Compare · 2 funds side by side · dividends reinvested

SDCP and BSV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,961BSV · best of the two

02 / 04

SDCP and BSV, 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 Short-Term Bond ETFBonds & Cash · Core aggregate0.03%4.11%+0.7%+1.6%+4.6%+1.9%−1.4%1.9%$45.4B1.6

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 · BSV 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Short-Term Bond ETF · $45.4B$10,961

BSV

SDCP

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

$10,000 five years ago, dividends reinvested

BSVMeasureSDCP

+0.7%Year to dateJan 1 → Nov 3+1.9%

+1.6%1 yearTotal return+2.8%

+4.6%3 years · per year$10,000 became $11,447 · […][…]

+1.9%5 years · per year$10,000 became $10,961 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

4.11%Trailing 12-mo yield$411 · $512 a year on $10k5.12%

−1.4%Worst dropSmaller is better−1.1%

1.9%VolatilityLower is calmer1.2%

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

1–5SDCP wins

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

More Ways to See the Pairs

BSV vs SDCP: Top 5 Holdings

Today

BSV

[…]in top 5

SDCP

in top 51.0%

BSVStockSDCP

not top 5JNK1.0%

Held in common[…]

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

BSV vs SDCP Returns, Every Period

VanguardBSV

+1.6%

past year

SDCPVirtus

+2.8%

past year

BSVSDCPFaded: behind in that period

0–2SDCP wins

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

BSV vs SDCP

YTD

VanguardBSV

+0.7%

SDCPVirtus

+1.9%

+0.7%Year to date+1.9%

−1.4%Worst drop · 1Y−1.1%

1.9%Volatility · 1Y1.2%

4.1%Yield5.1%

$45.4BAssets$13.2M

4–0SDCP wins

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

Cost, Income and Risk

Fees: SDCP, BSV

Today

0.03%lowest, BSV

FundExpense ratioFee$10k

BSV0.03%$3

SDCP0.35%$35

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

Yields: SDCP, BSV

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

BSV4.11%$411

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

BSV$411 − $3 = $408

KeptFee

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

Overlap: SDCP, BSV

Today

[…]holdings […]

SDCPBSV

SDCP—[…]

BSV[…]—

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

BSVWorst drop−1.4%1.9% vol

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

Paid More vs Made More

YTD

SDCPBSV

+1.9%Year to date+0.7%

5.1%Yield4.1%

+2.8%Past year+1.6%

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