aug 13, 2025 - Aug 26, 2025 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -0.34% Aug 28, 2025 - Sep 3, 2025 | -1.66% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -0.28% Jul 29, 2025 - Aug 1, 2025 | -1.47% Sep 22, 2025 - Oct 2, 2025 |
| #12 | -0.28% Aug 4, 2025 - Aug 13, 2025 | -1.24% Jul 10, 2025 - Jul 22, 2025 |
| #13 | -0.18% Dec 29, 2025 - Jan 7, 2026 | -1.11% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -0.14% Feb 10, 2026 - Feb 12, 2026 | -1.06% Apr 27, 2026 - Apr 30, 2026 |
| #15 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -0.99% May 6, 2026 - May 14, 2026 |
Correlation
Correlation between SCEC and BLUX is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2025 - 2026)
SCEC vs BLUX dividend yield comparison.
| Year | SCEC | BLUX |
|---|---|---|
| 2026 | 1.99% | 0.19% |
| 2025 | 3.58% | 0.73% |
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