AVIG vs SCEC
Avantis Core Fixed Income ETF vs Sterling Capital Enhanced Core Bond ETF
Which is better, AVIG or SCEC?
Nearly the same fund. AVIG costs less.
AVIG has a lower expense ratio. AVIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVIG | SCEC |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.39% |
| AUM | $2.1B | $611M |
| Dividend Yield | 4.44% | 5.17% |
| Holdings | 1,746 | 719 |
| YTD Return | -2.39%Best | -6.22% |
| 1Y Return | -1.78%Best | -6.25% |
| 3Y Return (annualized) | +4.04% | - |
| 5Y Return (annualized) | -0.31% | - |
| Volatility (annualized) | 4.4% | 4.3%Best |
| Max Drawdown | -5.1%Best | -7.9% |
| $10,000 over 1.7 years | $10,339Best | $9,799 |
| Fund Family | Avantis Investors | Sterling Capital Active ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Oct 13, 2020 | Mar 14, 2025 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Mar 14, 2025 to Nov 13, 2026 (1.7 years).
AVIG vs SCEC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.7 years both funds cover.
AVIG vs SCEC Performance
Avantis Core Fixed Income ETF (AVIG) is an ETF from Avantis Investors and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year AVIG returned -1.78% while SCEC returned -6.25%. Year to date, AVIG is down 2.39% versus a loss of 6.22% for SCEC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AVIG has been the more volatile fund, with annualized monthly volatility of 4.4% compared with 4.3% for SCEC. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -5.1% for AVIG and -7.9% for SCEC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AVIG charges 0.15% per year while SCEC charges 0.39%. On a $10,000 position that is $15 vs $39 annually, a gap of $24 per year that compounds over a long holding period. On income, AVIG currently yields 4.44% against 5.17% for SCEC.
Holdings Overlap
We hold position weights for 715 holdings in AVIG and 172 in SCEC, totalling 78.8% and 38.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 7 positions appear in both.
7 positions in common, counted across the 715 positions we hold weights for in AVIG and 172 in SCEC, against full books of 1,746 and 719.
Top Shared Holdings
| Stock | Weight in AVIG | Weight in SCEC | Difference |
|---|---|---|---|
| T 2.5 02/15/45United States Treasury Note/Bond 2.5 02/15/2045 | 0.35% | 2.53% | 2.18% |
| CAT 5.2 05/15/35Caterpillar Inc 5.2 05/15/2035 | 0.18% | 0.11% | 0.07% |
| BNSF 4.95 09/15/41Burlington Northern Santa Fe Llc 4.95 09/15/2041 | 0.09% | 0.11% | 0.02% |
| S 8.75 03/15/32Sprint Capital Corp 8.75 03/15/2032 | 0.03% | 0.16% | 0.13% |
| FCX 5.45 03/15/43Freeport-Mcmoran Inc 5.45 03/15/2043 | 0.00% | 0.15% | 0.15% |
| BAC V5.288 04/25/34Bank Of America Corp 5.29 04/25/2034 | 0.04% | 0.01% | 0.03% |
| C V2.976 11/05/30Citigroup Inc 2.98 11/05/2030 | 0.03% | 0.00% | 0.03% |
You are not choosing between two funds in isolation.
Whichever of AVIG and SCEC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVIG or SCEC?
AVIG has an expense ratio of 0.15% while SCEC charges 0.39%. AVIG is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, AVIG or SCEC?
Over the past year AVIG returned -1.78% vs -6.25% for SCEC, so AVIG leads on 1-year performance. Over the longest common window we track (2 years), AVIG annualized +1.98% vs -1.19% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVIG or SCEC?
AVIG has been the more volatile fund at 4.4% annualized versus 4.3% for SCEC. Worst drawdown: AVIG -5.1% vs SCEC -7.9%.
Should I hold both AVIG and SCEC?
AVIG and SCEC have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AVIG or SCEC?
AVIG yields 4.44% while SCEC yields 5.17%, so SCEC currently pays the higher dividend yield.
Is SCEC better than AVIG?
AVIG has a lower expense ratio. AVIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.97. Which one suits a particular account depends on what it is for. This is information, not a recommendation.