Compare · 3 funds side by side · dividends reinvested

SDCP, BSV and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,997BSV · best of the three

02 / 04

SDCP, BSV and AGG, 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%+1.1%+1.9%+4.6%+1.9%−1.4%1.9%$45.4B1.9

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: SDCP 2023 · BSV 2007 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

SDCP

BSV

Vanguard Short-Term Bond ETF · $45.4B$10,997

$10,000 five years ago, dividends reinvested

SDCPMeasureBSV

+2.0%Year to dateJan 1 → Nov 6+1.1%

+2.9%1 yearTotal return+1.9%

[…]3 years · per year$10,000 became […] · $11,449+4.6%

[…]5 years · per year$10,000 became […] · $10,997+1.9%

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

5.12%Trailing 12-mo yield$512 · $410 a year on $10k4.10%

−1.1%Worst dropSmaller is better−1.4%

1.2%VolatilityLower is calmer1.9%

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

5–1SDCP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDCP vs BSV: Top 5 Holdings

Today

SDCP

1.0%in top 5

BSV

in top 5[…]

SDCPStockBSV

1.0%JNKnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SDCP vs BSV Returns, Every Period

VirtusSDCP

+2.9%

past year

BSVVanguard

+1.9%

past year

SDCPBSVFaded: behind in that period

2–0SDCP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SDCP vs AGG

YTD

VirtusSDCP

+2.0%

AGGiShares

−0.0%

+2.0%Year to date−0.0%

−1.1%Worst drop · 1Y−4.6%

1.2%Volatility · 1Y4.1%

5.1%Yield4.1%

$13.2MAssets$139B

4–0SDCP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDCP, BSV, AGG

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

AGG0.03%$3

SDCP0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SDCP, BSV, AGG

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

AGG4.12%$412

BSV4.10%$410

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

AGG$412 − $3 = $409

BSV$410 − $3 = $407

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SDCP, BSV, AGG

Today

[…]holdings […]

SDCPBSVAGG

SDCP—[…][…]

BSV[…]—[…]

AGG[…][…]—

End-of-day Nov 6, 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

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SDCPBSV

+2.0%Year to date+1.1%

5.1%Yield4.1%

+2.9%Past year+1.9%

0.35%Fee0.03%

3–1SDCP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026