VPC vs. DES
Compare and contrast key facts about Virtus Private Credit Strategy ETF (VPC) and WisdomTree U.S. SmallCap Dividend Fund (DES).
VPC and DES are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VPC is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx Private Credit Index. It was launched on Feb 7, 2019. DES is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree SmallCap Dividend (TR). It was launched on Jun 16, 2006. Both VPC and DES are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
VPC vs. DES - Performance Comparison
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VPC vs. DES - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VPC Virtus Private Credit Strategy ETF | -11.66% | -6.75% | 10.52% | 22.20% | -11.70% | 34.18% | -9.50% | 9.32% |
DES WisdomTree U.S. SmallCap Dividend Fund | 7.74% | 0.25% | 9.93% | 16.50% | -10.96% | 26.51% | -4.26% | 8.13% |
Returns By Period
In the year-to-date period, VPC achieves a -11.66% return, which is significantly lower than DES's 7.74% return.
VPC
- 1D
- 2.93%
- 1M
- -0.03%
- YTD
- -11.66%
- 6M
- -12.28%
- 1Y
- -16.52%
- 3Y*
- 2.20%
- 5Y*
- 2.19%
- 10Y*
- —
DES
- 1D
- 1.53%
- 1M
- -2.75%
- YTD
- 7.74%
- 6M
- 7.99%
- 1Y
- 15.59%
- 3Y*
- 11.06%
- 5Y*
- 5.64%
- 10Y*
- 7.69%
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VPC vs. DES - Expense Ratio Comparison
VPC has a 5.53% expense ratio, which is higher than DES's 0.38% expense ratio.
Return for Risk
VPC vs. DES — Risk / Return Rank
VPC
DES
VPC vs. DES - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Private Credit Strategy ETF (VPC) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.
| VPC | DES | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.00 | 0.76 | -1.76 |
Sortino ratioReturn per unit of downside risk | -1.30 | 1.21 | -2.52 |
Omega ratioGain probability vs. loss probability | 0.83 | 1.16 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | -0.74 | 1.17 | -1.91 |
Martin ratioReturn relative to average drawdown | -1.75 | 4.15 | -5.90 |
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
| VPC | DES | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.00 | 0.76 | -1.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.29 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.30 | -0.12 |
Correlation
The correlation between VPC and DES is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VPC vs. DES - Dividend Comparison
VPC's dividend yield for the trailing twelve months is around 17.77%, more than DES's 2.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPC Virtus Private Credit Strategy ETF | 17.77% | 14.33% | 11.26% | 11.71% | 10.74% | 6.31% | 10.06% | 8.19% | 0.00% | 0.00% | 0.00% | 0.00% |
DES WisdomTree U.S. SmallCap Dividend Fund | 2.54% | 2.85% | 2.81% | 2.65% | 2.89% | 2.31% | 2.75% | 2.68% | 3.65% | 2.89% | 2.70% | 3.09% |
Drawdowns
VPC vs. DES - Drawdown Comparison
The maximum VPC drawdown since its inception was -53.45%, smaller than the maximum DES drawdown of -65.48%. Use the drawdown chart below to compare losses from any high point for VPC and DES.
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Drawdown Indicators
| VPC | DES | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.45% | -65.48% | +12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -22.76% | -13.44% | -9.32% |
Max Drawdown (5Y)Largest decline over 5 years | -24.86% | -25.16% | +0.30% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.65% | — |
Current DrawdownCurrent decline from peak | -21.75% | -4.41% | -17.34% |
Average DrawdownAverage peak-to-trough decline | -7.41% | -9.76% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.59% | 3.79% | +5.80% |
Volatility
VPC vs. DES - Volatility Comparison
Virtus Private Credit Strategy ETF (VPC) has a higher volatility of 5.51% compared to WisdomTree U.S. SmallCap Dividend Fund (DES) at 4.88%. This indicates that VPC's price experiences larger fluctuations and is considered to be riskier than DES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPC | DES | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 4.88% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 11.87% | -1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.60% | 20.50% | -3.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.39% | 19.66% | -6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.68% | 21.98% | -1.30% |