SDCP vs BSV

ASDCP

BBSV

Measures won3–1SDCP wins · of 6 · 5Y

$10,000 · 5Y$10,961BSV · AGG $9,930

Lowest cost0.03%BSV · $3 on $10k

Most income5.12%SDCP · $512 on $10k

Smallest drop−1.1%SDCP · worst fall in 1Y

Held in common[…]SDCP and BSV

SDCP

BSV

Virtus Newfleet Short Duration Core Plus Bond ETF · $13MVanguard Short-Term Bond ETF · $45.4B

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

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

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

5.12%12-mo yield$512 · $411 on $10k4.11%

−1.1%Worst dropSmaller wins−1.4%

1.2%VolatilityLower wins1.9%

3–1SDCP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSDCP · BSV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BBSV	Vanguard Short-Term Bond ETFRead Desk	0.03%	4.11%	−0.1%	+0.7%	+1.6%	+4.6%	+1.9%	−1.4%	$45.4B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk	0.35%	5.12%	0.0%	+1.9%	+2.8%	new	new	−1.1%	$13M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BBSV	Vanguard Short-Term Bond ETFRead Desk	0.03%	4.11%	−0.1%	+0.7%	+1.6%	+4.6%	+1.9%	−1.4%	$45.4B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
3	ASDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk	0.35%	5.12%	0.0%	+1.9%	+2.8%	new	new	−1.1%	$13M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDCP vs BSV

SDCP

Virtus Newfleet Short Duration Core Plus Bond

[…]

BSV

Vanguard Short-Term Bond

$10,961

MeasureSDCPBSV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield5.12%4.11%

5 years, per year[…]+1.9%

3 years, per year[…]+4.6%

Worst drop · 1Y−1.1%−1.4%

Volatility · 1Y1.2%1.9%

3–1measures won
SDCP first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

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

Overlap: SDCP, BSV, AGG

Today

[…]holdings […]

SDCPBSVAGG

SDCP—[…][…]

BSV[…]—[…]

AGG[…][…]—

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

Income After Fees on $10,000

$477most kept, SDCP

SDCP$512 − $35 = $477

AGG$415 − $3 = $412

BSV$411 − $3 = $408

KeptFee

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