Screener
VSHY vs SMB
Virtus Newfleet Short Duration High Yield Bond ETF vs VanEck Short Muni ETF
Key differences
- SMB costs 0.32% less per year.
- SMB is significantly larger than VSHY — larger funds tend to be more liquid and less likely to close.
- VSHY follows a active selection strategy; SMB uses index tracking.
- Over the last 3 years, VSHY has delivered higher annualized returns.
- SMB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VSHY | SMB | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.07% |
| Fund size (AUM) | $31M | $305M |
| Since | 2016 | 2008 |
| Dividend yield | 6.45% | 2.69% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +7.7% | +3.4% |
| CAGR 3Y | +8.9% | +3.6% |
| CAGR 5Y | +4.3% | +1.2% |
| Sharpe 3Y | 1.08 | -0.00 |
| Volatility 1Y | 3.41% | 1.68% |
| Max drawdown | -14.40% | -12.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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