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SDCP vs MKAM

Comparison between VIRTUS NEWFLEET SHORT DURATION CORE PLUS BOND ETF (SDCP, ETF) and MKAM ETF (MKAM, ETF).

SDCP vs MKAM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SDCP
$13M
MKAM
$13M
Expense Ratio
Winner
SDCP
0.35%
MKAM
0.53%
Max Drawdown
Winner
SDCP
2.69%
MKAM
5.29%
Sharpe Ratio
SDCP
0.28
Winner
MKAM
1.45
5Y Beta
Winner
SDCP
0.01
MKAM
0.30

SDCP vs MKAM - Historical Returns

Returns include dividend reinvestment.

1M
SDCP
+0.20%
Winner
MKAM
+1.15%
3M
SDCP
+0.35%
Winner
MKAM
+3.95%
6M
SDCP
+1.35%
Winner
MKAM
+4.03%
1Y
SDCP
+4.16%
Winner
MKAM
+13.42%
Max(CAGR)
SDCP
+5.38%
Winner
MKAM
+10.36%

SDCP vs MKAM - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearSDCPMKAM
2026+0.96%+3.97%
2025+5.33%+8.03%
2024+5.42%+12.55%
2023+1.98%+8.23%

SDCP vs MKAM Drawdown Comparison

The maximum drawdown for SDCP was -1.00%, occurring on Oct 31, 2024. Recovery took 78 trading sessions.

The maximum drawdown for MKAM was -5.01%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current SDCP drawdown is -0.08%. The current MKAM drawdown is -1.44%.

RankSDCPMKAM
#1-1.00%
Sep 24, 2024 - Jan 16, 2025
-5.01%
Feb 19, 2025 - Jul 23, 2025
#2-0.83%
Feb 1, 2024 - Mar 6, 2024
-4.63%
Jul 16, 2024 - Sep 24, 2024
#3-0.82%
Feb 27, 2026 - Apr 17, 2026
-3.96%
Jul 31, 2023 - Dec 13, 2023
#4-0.75%
Apr 3, 2025 - Apr 28, 2025
-3.72%
Dec 30, 2025 - Apr 17, 2026
#5-0.68%
Mar 25, 2024 - May 3, 2024
-2.86%
Mar 28, 2024 - May 14, 2024
#6-0.62%
May 29, 2024 - Jun 14, 2024
-2.65%
Oct 28, 2025 - Dec 5, 2025
#7-0.52%
May 29, 2025 - Jun 23, 2025
-2.14%
Dec 6, 2024 - Jan 22, 2025
#8-0.51%
Sep 17, 2025 - Oct 13, 2025
-1.55%
Oct 8, 2025 - Oct 24, 2025
#9-0.39%
Apr 29, 2025 - May 22, 2025
-1.44%
Jun 2, 2026 - Jun 5, 2026
#10-0.39%
Mar 8, 2024 - Mar 22, 2024
-1.32%
Dec 11, 2025 - Dec 23, 2025
#11-0.38%
May 22, 2024 - May 29, 2024
-1.29%
May 1, 2023 - May 18, 2023
#12-0.35%
Nov 22, 2023 - Nov 29, 2023
-1.27%
Oct 18, 2024 - Nov 6, 2024
#13-0.33%
Dec 27, 2023 - Jan 11, 2024
-1.21%
Mar 7, 2024 - Mar 21, 2024
#14-0.31%
May 7, 2026 - May 27, 2026
-1.21%
Jul 25, 2025 - Aug 8, 2025
#15-0.31%
Dec 3, 2025 - Dec 26, 2025
-1.18%
Dec 28, 2023 - Jan 19, 2024

Correlation

Correlation between SDCP and MKAM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2023 - 2026)

SDCP vs MKAM dividend yield comparison.

YearSDCPMKAM
20261.69%0.72%
20255.16%2.56%
20245.25%1.88%
20230.59%1.70%

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