SDCP vs VOO
Virtus Newfleet Short Duration Core Plus Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SDCP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $13M | $979.0B | |
| Dividend Yield | 5.23% | 1.09% | |
| Holdings | 305 | 509 | |
| YTD Return | +1.59% | +13.79% | |
| 1Y Return | +3.48% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 1.6% | 14.1% | |
| Max Drawdown | -0.8% | -34.3% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 15, 2023 | Sep 7, 2010 |
SDCP vs VOO Performance
Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is a ETF from Virtus Investment Partners and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SDCP returned +3.48% while VOO returned +23.01%. Year to date, SDCP is up 1.59% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 1.6% 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 -0.8% for SDCP and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
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 5.23% against 1.09% for VOO.
Holdings Overlap
SDCP and VOO share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $32 per year of difference.
Which performed better, SDCP or VOO?
Over the past year SDCP returned +3.48% vs +23.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), SDCP annualized +5.48% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, SDCP or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 1.6% for SDCP. Worst drawdown: SDCP -0.8% vs VOO -34.3%.
Should I hold both SDCP and VOO?
SDCP and VOO have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDCP and VOO?
SDCP and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, SDCP or VOO?
SDCP yields 5.23% while VOO yields 1.09%, so SDCP currently pays the higher dividend yield.
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