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SCEP STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF

Covered call on SPY, paying monthly

Since its launch on Dec 11, 2025, SCEP paid 5.0% in cash and still finished 8.2 points behind SPY.

STERLING CAPITAL · Income ETFs · data as of

Key facts

5.0%Cash paid, since launch, on its starting price
+3.6%Total return, since launch
−8.2 ptsAgainst SPY
7.1%Latest payout, annualized

Method

What a holder got

SCEP against SPYSCEP returned +3.6% with distributions reinvested against +11.8% for S&P 500 (SPY), a gap of −8.2 pts. Of that, 5.0% arrived as cash rather than price.+3.6%SCEP total return+11.8%S&P 500 (SPY)5.0% of it arrived as cash

Over the year to Sep 11, 2026, SCEP returned +3.6% with distributions reinvested and S&P 500 (SPY) returned +11.8%, so a holder came out behind it by 8.2 points. The lighter segment is the 5.0% that arrived as cash rather than as price.

Method

Period by period

SCEP over each window to Sep 11, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.
WindowCash paidPriceTotal returnSPYAhead or behind
3 months1.8%0.0%+1.7%+3.3%−1.6 pts
6 months3.6%+3.0%+6.7%+16.0%−9.3 pts
Since launch5.0%−1.5%+3.6%+11.8%−8.2 pts

Method

When SCEP pays

SCEP pays monthly. The last distribution was $0.1463 a share, which went ex on Sep 1, 2026, with payment about 2 days later. The next has not been declared. On its own cadence of about 30 days the ex-date falls near Oct 1, 2026; that date is an ETFIQ projection, not the issuer’s.

Expected distributions for SCEP. Where the basis is a projection, ETFIQ has carried the fund’s own spacing forward from its last ex-date and held the amount at the last one paid; neither is an issuer statement. Source: ETFIQ.
Ex-datePay dateAmountBasis
Oct 1, 2026Oct 5, 2026$0.1463ETFIQ projection from the fund’s own cadence
Every distribution ETFIQ holds for SCEP (9, most recent first)
Cash distributions per share for SCEP. Source: ETFIQ from Tiingo end-of-day distributions.
Ex-dateAmount
Sep 1, 2026$0.1463
Aug 3, 2026$0.1436
Jul 1, 2026$0.1443
Jun 1, 2026$0.1468
May 1, 2026$0.1443
Apr 1, 2026$0.1352
Mar 2, 2026$0.1444
Feb 2, 2026$0.1462
Dec 30, 2025$0.0941

Every income ETF going ex-dividend in the next fortnight

Method

In plain words

Since it launched on Dec 11, 2025, SCEP has returned +3.6% with distributions reinvested, against +11.8% for S&P 500 (SPY), and has paid out 5.0% of its starting value in cash along the way. It pays monthly, and at its current price the latest distribution annualizes to 7.1%. No Rule 19a-1 notice has been published for this fund, so there is no issuer estimate of how much of its distributions was a return of capital.

SCEP (STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF), income ETFs fields as of Sep 11, 2026. Source: ETFIQ.
Strategycovered call
BenchmarkS&P 500 (SPY)
Paysmonthly
Net assets (source, as filed for Jun 30, 2026)$235m
Latest payout, annualized (ETFIQ)7.1%
Expense rationot read by ETFIQ
Cash paid, last 12 months, over today’s price (ETFIQ)5.0%
LaunchedDec 11, 2025
Paysmonthly
Typical gap between ex-dates30 days
Typical wait from ex-date to payment2 days
Last paid, per share$0.1463 ex Sep 1, 2026
Sum of the last 9 distributions$1.2452

Every figure is an ETFIQ calculation from exchange prices and cash distributions (Tiingo end-of-day), total return with distributions reinvested. Return of capital is the issuer’s estimate. How these figures are computed

Questions people ask

How much has SCEP paid over the last year?
Over the period from its launch on Dec 11, 2025 to Sep 11, 2026, SCEP paid 5.0% of its starting price in cash distributions, while the price fell 1.5%.
Is SCEP ahead of SPY?
Over the period from its launch on Dec 11, 2025 to Sep 11, 2026, with every distribution reinvested, SCEP returned +3.6% against +11.8% for S&P 500 (SPY), so a holder was behind it by 8.2 points.
How often does SCEP pay, and how much?
SCEP pays monthly. The latest distribution annualizes to 7.1% at its price on Sep 11, 2026, which is not a promise; the next one can differ.
When does SCEP next pay a distribution?
SCEP pays monthly. The last distribution went ex on Sep 1, 2026 at $0.1463 a share. The next is not declared; on a cadence of about 30 days the ex-date falls near Oct 1, 2026, which is an ETFIQ projection. Payment usually follows the ex-date by 2 days.

The words on this page

Total return
What a holder actually ended up with: price change plus every distribution, reinvested. The only figure that answers whether you came out ahead.
Cash paid
Distributions over the window as a share of what the fund cost at the start. A measure of cash delivered, not of return: a fund can pay a great deal and still lose money.
Ahead or behind
The fund’s total return minus the benchmark’s over exactly the same days, in percentage points. Both sides reinvest.
Return of capital
The issuer’s own estimate, in a Rule 19a-1 notice, of how much of a distribution was your own money returned. An estimate and a tax characterization, not a measure of erosion.
Covered call
Selling call options on shares the fund holds. It collects a premium and gives up the gains above the strike, which is why these funds pay well and lag a rising market.

Every term used here, defined in full on the income ETFs vocabulary page.

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Funds near this one

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SCEP payout bar, ETFIQ

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<p><a href="https://etfiq.com/funds/SCEP">SCEP payout bar, updated daily by ETFIQ</a></p>
SCEP, Income ETFs, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. ETFIQ is an independent publisher, is not a fund issuer, broker-dealer or investment adviser, and makes no recommendations.
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Cite this page. ETFIQ, SCEP, income ETFs, data as of Sep 11, 2026. https://etfiq.com/funds/SCEP Free to use with attribution; the underlying files are at Open data.

How these figures are computed · Standards and sources