SDMZX vs. VCSH
Compare and contrast key facts about PGIM Short Duration Multi-Sector Bond Fund (SDMZX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
SDMZX is managed by PGIM Investments. It was launched on Dec 23, 2013. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDMZX or VCSH.
Correlation
The correlation between SDMZX and VCSH is 0.05, 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
SDMZX vs. VCSH - Performance Comparison
Key characteristics
SDMZX:
3.34
VCSH:
2.82
SDMZX:
6.14
VCSH:
4.20
SDMZX:
1.94
VCSH:
1.60
SDMZX:
5.18
VCSH:
5.44
SDMZX:
17.84
VCSH:
15.29
SDMZX:
0.36%
VCSH:
0.46%
SDMZX:
1.90%
VCSH:
2.49%
SDMZX:
-9.76%
VCSH:
-12.86%
SDMZX:
-0.34%
VCSH:
-0.54%
Returns By Period
In the year-to-date period, SDMZX achieves a 1.09% return, which is significantly lower than VCSH's 2.02% return. Both investments have delivered pretty close results over the past 10 years, with SDMZX having a 2.55% annualized return and VCSH not far behind at 2.43%.
SDMZX
1.09%
-0.11%
1.86%
6.00%
3.10%
2.55%
VCSH
2.02%
0.03%
2.56%
6.97%
2.19%
2.43%
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SDMZX vs. VCSH - Expense Ratio Comparison
SDMZX has a 0.46% expense ratio, which is higher than VCSH's 0.04% expense ratio.
Risk-Adjusted Performance
SDMZX vs. VCSH — Risk-Adjusted Performance Rank
SDMZX
VCSH
SDMZX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Short Duration Multi-Sector Bond Fund (SDMZX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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
SDMZX vs. VCSH - Dividend Comparison
SDMZX's dividend yield for the trailing twelve months is around 4.14%, more than VCSH's 3.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDMZX PGIM Short Duration Multi-Sector Bond Fund | 4.14% | 4.85% | 4.34% | 4.22% | 3.00% | 3.10% | 4.92% | 3.47% | 2.64% | 2.79% | 3.30% | 3.24% |
VCSH Vanguard Short-Term Corporate Bond ETF | 3.76% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
SDMZX vs. VCSH - Drawdown Comparison
The maximum SDMZX drawdown since its inception was -9.76%, smaller than the maximum VCSH drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for SDMZX and VCSH. For additional features, visit the drawdowns tool.
Volatility
SDMZX vs. VCSH - Volatility Comparison
The current volatility for PGIM Short Duration Multi-Sector Bond Fund (SDMZX) is 0.68%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 1.48%. This indicates that SDMZX experiences smaller price fluctuations and is considered to be less risky than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.