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.
Performance
SHCDX vs. YMAG - Performance Comparison
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SHCDX vs. YMAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SHCDX Virtus Stone Harbor Emerg Mkts Corp Dbt | -0.10% | 8.81% | 6.98% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | -8.32% | 18.64% | 36.05% |
Returns By Period
In the year-to-date period, SHCDX achieves a -0.10% return, which is significantly higher than YMAG's -8.32% return.
SHCDX
- 1D
- 0.00%
- 1M
- -1.90%
- YTD
- -0.10%
- 6M
- 1.15%
- 1Y
- 5.94%
- 3Y*
- 7.92%
- 5Y*
- 3.13%
- 10Y*
- 4.59%
YMAG
- 1D
- 0.90%
- 1M
- -3.32%
- YTD
- -8.32%
- 6M
- -5.76%
- 1Y
- 24.59%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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SHCDX vs. YMAG - Expense Ratio Comparison
SHCDX has a 1.02% expense ratio, which is lower than YMAG's 1.28% expense ratio.
Return for Risk
SHCDX vs. YMAG — Risk / Return Rank
SHCDX
YMAG
SHCDX vs. YMAG - Risk-Adjusted Trends 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.
| SHCDX | YMAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 1.11 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.19 | 1.66 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.51 | 1.23 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 1.84 | -0.17 |
Martin ratioReturn relative to average drawdown | 7.75 | 6.31 | +1.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHCDX | YMAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 1.11 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.93 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 0.93 | +0.12 |
Correlation
The correlation between SHCDX and YMAG is 0.15, 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.
Dividends
SHCDX vs. YMAG - Dividend Comparison
SHCDX's dividend yield for the trailing twelve months is around 6.20%, less than YMAG's 56.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHCDX Virtus Stone Harbor Emerg Mkts Corp Dbt | 6.20% | 6.00% | 6.33% | 5.72% | 5.52% | 4.65% | 5.28% | 4.72% | 6.08% | 4.10% | 5.44% | 5.04% |
YMAG YieldMax Magnificent 7 Fund of Option Income ETFs | 56.30% | 52.27% | 35.22% | 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%, roughly equal to the maximum YMAG drawdown of -25.96%. Use the drawdown chart below to compare losses from any high point for SHCDX and YMAG.
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Drawdown Indicators
| SHCDX | YMAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.24% | -25.96% | -0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -3.63% | -14.38% | +10.75% |
Max Drawdown (5Y)Largest decline over 5 years | -21.81% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -26.24% | — | — |
Current DrawdownCurrent decline from peak | -1.90% | -10.31% | +8.41% |
Average DrawdownAverage peak-to-trough decline | -3.15% | -4.69% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.78% | 4.20% | -3.42% |
Volatility
SHCDX vs. YMAG - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerg Mkts Corp Dbt (SHCDX) is 0.92%, while YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) has a volatility of 7.20%. 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.
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Volatility by Period
| SHCDX | YMAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.92% | 7.20% | -6.28% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 12.77% | -11.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.28% | 22.27% | -18.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.84% | 21.31% | -17.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.95% | 21.31% | -16.36% |