SDCP vs VYM
Virtus Newfleet Short Duration Core Plus Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SDCP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $13M | $79.0B | |
| Dividend Yield | 5.23% | 2.86% | |
| Holdings | 305 | 568 | |
| YTD Return | +1.59% | +16.10% | |
| 1Y Return | +3.48% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 1.6% | 14.6% | |
| Max Drawdown | -0.8% | -58.8% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Nov 15, 2023 | Nov 10, 2006 |
SDCP vs VYM Performance
Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is a ETF from Virtus Investment Partners and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SDCP returned +3.48% while VYM returned +25.99%. Year to date, SDCP is up 1.59% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SDCP charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, SDCP currently yields 5.23% against 2.86% for VYM.
Holdings Overlap
SDCP and VYM share 0 holdings out of 562 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 VYM?
SDCP has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, SDCP or VYM?
Over the past year SDCP returned +3.48% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), SDCP annualized +5.48% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SDCP or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 1.6% for SDCP. Worst drawdown: SDCP -0.8% vs VYM -58.8%.
Should I hold both SDCP and VYM?
SDCP and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDCP and VYM?
SDCP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, SDCP or VYM?
SDCP yields 5.23% while VYM yields 2.86%, so SDCP currently pays the higher dividend yield.
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