SDCP vs VOO
Virtus Newfleet Short Duration Core Plus Bond ETF vs Vanguard S&P 500 ETF
Which is better, SDCP or VOO?
Short Term Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | SDCP | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $13M | $997.4B |
| Dividend Yield | 4.94% | 1.04% |
| Holdings | 344 | 509 |
| YTD Return | +0.86% | +14.14%Best |
| 1Y Return | +2.22% | +17.31%Best |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.63% |
| Volatility (annualized) | 1.7%Best | 11.7% |
| Max Drawdown | -1.0%Best | -18.7% |
| $10,000 over 2.9 years | $11,514 | $18,035Best |
| Fund Family | Virtus Investment Partners | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Blend |
| Inception | Nov 15, 2023 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 16, 2023 to Sep 22, 2026 (2.9 years).
SDCP vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
SDCP vs VOO Performance
Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is an ETF from Virtus Investment Partners and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year SDCP returned +2.22% while VOO returned +17.31%. Year to date, SDCP is up 0.86% versus a gain of 14.14% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 1.7% for SDCP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -1.0% for SDCP and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SDCP charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, SDCP currently yields 4.94% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 1 holding in SDCP and 494 in VOO, totalling 0.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in SDCP and 494 in VOO, against full books of 344 and 509.
You are not choosing between two funds in isolation.
Whichever of SDCP and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SDCP or VOO?
SDCP has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, SDCP or VOO?
Over the past year SDCP returned +2.22% vs +17.31% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SDCP or VOO?
VOO has been the more volatile fund at 11.7% annualized versus 1.7% for SDCP. Worst drawdown: SDCP -1.0% vs VOO -18.7%.
Should I hold both SDCP and VOO?
SDCP and VOO have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, SDCP or VOO?
SDCP yields 4.94% while VOO yields 1.04%, so SDCP currently pays the higher dividend yield.
Is VOO better than SDCP?
VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.