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SDCP vs HYD

Virtus Newfleet Short Duration Core Plus Bond ETF vs VanEck High Yield Muni ETF

SDCP

Virtus Newfleet Short Duration Core Plus Bond ETF

Virtus

Annual cost

0.35%

Fund size

$13M

HYD

VanEck High Yield Muni ETF

VanEck

Annual cost

0.32%

Fund size

$4.2B

Key differences

  • HYD is significantly larger than SDCP — larger funds tend to be more liquid and less likely to close.
  • SDCP follows a active selection strategy; HYD uses index tracking.
  • HYD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SDCPHYD
Annual cost (TER)0.35%0.32%
Fund size (AUM)$13M$4.2B
Since20232009
Dividend yield5.25%4.33%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.6%+7.7%
CAGR 3YN/A+4.9%
CAGR 5YN/A-0.0%
Sharpe 3YN/A0.25
Volatility 1Y1.61%4.07%
Max drawdown-0.83%-35.60%

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

Similar to SDCP and HYD