SCMCvsIBMRETF Comparison
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Sterling Capital Multi-Strategy Income ETF (SCMC) belongs to the Intl Aggregate Bonds segment. iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) is part of the Municipal Bonds segment. SCMC's top 3 sector exposures are Finance, Industrials and Energy. In contrast, IBMR's top sector exposures are Municipal and Non-Corporate. SCMC is more expensive with a Total Expense Ratio (TER) of 0.55%, versus 0.1% for IBMR. SCMC is up 1.21% year-to-date (YTD) with +$257M in YTD flows. IBMR performs worse with 0.09% YTD performance, and +$139M in YTD flows. Run a side-by-side ETF comparison of SCMC and IBMR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SCMC vs IBMR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCMC IBMR | -0.38%-0.03% | -0.83%-0.73% | +1.21%+0.09% | n/a+0.54% | n/a+12.70% | n/an/a |
| Flows | SCMC IBMR | +$35M+$22M | +$62M+$50M | +$257M+$139M | -+$213M | -+$506M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCMC IBMR | +1.74%+2.33% | n/a+1.50% | n/a+2.41% | n/an/a |
| Max drawdown | SCMC IBMR | -1.57%-2.47% | n/a-2.75% | n/a-2.98% | n/an/a |
| Max drawdown duration | SCMC IBMR | 63d52d | n/a232d | n/a212d | n/an/a |
Trading data
SCMC | IBMR | |
Last sale 10/16/2026 at 1:30 PM | $24.43 | $24.96 |
| Previous close 10/15/2026 | $24.47 | $24.93 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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SCMC
is actively managed and doesn’t replicate an indexSCMC | IBMR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
SCMC | IBMR | |
|---|---|---|
| Last price | $24.43 | $24.96 |
| 1D performance | -0.14% | +0.12% |
| AuM | $261.08 M | $507.40 M |
| E/R | 0.55% | 0.1% |
Characteristics
SCMC | IBMR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Sterling Capital Active ETF | iShares |
| Benchmark | - | S&P AMT-Free Municipal Series Callable-Adjusted Dec 2029 Index |
| N° of holdings | 82 | 820 |
| Asset class | - | Fixed Income |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2025 | May 9, 2023 |
| ESG | No | No |
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Exposure
Countries
SCMC
USA
52.69%
Other
47.31%
IBMR
USA
51.44%
Other
48.56%
Sectors
SCMC
Finance
15.52%
Industrials
11.55%
Energy
8.48%
Other
64.45%
IBMR
Municipal
50.4%
Other
49.6%
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Diversification
SCMC
Total weight of top 15 holdings out of 15
15.43%
IBMR
Total weight of top 15 holdings out of 15
6.71%
Top 15 holdings
Data as of August 31, 2026
SCMC
USA, Bills 0% 1oct2026, USD (364D)
1.36%
US31427M3S82
1.14%
US3140XP3R86
1.02%
Global Atlantic Fin, 7.95% 15oct2054, USD
1.01%
US38381UEX63
1.01%
OneMain Finance, 7.875% 15mar2030, USD
1.00%
Federated Hermes Treasury Obligations Fund
1.00%
Genesis Energy, 6.75% 15mar2034, USD
1.00%
Oceaneering International, 6.875% 15jul2034, USD
1.00%
SBL Holdings, 6.5% perp., USD (B, Structured)
0.99%
Corebridge Financial, 6.875% perp., USD
0.99%
Citigroup, 6.625% perp., USD (HH)
0.98%
Archrock Partners, 6% 1feb2034, USD
0.98%
Adient Global Holdings, 7.5% 15feb2033, USD
0.97%
RP Escrow Issuer, 7.125% 1jun2031, USD
0.97%
IBMR
BlackRock Liquidity MuniCash
1.04%
US13034A5B23
0.74%
US575829PH38
0.55%
New Jersey, 5% 1jun2029, USD
0.52%
Los Angeles Unified School District, 5% 1jul2029, USD (2026)
0.45%
New York Dormitory Authority, 2.5% 1jul1993, USD
0.39%
Houston, 5% 1jul2029, USD (2018B)
0.38%
Los Angeles Metropolitan Transportation Authority, 5% 1jul2029, USD (2017-A)
0.38%
California, 5% 1oct2029, USD
0.34%
Palm Beach School Board, 5% 1aug2029, USD (2018C)
0.34%
US18085PTF17
0.33%
Pennsylvania, 5% 1apr2029, USD (2026)
0.33%
California, 5% 1sep2029, USD
0.33%
US13063EUP95
0.31%
Contra Costa Transportation Authority, 5% 1mar2029, USD (2018B)
0.29%
Frequently asked questions about SCMC and IBMR
How have the SCMC and IBMR ETFs performed in 2026?
As of October 15, 2026, SCMC is up 1.21% year-to-date (YTD), while IBMR has returned 0.09%. That puts SCMC better performer ahead so far this year.
Which ETF is attracting more investor money: SCMC or IBMR?
Year-to-date, the SCMC ETF saw +$257M in flows, compared to +$139M for IBMR.
Which ETF is bigger: SCMC or IBMR?
As of October 15, 2026, SCMC holds $261.08 M in assets under management (AUM), while IBMR manages $507.40 M.
What sectors do the SCMC and IBMR ETFs invest in?
SCMC leans toward sectors like Finance, Industrials and Energy. Meanwhile, IBMR focuses on Municipal.
What are the top holdings of the SCMC ETF and IBMR ETF?
SCMC top holdings include USA, Bills 0% 1oct2026, USD (364D), US31427M3S82 and US3140XP3R86. IBMR holds in its top three: BlackRock Liquidity MuniCash, US13034A5B23 and US575829PH38.
Which ETF is more diversified: SCMC or IBMR?
SCMC holds 186 securities with 15.43% of its assets in the top 15. IBMR has 1822 securities and a top 15 weight of 6.71%.
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