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LFEQ vs VSHY

VanEck Long/Flat Trend ETF vs Virtus Newfleet Short Duration High Yield Bond ETF

LFEQ

VanEck Long/Flat Trend ETF

VanEck

Annual cost

0.58%

Fund size

$29M

VSHY

Virtus Newfleet Short Duration High Yield Bond ETF

Virtus

Annual cost

0.39%

Fund size

$31M

Key differences

  • VSHY costs 0.19% less per year.
  • LFEQ is classified as alternative, while VSHY is fixed income — different risk/return profiles.
  • LFEQ follows a tactical allocation strategy; VSHY uses active selection.
  • Over the last 3 years, LFEQ has delivered higher annualized returns.

Side-by-side comparison

LFEQVSHY
Annual cost (TER)0.58%0.39%
Fund size (AUM)$29M$31M
Since20172016
Dividend yield0.86%6.45%
Asset classalternativefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+28.5%+7.2%
CAGR 3Y+19.0%+8.7%
CAGR 5Y+10.0%+4.1%
Sharpe 3Y1.031.04
Volatility 1Y12.13%3.42%
Max drawdown-35.19%-14.40%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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