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Save view, at the bottom, keeps this one here $8.1B
QYLD and SCEP · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return0.0%−0.2%−1.5%+6.0%———+5.4%
Peer average−0.8%−2.6%−3.2%+5.2%+5.0%+44.0%+56.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
Sterling Capital SCEP and its peer average · total return, dividends in · as of Nov 12, 2026
TechnologyFinancial ServicesConsumer CyclicalIndustrialsHealthcareCommunication ServicesOther
Sterling Capital SCEP · 53 holdings · tile size = share of the fund · as of Nov 12, 2026
+10.9%
+10.9%
$3.3B
First Trust BuyWrite Income
+5.7%
+5.7%
$2.5B
Aptus Collared Income Opportunity
+6.6%
+6.6%
$2.3B
20+ Year Treasury Bond BuyWrite Strategy
−1.1%
−1.1%
$1.6B
Main BuyWrite
+7.1%
+7.1%
$1.5B
Amplify CWP International Enhanced Dividend Income
+8.7%
+8.7%
$1.4B
Global X - Russell 2000 Covered Call
+11.5%
+11.5%
$1.3B
First Trust Nasdaq BuyWrite Income
+14.0%
+14.0%
$979M
Roundhill Nasdaq-100 0DTE Covered Call Strategy
+11.2%
+11.2%
$857M
Horizon Funds - Horizon Managed Risk
+12.1%
+12.1%
$802M
REX FANG & Innovation Equity Premium Income
+0.8%
+0.8%
$641M
EA Series Trust - Castellan Targeted Equity
+20.4%
+20.4%
$613M
Tortoise Capital Series Trust - Energy
+26.3%
+26.3%
$547M
YieldMax Ultra Option Income Strategy
−3.3%
−3.3%
$539M
Covered Calls · current AUM · as of Nov 12, 2026
−0.2%
+10.9%
+14.5%
$3.3B
First Trust BuyWrite Income ETF
−0.5%
+5.7%
+6.4%
$2.5B
Aptus Collared Income Opportunity ETF
−0.3%
+6.6%
+5.5%
$2.3B
Sterling Capital Hedged Equity Premium Income ETF
0.0%
+6.0%
new
$243M
#45 of 70 this year · #32 cheapest of 90 · sorted by assets
SCEP and its peer group · total return · as of Nov 12, 2026
4.79%
9COSTCostco Wholesale2.70% Sterling Capital SCEP · weight in the fund · as of Nov 12, 2026
Sterling Capital SCEP · 53 holdings · tile size = share of the fund · as of Nov 12, 2026
QYLD and SCEP · year-to-date · as of Nov 12, 2026 · AUM not scored
SCEPAvsBPeer average
1D0.0%−0.8%
1M−0.2%−2.6%
3M−1.5%−3.2%
YTD+6.0%+5.2%
1Y[…]+5.0%
3Y[…]+44.0%
5Y[…]+56.0%
4–0SCEP wins
89 Covered calls peers · each row scaled to its leader
COST2.7%
Other
COST2.7%
Other
TechnologyFinancial ServicesConsumer CyclicalIndustrialsHealthcareCommunication ServicesOther