SCEC vs IPKW
Comparison between STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC, ETF) and INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF (IPKW, ETF).
SCEC vs IPKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCEC
$529M
Winner
IPKW
$530M
Expense Ratio
Winner
SCEC
0.39%
IPKW
0.55%
Max Drawdown
Winner
SCEC
3.91%
IPKW
50.31%
Sharpe Ratio
SCEC
0.27
Winner
IPKW
1.30
5Y Beta
Winner
SCEC
0.04
IPKW
0.71
5Y Dividends CAGR
SCEC
N/A
IPKW
26.91%
SCEC vs IPKW - Holdings Comparison
SCEC and IPKW have 1 common holdings. Overlap is -0.01%
SCEC's top 25 holdings weight is 30.12%. IPKW's top 25 holdings weight is 66.59%.
| Rank | SCEC | IPKW |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 2.87% | ING GROEP NV (n/a) - 5.75% |
| #2 | UNITED STATES TREASURY BONDS 1.375% (n/a) - 2.60% | UNICREDIT SPA (n/a) - 5.72% |
| #3 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.54% | STANDARD CHARTERED PLC (n/a) - 4.86% |
| #4 | n/a (n/a) - 2.51% | PROSUS NV ORDINARY SHARES CLASS N (n/a) - 4.77% |
| #5 | UNITED STATES TREASURY NOTES 1.875% (n/a) - 2.13% | TOTALENERGIES SE (TTE:XPAR) - 4.53% |
| #6 | n/a (n/a) - 2.09% | SHELL PLC (n/a) - 4.21% |
| #7 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 1.97% | HONDA MOTOR CO LTD (n/a) - 3.96% |
| #8 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.63% | EQUINOR ASA (n/a) - 3.16% |
| #9 | UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.56% | BAIDU INC (n/a) - 2.76% |
| #10 | CASH & CASH EQUIVALENTS (n/a) - 1.50% | AIB GROUP PLC (n/a) - 2.38% |
| #11 | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.48% | VODAFONE GROUP PLC (n/a) - 2.32% |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 1.02% | SOMPO HOLDINGS INC (n/a) - 2.24% |
| #13 | FORTRESS CREDIT BSL XXI LTD 5.04395% (n/a) - 0.99% | NN GROUP NV (n/a) - 2.11% |
| #14 | UNITED STATES TREASURY BONDS 3.375% (n/a) - 0.99% | ENEOS HOLDINGS INC (n/a) - 2.06% |
| #15 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.91% | SAAB AB CLASS B (n/a) - 1.91% |
| #16 | n/a (n/a) - 0.78% | BANCO DE SABADELL SA (n/a) - 1.84% |
| #17 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.41% | BANK OF IRELAND GROUP PLC (n/a) - 1.73% |
| #18 | AVIS BUDGET RENTAL CAR FUNDING AESOP LLC 5.23% (n/a) - 0.32% | n/a (n/a) - 1.67% |
| #19 | n/a (n/a) - 0.29% | TOKYO GAS CO LTD (n/a) - 1.42% |
| #20 | MORGAN STANLEY 5.25% (n/a) - 0.29% | NIPPON YUSEN KABUSHIKI KAISHA (n/a) - 1.26% |
| #21 | ATHENE HOLDING LTD 5.875% (n/a) - 0.25% | MIRAE ASSET SECURITIES CO LTD (n/a) - 1.25% |
| #22 | WELLS FARGO & CO. 2.879% (n/a) - 0.25% | IMPERIAL OIL LTD (IMO) - 1.24% |
| #23 | INTEL CORPORATION 5.3% (n/a) - 0.25% | CENTRICA PLC (n/a) - 1.23% |
| #24 | ELI LILLY & CO. 5.55% (n/a) - 0.25% | T&D HOLDINGS INC (n/a) - 1.19% |
| #25 | O'REILLY AUTOMOTIVE INC. 5.1% (n/a) - 0.24% | KOREA ZINC CO LTD (n/a) - 1.02% |
| Total Holdings | 209 | 178 |
