SHCDX vs. YMAG
Compare and contrast key facts about Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG).
SHCDX is managed by Stone Harbor. It was launched on May 31, 2011. YMAG is an actively managed fund by YieldMax. It was launched on Jan 29, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHCDX or YMAG.
Correlation
The correlation between SHCDX and YMAG is 0.13, 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
SHCDX vs. YMAG - Performance Comparison
Key characteristics
SHCDX:
3.88
YMAG:
1.71
SHCDX:
5.98
YMAG:
2.23
SHCDX:
1.91
YMAG:
1.31
SHCDX:
2.38
YMAG:
2.26
SHCDX:
16.97
YMAG:
7.18
SHCDX:
0.52%
YMAG:
4.50%
SHCDX:
2.27%
YMAG:
18.99%
SHCDX:
-26.24%
YMAG:
-14.27%
SHCDX:
0.00%
YMAG:
-4.28%
Returns By Period
In the year-to-date period, SHCDX achieves a 2.24% return, which is significantly higher than YMAG's 0.02% return.
SHCDX
2.24%
1.64%
2.91%
8.53%
2.74%
4.35%
YMAG
0.02%
-0.29%
14.82%
32.44%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHCDX vs. YMAG - Expense Ratio Comparison
SHCDX has a 1.02% expense ratio, which is lower than YMAG's 1.28% expense ratio.
Risk-Adjusted Performance
SHCDX vs. YMAG — Risk-Adjusted Performance Rank
SHCDX
YMAG
SHCDX vs. YMAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) and YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG). 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
SHCDX vs. YMAG - Dividend Comparison
SHCDX's dividend yield for the trailing twelve months is around 6.23%, less than YMAG's 40.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHCDX Virtus Stone Harbor Emerg Mkts Corp Dbt | 6.23% | 6.30% | 5.73% | 5.52% | 4.65% | 5.28% | 4.72% | 6.08% | 4.10% | 5.44% | 5.04% | 4.81% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | 40.60% | 35.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHCDX vs. YMAG - Drawdown Comparison
The maximum SHCDX drawdown since its inception was -26.24%, which is greater than YMAG's maximum drawdown of -14.27%. Use the drawdown chart below to compare losses from any high point for SHCDX and YMAG. For additional features, visit the drawdowns tool.
Volatility
SHCDX vs. YMAG - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) is 0.56%, while YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) has a volatility of 5.06%. This indicates that SHCDX experiences smaller price fluctuations and is considered to be less risky than YMAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.