SDCP vs VTI
Virtus Newfleet Short Duration Core Plus Bond ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | SDCP | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $13M | $663.5B | |
| Dividend Yield | 5.23% | 1.07% | |
| Holdings | 305 | 3,543 | |
| YTD Return | +1.73% | +14.96% | |
| 1Y Return | +3.54% | +22.39% | |
| 3Y Return (annualized) | - | +21.51% | |
| 5Y Return (annualized) | - | +12.36% | |
| Volatility (annualized) | 1.6% | 15.4% | |
| Max Drawdown | -0.8% | -56.6% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 15, 2023 | May 24, 2001 |
SDCP vs VTI Performance
Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is a ETF from Virtus Investment Partners and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SDCP returned +3.54% while VTI returned +22.39%. Year to date, SDCP is up 1.73% versus a gain of 14.96% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -56.6% for VTI. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SDCP charges 0.35% per year while VTI 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 1.07% for VTI.
Holdings Overlap
SDCP and VTI share 0 holdings out of 2787 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 VTI?
SDCP has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, SDCP or VTI?
Over the past year SDCP returned +3.54% vs +22.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), SDCP annualized +5.51% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, SDCP or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 1.6% for SDCP. Worst drawdown: SDCP -0.8% vs VTI -56.6%.
Should I hold both SDCP and VTI?
SDCP and VTI have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDCP and VTI?
SDCP and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2787 unique securities.
Which pays a higher dividend, SDCP or VTI?
SDCP yields 5.23% while VTI yields 1.07%, so SDCP currently pays the higher dividend yield.
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