VPC vs ISTM

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

VPC vs ISTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VPC(ETF)	ISTM(ETF)
Net Assets	$32M	$32M
Expense Ratio	10.60%	0.47%
Max Drawdown	55.28%	34.36%
Sharpe Ratio	-1.46	1.27
5Y Beta	0.52	0.55
5Y Dividends CAGR	9.08%	N/A

Net Assets

VPC

$32M

ISTM

$32M

Expense Ratio

VPC

10.60%

Winner

ISTM

0.47%

Max Drawdown

VPC

55.28%

Winner

ISTM

34.36%

Sharpe Ratio

VPC

-1.46

Winner

ISTM

1.27

5Y Beta

Winner

VPC

0.52

ISTM

0.55

5Y Dividends CAGR

VPC

9.08%

ISTM

N/A

VPC vs ISTM - Historical Returns

Returns include dividend reinvestment.

Period	VPC	ISTM
1 month	-3.31%	-5.10%
3 months	+1.69%	+1.78%
6 months	-11.30%	+13.69%
1 year	-15.79%	+45.99%
5 years(CAGR)	+0.94%	N/A
Max(CAGR)	+3.67%	+24.71%

Winner

VPC

-3.31%

ISTM

-5.10%

VPC

+1.69%

Winner

ISTM

+1.78%

VPC

-11.30%

Winner

ISTM

+13.69%

VPC

-15.79%

Winner

ISTM

+45.99%

5Y(CAGR)

VPC

+0.94%

ISTM

N/A

Max(CAGR)

VPC

+3.67%

Winner

ISTM

+24.71%

VPC vs ISTM - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	VPC	ISTM
2026	-12.52%	+6.22%
2025	-7.48%	+53.91%
2024	+10.24%	+8.61%
2023	+20.58%	+2.70%
2022	-12.20%	N/A
2021	+33.54%	N/A
2020	-9.76%	N/A
2019	+9.34%	N/A

VPC vs ISTM Drawdown Comparison

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

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

The current VPC drawdown is -21.88%. The current ISTM drawdown is -15.49%.

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

Correlation

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

-0.44

-101