Compare · 2 funds side by side · dividends reinvested

SCEC and SPYM

SCECSterling Capital×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

SCEC and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

Sterling Capital Enhanced Core Bond ETFBonds & Cash · Core aggregate0.39%5.14%−1.1%−0.5%[…][…]−4.8%4.0%$618M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCEC 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Sterling Capital Enhanced Core Bond ETF · $618M[…]

SCEC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCECMeasureSPYM

−1.1%Year to dateJan 1 → Nov 4+13.4%

−0.5%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

5.14%Trailing 12-mo yield$514 · $101 a year on $10k1.01%

−4.8%Worst dropSmaller is better−8.9%

4.0%VolatilityLower is calmer12.8%

SCECSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCEC vs SPYM: Top 5 Holdings

Today

SCEC

0.2%in top 5

SPYM

in top 527.3%

SCECStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.2%APOSnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SCEC vs SPYM Returns, Every Period

Sterling CapitalSCEC

−0.5%

past year

SPYMSPDR

+13.5%

past year

SCECSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: SCEC vs SPYM

YTD

Sterling CapitalSCEC

−1.1%

SPYMSPDR

+13.4%

−1.1%Year to date+13.4%

−4.8%Worst drop · 1Y−8.9%

4.0%Volatility · 1Y12.8%

5.1%Yield1.0%

$618MAssets$185B

3–1SCEC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCEC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCEC0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCEC, SPYM

5.14%highest, SCEC

FundTrailing yieldYield$10k

SCEC5.14%$514

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$475most kept, SCEC

SCEC$514 − $39 = $475

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCEC, SPYM

Today

0.0%most shared, SCEC and SPYM

SCECSPYM

SCEC—0.0%

SPYM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SCECWorst drop−4.8%4.0% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCECSPYM

−1.1%Year to date+13.4%

5.1%Yield1.0%

−0.5%Past year+13.5%

0.39%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026