SCEC vs SPY

ASCEC

BSPY

Measures won3–1SCEC wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income5.13%SCEC · $513 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%SCEC and SPY

SCEC

SPY

Sterling Capital Enhanced Core Bond ETF · $622MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

5.13%12-mo yield$513 · $101 on $10k1.01%

−4.8%Worst dropSmaller wins−8.9%

3.9%VolatilityLower wins13.7%

3–1SCEC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCEC · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	ASCEC	Sterling Capital Enhanced Core Bond ETFRead Desk	0.39%	5.13%	+0.1%	−0.9%	−0.5%	new	new	−4.8%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
4	ASCEC	Sterling Capital Enhanced Core Bond ETFRead Desk	0.39%	5.13%	+0.1%	−0.9%	−0.5%	new	new	−4.8%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCEC vs SPY

SCEC

Sterling Capital Enhanced Core Bond

[…]

SPY

SPDR S&P 500

$17,493

MeasureSCECSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield5.13%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.9%13.7%

3–1measures won
SCEC first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: SCEC, SPY, SGOV, IVV

Today

99.9%most shared, SPY and IVV

SCECSPYSGOVIVV

SCEC—0.0%[…]0.0%

SPY0.0%—[…]99.9%

SGOV[…][…]—[…]

IVV0.0%99.9%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$474most kept, SCEC

SCEC$513 − $39 = $474

SGOV$363 − $9 = $354

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee