SDCP vs. WINC
Compare and contrast key facts about Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) and Western Asset Short Duration Income ETF (WINC).
SDCP and WINC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SDCP is an actively managed fund by Virtus. It was launched on Nov 15, 2023. WINC is an actively managed fund by Franklin Templeton. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDCP or WINC.
Correlation
The correlation between SDCP and WINC is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SDCP vs. WINC - Performance Comparison
Key characteristics
SDCP:
2.96
WINC:
3.20
SDCP:
4.61
WINC:
4.97
SDCP:
1.69
WINC:
1.71
SDCP:
8.13
WINC:
3.83
SDCP:
26.77
WINC:
22.31
SDCP:
0.23%
WINC:
0.30%
SDCP:
2.06%
WINC:
2.07%
SDCP:
-0.83%
WINC:
-17.36%
SDCP:
-0.32%
WINC:
-0.08%
Returns By Period
In the year-to-date period, SDCP achieves a 1.47% return, which is significantly lower than WINC's 1.91% return.
SDCP
1.47%
0.24%
2.23%
6.39%
N/A
N/A
WINC
1.91%
0.23%
2.52%
6.51%
3.83%
N/A
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SDCP vs. WINC - Expense Ratio Comparison
SDCP has a 0.35% expense ratio, which is higher than WINC's 0.29% expense ratio.
Risk-Adjusted Performance
SDCP vs. WINC — Risk-Adjusted Performance Rank
SDCP
WINC
SDCP vs. WINC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) and Western Asset Short Duration Income ETF (WINC). 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.
Dividends
SDCP vs. WINC - Dividend Comparison
SDCP's dividend yield for the trailing twelve months is around 5.48%, more than WINC's 4.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF | 5.48% | 5.67% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% |
WINC Western Asset Short Duration Income ETF | 4.83% | 4.92% | 4.35% | 2.49% | 1.95% | 3.90% | 3.72% |
Drawdowns
SDCP vs. WINC - Drawdown Comparison
The maximum SDCP drawdown since its inception was -0.83%, smaller than the maximum WINC drawdown of -17.36%. Use the drawdown chart below to compare losses from any high point for SDCP and WINC. For additional features, visit the drawdowns tool.
Volatility
SDCP vs. WINC - Volatility Comparison
The current volatility for Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP) is 0.95%, while Western Asset Short Duration Income ETF (WINC) has a volatility of 1.09%. This indicates that SDCP experiences smaller price fluctuations and is considered to be less risky than WINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.