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VPC vs. PSP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VPC vs. PSP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Private Credit ETF (VPC) and Invesco Global Listed Private Equity ETF (PSP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VPC achieves a -12.79% return, which is significantly higher than PSP's -16.28% return.


VPC

1D
0.41%
1M
-3.76%
YTD
-12.79%
6M
-11.42%
1Y
-15.79%
3Y*
1.19%
5Y*
0.39%
10Y*

PSP

1D
-2.66%
1M
-7.59%
YTD
-16.28%
6M
-16.44%
1Y
-10.82%
3Y*
9.26%
5Y*
-0.69%
10Y*
7.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VPC vs. PSP - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
VPC
Virtus Private Credit ETF
-12.79%-6.75%10.52%22.20%-11.70%34.18%-9.50%9.25%
PSP
Invesco Global Listed Private Equity ETF
-16.28%6.49%17.42%37.72%-37.37%27.30%12.47%21.85%

Correlation

The correlation between VPC and PSP is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.57

Correlation (3Y)
Calculated over the trailing 3-year period

0.60

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2019

0.64

The correlation between VPC and PSP has been stable across timeframes, ranging from 0.57 to 0.65 - a consistent structural relationship.

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Return for Risk

VPC vs. PSP — Risk / Return Rank

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

VPC
VPC Risk / Return Rank: 22
Overall Rank
VPC Sharpe Ratio Rank: 11
Sharpe Ratio Rank
VPC Sortino Ratio Rank: 11
Sortino Ratio Rank
VPC Omega Ratio Rank: 11
Omega Ratio Rank
VPC Calmar Ratio Rank: 33
Calmar Ratio Rank
VPC Martin Ratio Rank: 22
Martin Ratio Rank

PSP
PSP Risk / Return Rank: 55
Overall Rank
PSP Sharpe Ratio Rank: 55
Sharpe Ratio Rank
PSP Sortino Ratio Rank: 55
Sortino Ratio Rank
PSP Omega Ratio Rank: 44
Omega Ratio Rank
PSP Calmar Ratio Rank: 55
Calmar Ratio Rank
PSP Martin Ratio Rank: 44
Martin Ratio Rank
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.

VPC vs. PSP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Private Credit ETF (VPC) and Invesco Global Listed Private Equity ETF (PSP). 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.


VPCPSPDifference
Sharpe ratioReturn per unit of total volatility

-0.64

Sortino ratioReturn per unit of downside risk

-0.99

Omega ratioGain probability vs. loss probability

0.82

0.93

-0.11

Calmar ratioReturn relative to maximum drawdown

-0.70

-0.49

-0.21

Martin ratioReturn relative to average drawdown

-1.30

-1.04

-0.26

VPC vs. PSP - Sharpe Ratio Comparison

The current VPC Sharpe Ratio is -1.18, which is lower than the PSP Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of VPC and PSP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VPC vs. PSP - Drawdown Comparison

The maximum VPC drawdown since its inception was -53.45%, smaller than the maximum PSP drawdown of -85.40%. Use the drawdown chart below to compare losses from any high point for VPC and PSP.


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Drawdown Indicators


VPCPSPDifference

Max Drawdown

Largest peak-to-trough decline

-53.45%

-85.40%

+31.95%

Max Drawdown (1Y)

Largest decline over 1 year

-22.76%

-22.37%

-0.39%

Max Drawdown (3Y)

Largest decline over 3 years

-24.86%

-22.94%

-1.92%

Max Drawdown (5Y)

Largest decline over 5 years

-24.86%

-47.16%

+22.30%

Max Drawdown (10Y)

Largest decline over 10 years

-47.16%

Current Drawdown

Current decline from peak

-22.76%

-20.37%

-2.39%

Average Drawdown

Average peak-to-trough decline

-7.76%

-30.65%

+22.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.20%

10.42%

+1.78%

Volatility

VPC vs. PSP - Volatility Comparison

The current volatility for Virtus Private Credit ETF (VPC) is 4.19%, while Invesco Global Listed Private Equity ETF (PSP) has a volatility of 7.37%. This indicates that VPC experiences smaller price fluctuations and is considered to be less risky than PSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VPCPSPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.19%

7.37%

-3.18%

Volatility (6M)

Calculated over the trailing 6-month period

11.26%

16.77%

-5.51%

Volatility (1Y)

Calculated over the trailing 1-year period

13.50%

20.30%

-6.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.56%

23.88%

-10.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.52%

22.36%

-1.84%

VPC vs. PSP - Expense Ratio Comparison

VPC has a 0.75% expense ratio, which is lower than PSP's 1.44% expense ratio.


Dividends

VPC vs. PSP - Dividend Comparison

VPC's dividend yield for the trailing twelve months is around 16.70%, more than PSP's 6.50% yield.


PositionTTM20252024202320222021202020192018201720162015
PSP
Invesco Global Listed Private Equity ETF
6.50%5.87%8.62%3.96%2.88%10.34%4.66%5.87%6.81%10.18%4.12%6.23%
VPC
Virtus Private Credit ETF
16.70%14.33%11.26%11.71%10.74%6.31%10.06%8.19%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VPC and PSP have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PSP has higher volatility (7.37%) compared to VPC (4.19%). In terms of maximum drawdown, VPC dropped -53.45% vs PSP's -85.40%.

On 5-year performance, VPC leads with 0.39% vs -0.69% for PSP. On fees, VPC is cheaper at 0.75% per year. On volatility, VPC has been the lower-risk option at 4.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VPC has performed better with a 0.39% return vs -0.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VPC is cheaper with a 0.75% expense ratio, compared with 1.44% for PSP.

VPC has the higher dividend yield at 16.70%, compared with 6.50% for PSP.

VPC is categorized as Nontraditional Bonds, while PSP is Global Equities. VPC tracks Indxx Private Credit Index, while PSP tracks Red Rocks Global Listed Private Equity Index. They also come from different issuers: Virtus Investment Partners and Invesco. Their fees differ too: 0.75% for VPC and 1.44% for PSP.

PSP currently has the higher Sharpe Ratio (-0.54 vs -1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VPC and PSP

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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