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VWID vs. SCDL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VWID vs. SCDL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus WMC International Dividend ETF (VWID) and ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VWID achieves a 7.96% return, which is significantly lower than SCDL's 37.06% return.


VWID

1D
0.00%
1M
0.00%
YTD
7.96%
6M
12.61%
1Y
27.11%
3Y*
20.15%
5Y*
11.20%
10Y*

SCDL

1D
0.51%
1M
5.01%
YTD
37.06%
6M
35.80%
1Y
50.97%
3Y*
22.79%
5Y*
9.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VWID vs. SCDL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VWID
Virtus WMC International Dividend ETF
7.96%41.70%3.10%17.10%-6.43%10.35%
SCDL
ETRACS 2x Leveraged U.S. Dividend Factor TR ETN
37.06%2.05%14.99%0.18%-13.06%52.47%

Correlation

The correlation between VWID and SCDL is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

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

0.55

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

0.65

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2021

0.66

Over the past year, the correlation between VWID and SCDL has dropped to 0.44 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

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Return for Risk

VWID vs. SCDL — Risk / Return Rank

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

VWID
VWID Risk / Return Rank: 6767
Overall Rank
VWID Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VWID Sortino Ratio Rank: 6868
Sortino Ratio Rank
VWID Omega Ratio Rank: 7676
Omega Ratio Rank
VWID Calmar Ratio Rank: 6060
Calmar Ratio Rank
VWID Martin Ratio Rank: 6464
Martin Ratio Rank

SCDL
SCDL Risk / Return Rank: 7373
Overall Rank
SCDL Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SCDL Sortino Ratio Rank: 7575
Sortino Ratio Rank
SCDL Omega Ratio Rank: 6464
Omega Ratio Rank
SCDL Calmar Ratio Rank: 8787
Calmar Ratio Rank
SCDL Martin Ratio Rank: 6868
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.

VWID vs. SCDL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus WMC International Dividend ETF (VWID) and ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL). 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.


VWIDSCDLDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.45

1.39

+0.07

Calmar ratioReturn relative to maximum drawdown

2.98

5.03

-2.05

Martin ratioReturn relative to average drawdown

11.61

12.65

-1.03

VWID vs. SCDL - Sharpe Ratio Comparison

The current VWID Sharpe Ratio is 2.26, which is comparable to the SCDL Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of VWID and SCDL, 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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Sharpe Ratios by Period


VWIDSCDLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.26

2.37

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.80

0.33

+0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.53

+0.11

Drawdowns

VWID vs. SCDL - Drawdown Comparison

The maximum VWID drawdown since its inception was -34.64%, roughly equal to the maximum SCDL drawdown of -34.87%. Use the drawdown chart below to compare losses from any high point for VWID and SCDL.


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Drawdown Indicators


VWIDSCDLDifference

Max Drawdown

Largest peak-to-trough decline

-34.64%

-34.87%

+0.23%

Max Drawdown (1Y)

Largest decline over 1 year

-9.13%

-10.19%

+1.06%

Max Drawdown (3Y)

Largest decline over 3 years

-12.14%

-32.79%

+20.65%

Max Drawdown (5Y)

Largest decline over 5 years

-24.30%

-34.87%

+10.57%

Current Drawdown

Current decline from peak

-1.97%

-2.79%

+0.82%

Average Drawdown

Average peak-to-trough decline

-4.69%

-11.96%

+7.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

4.04%

-1.70%

Volatility

VWID vs. SCDL - Volatility Comparison

The current volatility for Virtus WMC International Dividend ETF (VWID) is 0.00%, while ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL) has a volatility of 5.20%. This indicates that VWID experiences smaller price fluctuations and is considered to be less risky than SCDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VWIDSCDLDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

5.20%

-5.20%

Volatility (6M)

Calculated over the trailing 6-month period

9.25%

14.82%

-5.57%

Volatility (1Y)

Calculated over the trailing 1-year period

12.05%

21.66%

-9.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.15%

29.02%

-14.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.40%

28.89%

-12.49%

VWID vs. SCDL - Expense Ratio Comparison

VWID has a 0.49% expense ratio, which is lower than SCDL's 0.95% expense ratio.


Dividends

VWID vs. SCDL - Dividend Comparison

VWID's dividend yield for the trailing twelve months is around 4.54%, while SCDL has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
SCDL
ETRACS 2x Leveraged U.S. Dividend Factor TR ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VWID
Virtus WMC International Dividend ETF
4.54%4.86%4.48%4.97%5.73%10.70%4.71%1.99%4.55%0.74%

Frequently Asked Questions


VWID and SCDL have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCDL has higher volatility (5.20%) compared to VWID (0.00%). In terms of maximum drawdown, VWID dropped -34.64% vs SCDL's -34.87%.

On 5-year performance, VWID leads with 11.20% vs 9.40% for SCDL. On fees, VWID is cheaper at 0.49% per year. On volatility, VWID has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VWID has performed better with a 11.20% return vs 9.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VWID is cheaper with a 0.49% expense ratio, compared with 0.95% for SCDL.

VWID has the higher dividend yield at 4.54%, compared with 0.00% for SCDL.

VWID is categorized as Dividend, while SCDL is Leveraged Equities. VWID tracks MSCI World ex USA Value Index (net), while SCDL tracks Dow Jones U.S. Dividend 100 (200%). They also come from different issuers: Virtus and UBS. Their fees differ too: 0.49% for VWID and 0.95% for SCDL.

SCDL currently has the higher Sharpe Ratio (2.37 vs 2.26), 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

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