IPOS vs SDCP
Comparison between RENAISSANCE INTERNATIONAL IPO ETF (IPOS, ETF) and VIRTUS NEWFLEET SHORT DURATION CORE PLUS BOND ETF (SDCP, ETF).
IPOS vs SDCP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IPOS
$13M
Winner
SDCP
$13M
Expense Ratio
IPOS
0.80%
Winner
SDCP
0.35%
Max Drawdown
IPOS
73.43%
Winner
SDCP
2.94%
Sharpe Ratio
Winner
IPOS
1.25
SDCP
-0.26
5Y Beta
IPOS
0.87
Winner
SDCP
0.01
5Y Dividends CAGR
IPOS
18.29%
SDCP
N/A
IPOS vs SDCP - Historical Returns
Returns include dividend reinvestment.
1M
IPOS
-8.79%
Winner
SDCP
+0.00%
3M
Winner
IPOS
+8.44%
SDCP
+0.36%
6M
Winner
IPOS
+19.23%
SDCP
+1.18%
1Y
Winner
IPOS
+44.24%
SDCP
+3.55%
5Y(CAGR)
IPOS
-7.77%
SDCP
N/A
10Y(CAGR)
IPOS
+2.82%
SDCP
N/A
Max(CAGR)
IPOS
+1.79%
Winner
SDCP
+5.21%
IPOS vs SDCP - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | IPOS | SDCP |
|---|---|---|
| 2026 | +31.89% | +1.24% |
| 2025 | +39.45% | +5.33% |
| 2024 | -10.12% | +5.42% |
| 2023 | -18.24% | +1.98% |
| 2022 | -33.79% | N/A |
| 2021 | -31.03% | N/A |
| 2020 | +48.49% | N/A |
| 2019 | +31.22% | N/A |
| 2018 | -22.58% | N/A |
| 2017 | +36.83% | N/A |
| 2016 | -4.48% | N/A |
| 2015 | -2.85% | N/A |
| 2014 | +0.51% | N/A |
IPOS vs SDCP Drawdown Comparison
The maximum drawdown for IPOS was -73.09%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for SDCP was -1.00%, occurring on Oct 31, 2024. Recovery took 78 trading sessions.
The current IPOS drawdown is -42.80%. The current SDCP drawdown is -0.25%.
| Rank | IPOS | SDCP |
|---|---|---|
| #1 | -73.09% Feb 17, 2021 - Apr 8, 2025 | -1.00% Sep 24, 2024 - Jan 16, 2025 |
| #2 | -34.00% Jun 4, 2015 - Jan 5, 2018 | -0.83% Feb 1, 2024 - Mar 6, 2024 |
| #3 | -31.30% Jan 26, 2018 - May 26, 2020 | -0.82% Feb 27, 2026 - Apr 17, 2026 |
| #4 | -8.60% Sep 1, 2020 - Dec 15, 2020 | -0.75% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -5.04% Feb 27, 2015 - Apr 1, 2015 | -0.68% Mar 25, 2024 - May 3, 2024 |
| #6 | -4.52% Oct 15, 2014 - Nov 3, 2014 | -0.62% May 29, 2024 - Jun 14, 2024 |
| #7 | -4.32% Jun 3, 2020 - Jun 16, 2020 | -0.52% May 29, 2025 - Jun 23, 2025 |
| #8 | -4.13% Jul 13, 2020 - Jul 21, 2020 | -0.51% Sep 17, 2025 - Oct 13, 2025 |
| #9 | -4.00% Dec 5, 2014 - Jan 2, 2015 | -0.39% Apr 29, 2025 - May 22, 2025 |
| #10 | -3.87% Jan 26, 2021 - Feb 3, 2021 | -0.39% Mar 8, 2024 - Mar 22, 2024 |
| #11 | -3.80% Jul 21, 2020 - Aug 4, 2020 | -0.38% May 22, 2024 - May 29, 2024 |
| #12 | -3.77% Jan 22, 2018 - Jan 26, 2018 | -0.35% Nov 22, 2023 - Nov 29, 2023 |
| #13 | -3.27% May 22, 2015 - Jun 1, 2015 | -0.33% Dec 27, 2023 - Jan 11, 2024 |
| #14 | -3.14% Oct 7, 2014 - Oct 15, 2014 | -0.31% May 7, 2026 - May 27, 2026 |
| #15 | -2.87% Apr 27, 2015 - May 13, 2015 | -0.31% Dec 3, 2025 - Dec 26, 2025 |
Correlation
Correlation between IPOS and SDCP is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2014 - 2026)
IPOS vs SDCP dividend yield comparison.
| Year | IPOS | SDCP |
|---|---|---|
| 2026 | 0.24% | 2.44% |
| 2025 | 1.04% | 5.16% |
| 2024 | 0.93% | 5.25% |
| 2023 | 0.33% | 0.59% |
| 2020 | 0.25% | 0.00% |
| 2019 | 0.89% | 0.00% |
| 2018 | 1.12% | 0.00% |
| 2017 | 0.87% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 1.08% | 0.00% |
| 2014 | 0.16% | 0.00% |
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