VGRO vs. SDCP

Last updated Jul 10, 2026

VGRO (Virtus Silvant Growth Opportunities ETF) and SDCP (Virtus Newfleet Short Duration Core Plus Bond ETF) are both exchange-traded funds - VGRO is a Large Cap Growth Equities fund actively managed by Virtus, while SDCP is a Short-Term Bond fund actively managed by Virtus. Both are actively managed. At a 0.41 correlation, their price movements are largely independent. Both charge a 0.35% expense ratio.

Performance

VGRO vs. SDCP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Silvant Growth Opportunities ETF (VGRO) and Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VGRO achieves a 2.80% return, which is significantly higher than SDCP's 1.45% return.

VGRO

• 1D: 0.81%
• 1M: 0.82%
• 6M: 3.19%
• YTD: 2.80%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SDCP

• 1D: 0.04%
• 1M: 0.42%
• 6M: 1.39%
• YTD: 1.45%
• 1Y: 3.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VGRO vs. SDCP - Yearly Performance Comparison

	2026 (YTD)	2025
VGRO Virtus Silvant Growth Opportunities ETF	2.80%	-0.88%
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF	1.45%	0.16%

Correlation

The correlation between VGRO and SDCP is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 23, 2025	0.41

Return for Risk

VGRO vs. SDCP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VGRO

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

SDCP

SDCP Risk / Return Rank: 94
SDCP Sharpe Ratio Rank: 95
SDCP Sortino Ratio Rank: 96
SDCP Omega Ratio Rank: 96
SDCP Calmar Ratio Rank: 92
SDCP Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VGRO vs. SDCP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Growth Opportunities ETF (VGRO) and Virtus Newfleet Short Duration Core Plus Bond ETF (SDCP). 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.

	VGRO	SDCP	Difference
Sharpe ratio: Return per unit of total volatility	—	3.01	—
Sortino ratio: Return per unit of downside risk	—	4.74	—
Omega ratio: Gain probability vs. loss probability	—	1.70	—
Calmar ratio: Return relative to maximum drawdown	—	4.78	—
Martin ratio: Return relative to average drawdown	—	18.08	—

Drawdowns

VGRO vs. SDCP - Drawdown Comparison

The maximum VGRO drawdown since its inception was -15.49%, which is greater than SDCP's maximum drawdown of -1.00%. Use the drawdown chart below to compare losses from any high point for VGRO and SDCP.

Drawdown Indicators

	VGRO	SDCP	Difference
Max Drawdown Largest peak-to-trough decline	-15.49%	-1.00%	-14.49%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.82%	—
Current Drawdown Current decline from peak	-5.01%	-0.10%	-4.91%
Average Drawdown Average peak-to-trough decline	-4.49%	-0.18%	-4.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.22%	—

Volatility

Volatility by Period

	VGRO	SDCP	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.78%	—
Volatility (1Y) Calculated over the trailing 1-year period	19.65%	1.31%	+18.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.65%	2.01%	+17.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.65%	2.01%	+17.64%

VGRO vs. SDCP - Expense Ratio Comparison

Both VGRO and SDCP have an expense ratio of 0.35%.

Dividends

VGRO vs. SDCP - Dividend Comparison

VGRO has not paid dividends to shareholders, while SDCP's dividend yield for the trailing twelve months is around 5.21%.

Position	TTM	2025	2024	2023
SDCP Virtus Newfleet Short Duration Core Plus Bond ETF	5.21%	5.16%	5.25%	0.59%
VGRO Virtus Silvant Growth Opportunities ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both VGRO and SDCP in my portfolio?

VGRO and SDCP have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VGRO or SDCP?

Both ETFs have the same 0.35% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VGRO or SDCP?

VGRO and SDCP have the same expense ratio: 0.35% per year.

Which ETF pays a higher dividend yield, VGRO or SDCP?

SDCP has the higher dividend yield at 5.21%, compared with 0.00% for VGRO.

What is the main difference between VGRO and SDCP?

VGRO is categorized as Large Cap Growth Equities, while SDCP is Short-Term Bond.