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