Compare · 2 funds side by side · dividends reinvested

SDCP and FBND

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,273FBND · best of the two

02 / 04

SDCP and FBND, 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%+2.9%[…][…]−1.1%1.2%$13M1.0

Fidelity Total Bond ETFBonds & Cash · Core aggregate0.36%4.78%+0.0%+0.3%+6.1%+0.5%−4.7%4.1%$28.4B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: SDCP 2023 · FBND 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

SDCP

FBND

Fidelity Total Bond ETF · $28.4B$10,273

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SDCPMeasureFBND

+1.9%Year to dateJan 1 → Nov 5+0.0%

+2.9%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,946+6.1%

[…]5 years · per year$10,000 became […] · $10,273+0.5%

0.35%Expense ratio$35 · $36 a year on $10k · lower is better0.36%

5.12%Trailing 12-mo yield$512 · $478 a year on $10k4.78%

−1.1%Worst dropSmaller is better−4.7%

1.2%VolatilityLower is calmer4.1%

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

6–0SDCP wins

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

More Ways to See the Pairs

SDCP vs FBND: Top 5 Holdings

Today

SDCP

1.0%in top 5

FBND

in top 50.0%

SDCPStockFBND

1.0%JNKnot top 5

not top 5NFEGP0.0%

not top 5METAM0.0%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SDCP vs FBND Returns, Every Period

VirtusSDCP

+2.9%

past year

FBNDFidelity

+0.3%

past year

SDCPFBNDFaded: behind in that period

2–0SDCP wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SDCP vs FBND

YTD

VirtusSDCP

+1.9%

FBNDFidelity

+0.0%

+1.9%Year to date+0.0%

−1.1%Worst drop · 1Y−4.7%

1.2%Volatility · 1Y4.1%

5.1%Yield4.8%

$13.2MAssets$28.4B

4–0SDCP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDCP, FBND

Today

0.35%lowest, SDCP

FundExpense ratioFee$10k

SDCP0.35%$35

FBND0.36%$36

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SDCP, FBND

5.12%highest, SDCP

FundTrailing yieldYield$10k

SDCP5.12%$512

FBND4.78%$478

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

FBND$478 − $36 = $442

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SDCP, FBND

Today

0.0%most shared, SDCP and FBND

SDCPFBND

SDCP—0.0%

FBND0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.9%SDCP, at 1.2% volatility

SDCPWorst drop−1.1%1.2% vol

FBNDWorst drop−4.7%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SDCPFBND

+1.9%Year to date+0.0%

5.1%Yield4.8%

+2.9%Past year+0.3%

0.35%Fee0.36%

4–0SDCP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026