SCEC vs IPKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCEC
-0.17%
IPKW
-1.95%
3M
SCEC
-0.75%
Winner
IPKW
+3.25%
6M
SCEC
+0.31%
Winner
IPKW
+8.48%
1Y
SCEC
+4.66%
Winner
IPKW
+23.28%
5Y(CAGR)
SCEC
N/A
IPKW
+8.84%
10Y(CAGR)
SCEC
N/A
IPKW
+11.20%
Max(CAGR)
SCEC
+3.99%
Winner
IPKW
+10.17%
SCEC vs IPKW - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | SCEC | IPKW |
|---|---|---|
| 2026 | +0.00% | +3.18% |
| 2025 | +4.98% | +46.10% |
| 2024 | N/A | +11.33% |
| 2023 | N/A | +15.49% |
| 2022 | N/A | -13.61% |
| 2021 | N/A | +11.57% |
| 2020 | N/A | +15.28% |
| 2019 | N/A | +19.76% |
| 2018 | N/A | -21.98% |
| 2017 | N/A | +33.30% |
| 2016 | N/A | +13.54% |
| 2015 | N/A | +7.30% |
| 2014 | N/A | -0.62% |
SCEC vs IPKW Drawdown Comparison
The maximum drawdown for SCEC was -2.98%, occurring on Apr 11, 2025. Recovery took 58 trading sessions.
The maximum drawdown for IPKW was -47.21%, occurring on Mar 23, 2020. Recovery took 718 trading sessions.
The current SCEC drawdown is -1.67%. The current IPKW drawdown is -4.00%.
| Rank | SCEC | IPKW |
|---|---|---|
| #1 | -2.98% Apr 4, 2025 - Jun 30, 2025 | -47.21% Jan 26, 2018 - Dec 2, 2020 |
| #2 | -2.80% Feb 27, 2026 - Mar 27, 2026 | -33.13% Jun 7, 2021 - May 14, 2024 |
| #3 | -1.04% Jun 30, 2025 - Jul 29, 2025 | -19.10% May 15, 2015 - Apr 19, 2016 |
| #4 | -0.96% Oct 21, 2025 - Nov 26, 2025 | -17.78% Mar 19, 2025 - May 16, 2025 |
| #5 | -0.83% Mar 20, 2025 - Apr 1, 2025 | -13.05% Apr 20, 2016 - Sep 6, 2016 |
| #6 | -0.79% Nov 26, 2025 - Dec 29, 2025 | -12.29% Jul 3, 2014 - Mar 19, 2015 |
| #7 | -0.68% Sep 16, 2025 - Oct 13, 2025 | -9.14% Feb 9, 2026 - May 6, 2026 |
| #8 | -0.55% Jan 14, 2026 - Feb 5, 2026 | -8.01% Oct 7, 2024 - Feb 6, 2025 |
| #9 | -0.51% Aug 13, 2025 - Aug 26, 2025 | -7.53% Jul 17, 2024 - Aug 19, 2024 |
| #10 | -0.34% Aug 28, 2025 - Sep 3, 2025 | -6.36% Sep 22, 2016 - Jan 4, 2017 |
| #11 | -0.28% Jul 29, 2025 - Aug 1, 2025 | -5.62% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -0.28% Aug 4, 2025 - Aug 13, 2025 | -5.08% Mar 6, 2014 - May 12, 2014 |
| #13 | -0.18% Dec 29, 2025 - Jan 7, 2026 | -4.99% Jan 21, 2021 - Feb 8, 2021 |
| #14 | -0.14% Feb 10, 2026 - Feb 12, 2026 | -4.71% May 7, 2021 - May 27, 2021 |
| #15 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -4.53% May 31, 2024 - Jul 5, 2024 |
Correlation
Correlation between SCEC and IPKW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2014 - 2026)
SCEC vs IPKW dividend yield comparison.
| Year | SCEC | IPKW |
|---|---|---|
| 2026 | 2.00% | 0.99% |
| 2025 | 3.58% | 3.55% |
| 2024 | 0.00% | 4.12% |
| 2023 | 0.00% | 2.66% |
| 2022 | 0.00% | 3.77% |
| 2021 | 0.00% | 7.37% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 2.41% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.93% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.41% |
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