Compare · 3 funds side by side · dividends reinvested

BSV, SDCP and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,977BSV · best of the three

02 / 04

BSV, SDCP and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Short Duration Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.12%+2.0%+2.9%[…][…]−1.1%1.2%$13M1.3

Vanguard Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.10%+0.9%+1.7%+4.7%+1.9%−1.4%1.9%$45.4B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BSV 2007 · SDCP 2023 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Newfleet Short Duration Core Plus Bond ETF · $13M[…]

SDCP

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

SDCPMeasureBND

+2.0%Year to dateJan 1 → Nov 4−0.1%

+2.9%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

5.12%Trailing 12-mo yield$512 · $413 a year on $10k4.13%

−1.1%Worst dropSmaller is better−4.5%

1.2%VolatilityLower is calmer4.0%

SDCPBND Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1SDCP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDCP vs BND: Top 5 Holdings

Today

SDCP

1.0%in top 5

BND

in top 5[…]

SDCPStockBND

1.0%JNKnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SDCP vs BND Returns, Every Period

VirtusSDCP

+2.9%

past year

BNDVanguard

+0.3%

past year

SDCPBNDFaded: behind in that period

2–0SDCP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SDCP vs BND

YTD

VirtusSDCP

+2.0%

BNDVanguard

−0.1%

+2.0%Year to date−0.1%

−1.1%Worst drop · 1Y−4.5%

1.2%Volatility · 1Y4.0%

5.1%Yield4.1%

$13.2MAssets$161B

4–0SDCP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSV, SDCP, BND

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

BND0.03%$3

SDCP0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BSV, SDCP, BND

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

BND4.13%$413

BSV4.10%$410

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

BND$413 − $3 = $410

BSV$410 − $3 = $407

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BSV, SDCP, BND

Today

[…]holdings […]

BSVSDCPBND

BSV—[…][…]

SDCP[…]—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+2.9%SDCP, at 1.2% volatility

SDCPWorst drop−1.1%1.2% vol

BSVWorst drop−1.4%1.9% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SDCPBSV

+2.0%Year to date+0.9%

5.1%Yield4.1%

+2.9%Past year+1.7%

0.35%Fee0.03%

3–1SDCP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026