Compare · 2 funds side by side · dividends reinvested

SDCP and BIV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,027BIV · best of the two

02 / 04

SDCP and BIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Virtus Newfleet Short Duration Core Plus Bond ETFBonds & Cash · Core aggregate0.35%5.12%+1.9%+2.8%[…][…]−1.1%1.2%$13M1.2

Vanguard Intermediate-Term Bond ETFBonds & Cash · Core aggregate0.03%4.49%−1.5%−1.0%+5.5%+0.1%−5.4%4.3%$28.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SDCP 2023 · BIV 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SDCP

BIV

Vanguard Intermediate-Term Bond ETF · $28.1B$10,027

$10,000 five years ago, dividends reinvested

SDCPMeasureBIV

+1.9%Year to dateJan 1 → Nov 3−1.5%

+2.8%1 yearTotal return−1.0%

[…]3 years · per year$10,000 became […] · $11,740+5.5%

[…]5 years · per year$10,000 became […] · $10,027+0.1%

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

5.12%Trailing 12-mo yield$512 · $449 a year on $10k4.49%

−1.1%Worst dropSmaller is better−5.4%

1.2%VolatilityLower is calmer4.3%

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

5–1SDCP wins

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

More Ways to See the Pairs

SDCP vs BIV: Top 5 Holdings

Today

SDCP

1.0%in top 5

BIV

in top 5[…]

SDCPStockBIV

1.0%JNKnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SDCP vs BIV Returns, Every Period

VirtusSDCP

+2.8%

past year

BIVVanguard

−1.0%

past year

SDCPBIVFaded: behind in that period

2–0SDCP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SDCP vs BIV

YTD

VirtusSDCP

+1.9%

BIVVanguard

−1.5%

+1.9%Year to date−1.5%

−1.1%Worst drop · 1Y−5.4%

1.2%Volatility · 1Y4.3%

5.1%Yield4.5%

$13.2MAssets$28.1B

4–0SDCP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDCP, BIV

Today

0.03%lowest, BIV

FundExpense ratioFee$10k

BIV0.03%$3

SDCP0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SDCP, BIV

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

BIV4.49%$449

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

BIV$449 − $3 = $446

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SDCP, BIV

Today

[…]holdings […]

SDCPBIV

SDCP—[…]

BIV[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.8%SDCP, at 1.2% volatility

SDCPWorst drop−1.1%1.2% vol

BIVWorst drop−5.4%4.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SDCPBIV

+1.9%Year to date−1.5%

5.1%Yield4.5%

+2.8%Past year−1.0%

0.35%Fee0.03%

3–1SDCP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026