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PCLO vs SDCP

Virtus SEIX AAA Private Credit CLO ETF vs Virtus Newfleet Short Duration Core Plus Bond ETF

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

SDCP

Virtus Newfleet Short Duration Core Plus Bond ETF

Virtus

Annual cost

0.35%

Fund size

$13M

Key differences

  • PCLO costs 0.06% less per year.
  • PCLO follows a index tracking strategy; SDCP uses active selection.

Side-by-side comparison

PCLOSDCP
Annual cost (TER)0.29%0.35%
Fund size (AUM)$19M$13M
Since20242023
Dividend yield5.32%5.25%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.2%+4.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.90%1.61%
Max drawdown-0.76%-0.83%

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

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