FIIG vs SCEC
First Trust Intermediate Duration Investment Grade Corporate ETF vs Sterling Capital Enhanced Core Bond ETF
Which is better, FIIG or SCEC?
Nearly the same fund. SCEC costs less.
SCEC has a lower expense ratio. FIIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96.
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 | FIIG | SCEC |
|---|---|---|
| Expense Ratio | 0.49% | 0.39%Best |
| AUM | $634M | $611M |
| Dividend Yield | 5.16% | 5.17% |
| Holdings | 250 | 719 |
| YTD Return | -2.34%Best | -6.22% |
| 1Y Return | -2.04%Best | -6.25% |
| 3Y Return (annualized) | +4.58% | - |
| Volatility (annualized) | 4.3%Tie | 4.3%Tie |
| Max Drawdown | -5.0%Best | -7.9% |
| $10,000 over 1.7 years | $10,417Best | $9,799 |
| Fund Family | First Trust Portfolios (US) | Sterling Capital Active ETF |
| Category | Fixed Income | Fixed Income |
| Inception | Aug 2, 2023 | Mar 14, 2025 |
Not shown on this pair: 5Y Return (annualized), 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).
FIIG 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.
FIIG vs SCEC Performance
First Trust Intermediate Duration Investment Grade Corporate ETF (FIIG) is an ETF from First Trust Portfolios (US) and Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF. Over the past year FIIG returned -2.04% while SCEC returned -6.25%. Year to date, FIIG is down 2.34% versus a loss of 6.22% for SCEC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FIIG and SCEC have been equally volatile, both at 4.3% annualized.
The deepest peak-to-trough decline in our data was -5.0% for FIIG 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FIIG charges 0.49% per year while SCEC charges 0.39%. On a $10,000 position that is $49 vs $39 annually, a gap of $10 per year that compounds over a long holding period. On income, FIIG currently yields 5.16% against 5.17% for SCEC.
Holdings Overlap
We hold position weights for 146 holdings in FIIG and 172 in SCEC, totalling 62.4% 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, 8 positions appear in both.
8 positions in common, counted across the 146 positions we hold weights for in FIIG and 172 in SCEC, against full books of 250 and 719.
Top Shared Holdings
| Stock | Weight in FIIG | Weight in SCEC | Difference |
|---|---|---|---|
| MS V5.25 04/21/34 MTMorgan Stanley 5.25 04/21/2034 | 0.97% | 0.45% | 0.52% |
| WFC V4.897 07/25/33 | 0.46% | 0.28% | 0.18% |
| FITB V4.337 04/25/33Fifth Third Bancorp 4.34 04/25/2033 | 0.52% | 0.17% | 0.35% |
| RF V5.502 09/06/35Regions Financial Corp 5.5 09/06/2035 | 0.46% | 0.19% | 0.27% |
| URIUNITED RENTALS (NORTH AMERICA) INC 6.2 10/15/2036 | 0.48% | 0.09% | 0.39% |
| GS V5.016 10/23/35Goldman Sachs Group Inc/The 5.02 10/23/2035 | 0.30% | 0.22% | 0.08% |
| HBAN V5.709 02/02/35Huntington Bancshares Inc/Oh 5.71 02/02/2035 | 0.23% | 0.06% | 0.17% |
| CCL 5.75 08/01/32 14Carnival Corp Sr Unsecured 144A 08/32 5.75 | 0.10% | 0.19% | 0.09% |
You are not choosing between two funds in isolation.
Whichever of FIIG 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, FIIG or SCEC?
FIIG has an expense ratio of 0.49% while SCEC charges 0.39%. SCEC is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, FIIG or SCEC?
Over the past year FIIG returned -2.04% vs -6.25% for SCEC, so FIIG leads on 1-year performance. Over the longest common window we track (2 years), FIIG annualized +2.43% vs -1.19% for SCEC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FIIG or SCEC?
FIIG and SCEC have been equally volatile, both at 4.3% annualized. Worst drawdown: FIIG -5.0% vs SCEC -7.9%.
Should I hold both FIIG and SCEC?
FIIG and SCEC have a monthly-return correlation of 0.96, 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, FIIG or SCEC?
FIIG yields 5.16% while SCEC yields 5.17%, so SCEC currently pays the higher dividend yield.
Is SCEC better than FIIG?
SCEC has a lower expense ratio. FIIG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.