SCEC vs VOO

SCEC vs VOO

Which is better, SCEC or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricSCECVOO
Expense Ratio0.39%0.03%Best
AUM$605M$997.4B
Dividend Yield5.02%1.04%
Holdings355509
YTD Return-4.60%+11.98%Best
1Y Return-4.49%+16.45%Best
3Y Return (annualized)-+21.19%
5Y Return (annualized)-+12.95%
Volatility (annualized)3.6%Best12.1%
Max Drawdown-5.8%Best-13.6%
$10,000 over 1.5 years$9,972$13,755Best
Fund FamilySterling Capital Active ETFVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionMar 14, 2025Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 14, 2025 to Sep 14, 2026 (1.5 years).

SCEC vs VOO 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 1.5 years both funds cover.

SCEC vs VOO Performance

Sterling Capital Enhanced Core Bond ETF (SCEC) is an ETF from Sterling Capital Active ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SCEC returned -4.49% while VOO returned +16.45%. Year to date, SCEC is down 4.60% versus a gain of 11.98% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 3.6% 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 -5.8% for SCEC and -13.6% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SCEC charges 0.39% per year while VOO charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, SCEC currently yields 5.02% against 1.04% for VOO.

Holdings Overlap

VOO already in SCEC0.2%

At least 0.2% of VOO's money is in holdings SCEC also owns.

Stated as a floor: for SCEC, our book for it covers 42.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 180 positions we hold weights for in SCEC and 494 in VOO, against full books of 355 and 509.

Top Shared Holdings

StockWeight in SCECWeight in VOODifference
BKBank Of New York Mellon Corp Preferred Shs Depositoty Receipt Repr 1/100Th Pfd Shs Series M, 5.62%, 06/20/990.15%0.17%0.02%

You are not choosing between two funds in isolation.

Whichever of SCEC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCECVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCEC or VOO?

SCEC has an expense ratio of 0.39% while VOO charges 0.03%. VOO is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, SCEC or VOO?

Over the past year SCEC returned -4.49% vs +16.45% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), SCEC annualized -0.19% vs +23.68% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCEC or VOO?

VOO has been the more volatile fund at 12.1% annualized versus 3.6% for SCEC. Worst drawdown: SCEC -5.8% vs VOO -13.6%.

Should I hold both SCEC and VOO?

SCEC and VOO have a monthly-return correlation of 0.37, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, SCEC or VOO?

SCEC yields 5.02% while VOO yields 1.04%, so SCEC currently pays the higher dividend yield.

Is VOO better than SCEC?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.