SDCP vs. IXC
SDCP (Virtus Newfleet Short Duration Core Plus Bond ETF) and IXC (iShares Global Energy ETF) are both exchange-traded funds - SDCP is a Short-Term Bond fund actively managed by Virtus, while IXC is a Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. SDCP is actively managed, while IXC is passively managed. Over the past year, SDCP returned 4.16% vs 27.74% for IXC. At a correlation of -0.07, they often move in opposite directions. SDCP charges 0.35%/yr vs 0.40%/yr for IXC.
Performance
SDCP vs. IXC - Performance Comparison
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Returns By Period
In the year-to-date period, SDCP achieves a 1.28% return, which is significantly lower than IXC's 20.45% return.
SDCP
- 1D
- -0.02%
- 1M
- 0.54%
- YTD
- 1.28%
- 6M
- 1.46%
- 1Y
- 4.16%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IXC
- 1D
- -1.54%
- 1M
- -10.42%
- YTD
- 20.45%
- 6M
- 23.27%
- 1Y
- 27.74%
- 3Y*
- 14.48%
- 5Y*
- 18.65%
- 10Y*
- 8.95%
SDCP vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF | 1.28% | 5.37% | 5.24% | 1.94% |
IXC iShares Global Energy ETF | 20.45% | 13.98% | 1.95% | 0.48% |
Correlation
The correlation between SDCP and IXC is -0.19, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.19 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2023 | -0.07 |
The correlation between SDCP and IXC shifts across timeframes, from -0.19 (1 year) to -0.07 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SDCP vs. IXC — Risk / Return Rank
SDCP
IXC
SDCP vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) and iShares Global Energy ETF (IXC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SDCP | IXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +3.07 | ||
| Omega ratioGain probability vs. loss probability | 1.75 | 1.25 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 5.07 | 2.09 | +2.97 |
| Martin ratioReturn relative to average drawdown | 19.04 | 7.57 | +11.48 |
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Drawdowns
SDCP vs. IXC - Drawdown Comparison
The maximum SDCP drawdown since its inception was -1.00%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for SDCP and IXC.
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Drawdown Indicators
| SDCP | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.00% | -67.88% | +66.88% |
Max Drawdown (1Y)Largest decline over 1 year | -0.82% | -13.31% | +12.49% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.06% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.16% | — |
Current DrawdownCurrent decline from peak | -0.08% | -13.31% | +13.23% |
Average DrawdownAverage peak-to-trough decline | -0.18% | -17.46% | +17.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 3.68% | -3.46% |
Volatility
SDCP vs. IXC - Volatility Comparison
The current volatility for Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is 0.27%, while iShares Global Energy ETF (IXC) has a volatility of 6.48%. This indicates that SDCP experiences smaller price fluctuations and is considered to be less risky than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDCP | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.27% | 6.48% | -6.21% |
Volatility (6M)Calculated over the trailing 6-month period | 0.79% | 15.86% | -15.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.33% | 19.16% | -17.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.03% | 23.52% | -21.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.03% | 26.87% | -24.84% |
SDCP vs. IXC - Expense Ratio Comparison
SDCP has a 0.35% expense ratio, which is lower than IXC's 0.40% expense ratio.
Dividends
SDCP vs. IXC - Dividend Comparison
SDCP's dividend yield for the trailing twelve months is around 5.22%, more than IXC's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 3.16% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF | 5.22% | 5.16% | 5.25% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SDCP and IXC have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IXC has higher volatility (6.48%) compared to SDCP (0.27%). In terms of maximum drawdown, SDCP dropped -1.00% vs IXC's -67.88%.
On 1-year performance, IXC leads with 27.74% vs 4.16% for SDCP. On fees, SDCP is cheaper at 0.35% per year. On volatility, SDCP has been the lower-risk option at 0.27%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IXC has performed better with a 27.74% return vs 4.16%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SDCP is cheaper with a 0.35% expense ratio, compared with 0.40% for IXC.
SDCP has the higher dividend yield at 5.22%, compared with 3.16% for IXC.
SDCP is categorized as Short-Term Bond, while IXC is Energy Equities. They also come from different issuers: Virtus and iShares. Their fees differ too: 0.35% for SDCP and 0.40% for IXC.
SDCP currently has the higher Sharpe Ratio (3.14 vs 1.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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