IVV vs SCEC
IVV vs SCEC
iShares Core S&P 500 ETF vs Sterling Capital Enhanced Core Bond ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SCEC | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.39% | |
| AUM | $865.2B | $598M | |
| Dividend Yield | 1.09% | 4.84% | |
| Holdings | 508 | 339 | |
| YTD Return | +13.52% | -2.78% | |
| 1Y Return | +23.63% | -0.99% | |
| 3Y Return (annualized) | +21.26% | - | |
| 5Y Return (annualized) | +13.52% | - | |
| Volatility (annualized) | 15.1% | 3.6% | |
| Max Drawdown | -56.5% | -4.6% | |
| Fund Family | iShares by BlackRock (US) | Sterling Capital Active ETF | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Mar 14, 2025 |
IVV vs SCEC Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Sterling Capital Enhanced Core Bond ETF (SCEC) is a ETF from Sterling Capital Active ETF. Over the past year IVV returned +23.63% while SCEC returned -0.99%. Year to date, IVV is up 13.52% versus a loss of 2.78% for SCEC.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -56.5% for IVV and -4.6% for SCEC. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while SCEC charges 0.39%. On a $10,000 position that is $3 vs $39 annually, a gap of $36 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.84% for SCEC.
Holdings Overlap
IVV and SCEC share 0 holdings out of 717 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or SCEC?
IVV has an expense ratio of 0.03% while SCEC charges 0.39%. IVV is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, IVV or SCEC?
Over the past year IVV returned +23.63% vs -0.99% for SCEC, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs +1.16% for SCEC. Past performance does not guarantee future results.
Which is riskier, IVV or SCEC?
IVV has been the more volatile fund at 15.1% annualized versus 3.6% for SCEC. Worst drawdown: IVV -56.5% vs SCEC -4.6%.
Should I hold both IVV and SCEC?
IVV and SCEC have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SCEC?
IVV and SCEC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 717 unique securities.
Which pays a higher dividend, IVV or SCEC?
IVV yields 1.09% while SCEC yields 4.84%, so SCEC currently pays the higher dividend yield.
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