SCEC vs IBMO
Comparison between STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF) and ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO, ETF).
SCEC vs IBMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCEC
$585M
Winner
IBMO
$585M
Expense Ratio
SCEC
0.39%
Winner
IBMO
0.18%
Max Drawdown
Winner
SCEC
4.45%
IBMO
14.77%
Sharpe Ratio
Winner
SCEC
-0.14
IBMO
-1.21
5Y Beta
SCEC
0.05
Winner
IBMO
0.01
5Y Dividends CAGR
SCEC
N/A
IBMO
23.81%
SCEC vs IBMO - Holdings Comparison
SCEC and IBMO have 1 common holdings. Overlap is -0.13%
SCEC's top 25 holdings weight is 33.55%. IBMO's top 25 holdings weight is 25.38%.
| Rank | SCEC | IBMO |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 2.97% | n/a (n/a) - 3.22% |
| #2 | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.50% | CALIFORNIA ST 5% (n/a) - 2.07% |
| #3 | n/a (n/a) - 2.50% | n/a (n/a) - 2.02% |
| #4 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.38% | n/a (n/a) - 1.49% |
| #5 | n/a (n/a) - 2.32% | NEW YORK N Y 5% (n/a) - 1.49% |
| #6 | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.01% | ILLINOIS ST 5% (n/a) - 1.48% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.84% | METROPOLITAN TRANSN AUTH N Y REV 5% (n/a) - 1.06% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.76% | ST JOHN BAPTIST PARISH LA REV 2.2% (n/a) - 1.06% |
| #9 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.51% | PENNSYLVANIA ST 5% (n/a) - 0.99% |
| #10 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.45% | CONNECTICUT ST 5% (n/a) - 0.96% |
| #11 | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.37% | n/a (n/a) - 0.95% |
| #12 | UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.29% | MARYLAND ST 5% (n/a) - 0.71% |
| #13 | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 1.22% | n/a (n/a) - 0.69% |
| #14 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.98% | PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 0.67% |
| #15 | FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.94% | n/a (n/a) - 0.64% |
| #16 | n/a (n/a) - 0.74% | MASSACHUSETTS ST 5% (n/a) - 0.63% |
| #17 | ARES XLIV CLO LTD. 4.8031% (n/a) - 0.73% | WASHINGTON ST 5% (n/a) - 0.61% |
| #18 | n/a (n/a) - 0.73% | n/a (n/a) - 0.61% |
| #19 | LCM 33 LTD / LCM 33 LLC 4.85523% (n/a) - 0.68% | MISSISSIPPI ST 5% (n/a) - 0.60% |
| #20 | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.67% | TEXAS WTR DEV BRD REV 5% (n/a) - 0.60% |
| #21 | n/a (n/a) - 0.65% | n/a (n/a) - 0.59% |
| #22 | OAKTREE CLO 2019-2 LTD 5.42523% (n/a) - 0.62% | LOS ANGELES CALIF UNI SCH DIST 5% (n/a) - 0.58% |
| #23 | HERTZ VEHICLE FINANCING LLC 5.57% (n/a) - 0.60% | NEW YORK ST URBAN DEV CORP REV 5% (n/a) - 0.58% |
| #24 | PROGRESS RESIDENTIAL 2025-SFR1 TRUS 3.4% (n/a) - 0.55% | ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 0.54% |
| #25 | BARINGS CLO 2018-III LLC 4.80523% (n/a) - 0.54% | GEORGIA ST 5% (n/a) - 0.54% |
| Total Holdings | 245 | 648 |
SCEC vs IBMO - Historical Returns
Returns include dividend reinvestment.
1M
SCEC
-1.03%
Winner
IBMO
+0.23%
3M
SCEC
-1.21%
Winner
IBMO
+0.65%
6M
SCEC
-0.99%
Winner
IBMO
+1.01%
1Y
Winner
SCEC
+2.86%
IBMO
+2.59%
5Y(CAGR)
SCEC
N/A
IBMO
+0.63%
Max(CAGR)
Winner
SCEC
+3.04%
IBMO
+1.85%
SCEC vs IBMO - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SCEC | IBMO |
|---|---|---|
| 2026 | -0.73% | +1.34% |
| 2025 | +4.98% | +3.15% |
| 2024 | N/A | +2.05% |
| 2023 | N/A | +2.72% |
| 2022 | N/A | -5.31% |
| 2021 | N/A | -0.16% |
| 2020 | N/A | +5.38% |
| 2019 | N/A | +4.69% |
SCEC vs IBMO Drawdown Comparison
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The maximum drawdown for IBMO was -14.77%, occurring on Mar 20, 2020. Recovery took 88 trading sessions.
The current SCEC drawdown is -2.39%.
| Rank | SCEC | IBMO |
|---|---|---|
| #1 | -2.98% Apr 4, 2025 - Jun 30, 2025 | -14.77% Mar 9, 2020 - Jul 14, 2020 |
| #2 | -2.80% Feb 27, 2026 - Mar 27, 2026 | -8.91% Feb 12, 2021 - Jun 20, 2025 |
| #3 | -1.04% Jun 30, 2025 - Jul 29, 2025 | -2.02% Aug 16, 2019 - Jan 13, 2020 |
| #4 | -0.96% Oct 21, 2025 - Nov 26, 2025 | -0.73% Aug 7, 2020 - Nov 17, 2020 |
| #5 | -0.83% Mar 20, 2025 - Apr 1, 2025 | -0.39% Jan 31, 2020 - Feb 20, 2020 |
| #6 | -0.79% Nov 26, 2025 - Dec 29, 2025 | -0.38% Sep 15, 2025 - Nov 17, 2025 |
| #7 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -0.32% Jan 5, 2021 - Jan 27, 2021 |
| #8 | -0.55% Jan 14, 2026 - Feb 5, 2026 | -0.29% Dec 24, 2025 - Jan 21, 2026 |
| #9 | -0.51% Aug 13, 2025 - Aug 26, 2025 | -0.26% Apr 10, 2019 - Apr 24, 2019 |
| #10 | -0.34% Aug 28, 2025 - Sep 3, 2025 | -0.25% Aug 12, 2019 - Aug 14, 2019 |
| #11 | -0.28% Jul 29, 2025 - Aug 1, 2025 | -0.20% Jun 3, 2019 - Jun 18, 2019 |
| #12 | -0.28% Aug 4, 2025 - Aug 13, 2025 | -0.18% Jul 17, 2026 - Jul 20, 2026 |
| #13 | -0.18% Dec 29, 2025 - Jan 7, 2026 | -0.18% Jul 2, 2019 - Jul 9, 2019 |
| #14 | -0.14% Feb 10, 2026 - Feb 12, 2026 | -0.16% Feb 26, 2026 - Mar 13, 2026 |
| #15 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -0.16% Apr 4, 2019 - Apr 10, 2019 |
Correlation
Correlation between SCEC and IBMO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2019 - 2026)
SCEC vs IBMO dividend yield comparison.
| Year | SCEC | IBMO |
|---|---|---|
| 2026 | 2.43% | 1.20% |
| 2025 | 3.58% | 2.37% |
| 2024 | 0.00% | 2.15% |
| 2023 | 0.00% | 1.65% |
| 2022 | 0.00% | 0.89% |
| 2021 | 0.00% | 0.62% |
| 2020 | 0.00% | 1.03% |
| 2019 | 0.00% | 1.01% |
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