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