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SSMG vs. VDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SSMG vs. VDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Small/Mid Growth ETF (SSMG) and Virtus International Dividend ETF (VDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


SSMG

1D
3.18%
1M
-0.84%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

VDI

1D
0.43%
1M
3.43%
6M
10.89%
YTD
18.69%
1Y
3Y*
5Y*
10Y*
ALL TIME*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$5.89K$3.26K$5.76K
$84.17K$44.29K$18.38K

SSMG vs. VDI - Yearly Performance Comparison


Correlation

The correlation between SSMG and VDI is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 22, 2026

0.65

SSMG vs. VDI - Sectors Allocation Comparison


Sectors
SSMG
VDI

Industrials

25.8%
12.9%

Technology

25.3%
9.5%

Healthcare

18.6%
5.0%

Consumer Cyclical

9.4%
1.8%

Financial Services

8.2%
36.0%

Energy

4.5%
8.1%

Basic Materials

3.5%
5.7%

Utilities

1.5%
6.1%

Communication Services

1.4%
1.9%

Real Estate

0.7%
1.3%

Consumer Defensive

-

4.4%

Industrials

SSMG
25.8%
VDI
12.9%

Technology

SSMG
25.3%
VDI
9.5%

Healthcare

SSMG
18.6%
VDI
5.0%

Consumer Cyclical

SSMG
9.4%
VDI
1.8%

Financial Services

SSMG
8.2%
VDI
36.0%

Energy

SSMG
4.5%
VDI
8.1%

Basic Materials

SSMG
3.5%
VDI
5.7%

Utilities

SSMG
1.5%
VDI
6.1%

Communication Services

SSMG
1.4%
VDI
1.9%

Real Estate

SSMG
0.7%
VDI
1.3%

Consumer Defensive

SSMG

-

VDI
4.4%

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Return for Risk

SSMG vs. VDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Small/Mid Growth ETF (SSMG) and Virtus International Dividend ETF (VDI). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SSMG vs. VDI - Sharpe Ratio Comparison


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Drawdowns

SSMG vs. VDI - Drawdown Comparison

The maximum SSMG drawdown since its inception was -13.72%, which is greater than VDI's maximum drawdown of -10.40%. Use the drawdown chart below to compare losses from any high point for SSMG and VDI.


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Drawdown Indicators


SSMGVDIDifference

Max Drawdown

Largest peak-to-trough decline

-13.72%

-10.40%

-3.32%

Current Drawdown

Current decline from peak

-4.83%

0.00%

-4.83%

Average Drawdown

Average peak-to-trough decline

-3.36%

-1.62%

-1.74%

Volatility

SSMG vs. VDI - Volatility Comparison


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Volatility by Period


SSMGVDIDifference

Volatility (1Y)

Calculated over the trailing 1-year period

28.58%

16.22%

+12.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.58%

16.22%

+12.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.58%

16.22%

+12.36%

SSMG vs. VDI - Expense Ratio Comparison

Both SSMG and VDI have an expense ratio of 0.39%.


Dividends

SSMG vs. VDI - Dividend Comparison

SSMG has not paid dividends to shareholders, while VDI's dividend yield for the trailing twelve months is around 2.26%.


Frequently Asked Questions


SSMG and VDI have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.39% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

SSMG and VDI have the same expense ratio: 0.39% per year.

VDI has the higher dividend yield at 2.26%, compared with 0.00% for SSMG.

SSMG is categorized as Mid Cap Growth Equities, while VDI is Foreign Large Cap Equities.

Portfolio Optimizer

Find the right allocation for SSMG and VDI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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