SPDG vs SDCP
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P SECTOR NEUTRAL DIVIDEND ETF (SPDG, ETF) and VIRTUS NEWFLEET SHORT DURATION CORE PLUS BOND ETF (SDCP, ETF).
SPDG vs SDCP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPDG
$13M
Winner
SDCP
$13M
Expense Ratio
Winner
SPDG
0.05%
SDCP
0.35%
Max Drawdown
SPDG
16.24%
Winner
SDCP
2.69%
Sharpe Ratio
Winner
SPDG
1.66
SDCP
0.49
5Y Beta
SPDG
0.74
Winner
SDCP
0.01
P/E Ratio
SPDG
19.09
SDCP
N/A
Forward P/E
SPDG
16.02
SDCP
N/A
PEG Ratio
SPDG
0.57
SDCP
N/A
5Y EPS CAGR
SPDG
4.21%
SDCP
N/A
Debt to Equity
SPDG
-75.68%
SDCP
N/A
P/S Ratio
SPDG
2.28
SDCP
N/A
P/B Ratio
SPDG
3.34
SDCP
N/A
SPDG vs SDCP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPDG
+4.75%
SDCP
+0.48%
3M
Winner
SPDG
+12.08%
SDCP
+0.88%
6M
Winner
SPDG
+14.11%
SDCP
+1.61%
1Y
Winner
SPDG
+26.93%
SDCP
+4.21%
Max(CAGR)
Winner
SPDG
+20.93%
SDCP
+5.43%
SPDG vs SDCP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SPDG | SDCP |
|---|---|---|
| 2026 | +15.81% | +1.22% |
| 2025 | +11.83% | +5.33% |
| 2024 | +20.08% | +5.42% |
| 2023 | +8.14% | +1.98% |
SPDG vs SDCP Drawdown Comparison
The maximum drawdown for SPDG was -15.68%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for SDCP was -1.00%, occurring on Oct 31, 2024. Recovery took 78 trading sessions.
The current SPDG drawdown is -0.95%.
| Rank | SPDG | SDCP |
|---|---|---|
| #1 | -15.68% Feb 20, 2025 - Jul 1, 2025 | -1.00% Sep 24, 2024 - Jan 16, 2025 |
| #2 | -8.76% Sep 14, 2023 - Nov 30, 2023 | -0.83% Feb 1, 2024 - Mar 6, 2024 |
| #3 | -8.34% Feb 11, 2026 - May 11, 2026 | -0.82% Feb 27, 2026 - Apr 17, 2026 |
| #4 | -6.11% Jul 16, 2024 - Aug 19, 2024 | -0.75% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -5.53% Mar 28, 2024 - May 15, 2024 | -0.68% Mar 25, 2024 - May 3, 2024 |
| #6 | -4.68% Dec 16, 2024 - Jan 21, 2025 | -0.62% May 29, 2024 - Jun 14, 2024 |
| #7 | -4.27% Jul 3, 2025 - Aug 22, 2025 | -0.52% May 29, 2025 - Jun 23, 2025 |
| #8 | -4.08% Aug 30, 2024 - Sep 13, 2024 | -0.51% Sep 17, 2025 - Oct 13, 2025 |
| #9 | -3.98% Oct 17, 2024 - Nov 8, 2024 | -0.39% Apr 29, 2025 - May 22, 2025 |
| #10 | -3.92% Nov 12, 2025 - Nov 28, 2025 | -0.39% Mar 8, 2024 - Mar 22, 2024 |
| #11 | -3.73% Oct 3, 2025 - Oct 27, 2025 | -0.38% May 22, 2024 - May 29, 2024 |
| #12 | -3.54% May 15, 2024 - Jun 17, 2024 | -0.35% Nov 22, 2023 - Nov 29, 2023 |
| #13 | -3.39% Jun 2, 2026 - Jun 10, 2026 | -0.33% Dec 27, 2023 - Jan 11, 2024 |
| #14 | -2.57% Oct 27, 2025 - Nov 12, 2025 | -0.31% May 7, 2026 - May 27, 2026 |
| #15 | -2.46% Nov 8, 2024 - Nov 25, 2024 | -0.31% Dec 3, 2025 - Dec 26, 2025 |
Correlation
Correlation between SPDG and SDCP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
SPDG vs SDCP dividend yield comparison.
| Year | SPDG | SDCP |
|---|---|---|
| 2026 | 0.65% | 1.68% |
| 2025 | 2.87% | 5.16% |
| 2024 | 2.61% | 5.25% |
| 2023 | 0.90% | 0.59% |
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