ISTM vs VPC

Comparison between iShares Transition-Enabling Metals ETF (ISTM, ETF) and VIRTUS PRIVATE CREDIT STRATEGY ETF (VPC, ETF).

ISTM vs VPC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTM(ETF)	VPC(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.47%	10.60%
Max Drawdown	34.36%	55.28%
Sharpe Ratio	1.37	-1.34
5Y Beta	0.55	0.52
5Y Dividends CAGR	N/A	9.08%

Net Assets

ISTM

$32M

VPC

$32M

Expense Ratio

Winner

ISTM

0.47%

VPC

10.60%

Max Drawdown

Winner

ISTM

34.36%

VPC

55.28%

Sharpe Ratio

Winner

ISTM

1.37

VPC

-1.34

5Y Beta

ISTM

0.55

Winner

VPC

0.52

5Y Dividends CAGR

ISTM

N/A

VPC

9.08%

ISTM vs VPC - Historical Returns

Returns include dividend reinvestment.

Period	ISTM	VPC
1 month	-2.40%	-2.40%
3 months	+0.41%	+5.83%
6 months	+18.56%	-8.99%
1 year	+51.20%	-13.45%
5 years(CAGR)	N/A	+1.05%
Max(CAGR)	+25.99%	+4.01%

ISTM

-2.40%

Winner

VPC

-2.40%

ISTM

+0.41%

Winner

VPC

+5.83%

Winner

ISTM

+18.56%

VPC

-8.99%

Winner

ISTM

+51.20%

VPC

-13.45%

5Y(CAGR)

ISTM

N/A

VPC

+1.05%

Max(CAGR)

Winner

ISTM

+25.99%

VPC

+4.01%

ISTM vs VPC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	ISTM	VPC
2026	+9.02%	-10.45%
2025	+53.91%	-7.48%
2024	+8.61%	+10.24%
2023	+2.70%	+20.58%
2022	N/A	-12.20%
2021	N/A	+33.54%
2020	N/A	-9.76%
2019	N/A	+9.34%

ISTM vs VPC Drawdown Comparison

The maximum drawdown for ISTM was -22.20%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for VPC was -53.45%, occurring on Mar 23, 2020. Recovery took 259 trading sessions.

The current ISTM drawdown is -13.27%. The current VPC drawdown is -20.03%.

Rank	ISTM	VPC
#1	-22.20% Jan 29, 2026 - Mar 20, 2026	-53.45% Feb 20, 2020 - Mar 2, 2021
#2	-18.42% May 21, 2024 - Jun 26, 2025	-24.84% Feb 20, 2025 - Mar 13, 2026
#3	-11.05% Jul 24, 2025 - Sep 29, 2025	-20.83% Jan 12, 2022 - Sep 19, 2023
#4	-7.72% Dec 27, 2023 - Mar 13, 2024	-7.11% Sep 19, 2023 - Nov 27, 2023
#5	-4.92% Dec 1, 2023 - Dec 22, 2023	-6.18% Jul 15, 2024 - Nov 25, 2024
#6	-4.92% Jan 6, 2026 - Jan 12, 2026	-4.70% Nov 8, 2021 - Jan 11, 2022
#7	-4.72% Dec 26, 2025 - Jan 5, 2026	-4.20% May 7, 2021 - May 27, 2021
#8	-4.38% Sep 29, 2023 - Nov 28, 2023	-3.73% Jul 15, 2019 - Sep 20, 2019
#9	-3.63% Jan 14, 2026 - Jan 23, 2026	-3.62% May 3, 2019 - Jul 11, 2019
#10	-3.57% Nov 12, 2025 - Nov 28, 2025	-3.34% Jul 12, 2021 - Aug 11, 2021
#11	-3.25% Oct 16, 2025 - Nov 10, 2025	-3.17% Dec 9, 2024 - Jan 16, 2025
#12	-3.03% Apr 19, 2024 - May 13, 2024	-3.16% Sep 20, 2019 - Nov 27, 2019
#13	-2.63% Mar 15, 2024 - Apr 2, 2024	-3.04% Feb 22, 2019 - Apr 29, 2019
#14	-1.97% Jul 2, 2025 - Jul 8, 2025	-2.92% Aug 16, 2021 - Oct 5, 2021
#15	-1.74% Dec 11, 2025 - Dec 17, 2025	-2.80% Mar 28, 2024 - Apr 23, 2024

Correlation

Correlation between ISTM and VPC is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44

-101