SDMF vs SDCP
Comparison between SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF) and VIRTUS NEWFLEET SHORT DURATION CORE PLUS BOND ETF (SDCP, ETF).
SDMF vs SDCP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SDMF
$13M
Winner
SDCP
$13M
Expense Ratio
SDMF
0.35%
SDCP
0.35%
Max Drawdown
SDMF
6.23%
Winner
SDCP
2.69%
Sharpe Ratio
SDMF
0.02
Winner
SDCP
0.28
5Y Beta
SDMF
0.09
Winner
SDCP
0.01
SDMF vs SDCP - Historical Returns
Returns include dividend reinvestment.
1M
SDMF
-0.30%
Winner
SDCP
+0.20%
3M
Winner
SDMF
+1.95%
SDCP
+0.35%
6M
SDMF
N/A
SDCP
+1.35%
1Y
SDMF
N/A
SDCP
+4.16%
Max(CAGR)
SDMF
+3.12%
Winner
SDCP
+5.38%
SDMF vs SDCP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SDMF | SDCP |
|---|---|---|
| 2026 | +0.89% | +0.96% |
| 2025 | N/A | +5.33% |
| 2024 | N/A | +5.42% |
| 2023 | N/A | +1.98% |
SDMF vs SDCP Drawdown Comparison
The maximum drawdown for SDMF was -6.23%, occurring on Mar 23, 2026. Recovery took 64 trading sessions.
The maximum drawdown for SDCP was -1.00%, occurring on Oct 31, 2024. Recovery took 78 trading sessions.
The current SDMF drawdown is -2.40%. The current SDCP drawdown is -0.08%.
| Rank | SDMF | SDCP |
|---|---|---|
| #1 | -6.23% Feb 27, 2026 - Jun 1, 2026 | -1.00% Sep 24, 2024 - Jan 16, 2025 |
| #2 | -2.40% Jun 3, 2026 - Jun 5, 2026 | -0.83% Feb 1, 2024 - Mar 6, 2024 |
| #3 | -0.23% Feb 25, 2026 - Feb 27, 2026 | -0.82% Feb 27, 2026 - Apr 17, 2026 |
| #4 | -0.03% Feb 20, 2026 - Feb 24, 2026 | -0.75% Apr 3, 2025 - Apr 28, 2025 |
| #5 | N/A | -0.68% Mar 25, 2024 - May 3, 2024 |
| #6 | N/A | -0.62% May 29, 2024 - Jun 14, 2024 |
| #7 | N/A | -0.52% May 29, 2025 - Jun 23, 2025 |
| #8 | N/A | -0.51% Sep 17, 2025 - Oct 13, 2025 |
| #9 | N/A | -0.39% Apr 29, 2025 - May 22, 2025 |
| #10 | N/A | -0.39% Mar 8, 2024 - Mar 22, 2024 |
| #11 | N/A | -0.38% May 22, 2024 - May 29, 2024 |
| #12 | N/A | -0.35% Nov 22, 2023 - Nov 29, 2023 |
| #13 | N/A | -0.33% Dec 27, 2023 - Jan 11, 2024 |
| #14 | N/A | -0.31% May 7, 2026 - May 27, 2026 |
| #15 | N/A | -0.31% Dec 3, 2025 - Dec 26, 2025 |
Correlation
Correlation between SDMF and SDCP is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
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