LDRH vs. SEIX
LDRH (iShares iBonds 1-5 Year High Yield and Income Ladder ETF) and SEIX (Virtus Seix Senior Loan ETF) are both exchange-traded funds - LDRH is a High Yield Bonds fund tracking the BlackRock iBonds 1-5 Year High Yield and Income Ladder Index, while SEIX is a Bank Loan fund actively managed by Virtus. LDRH is passively managed, while SEIX is actively managed. Over the past year, LDRH returned 5.42% vs 5.59% for SEIX. Their 0.33 correlation means their historical movements had little consistent relationship. LDRH charges 0.35%/yr vs 0.57%/yr for SEIX.
Performance
LDRH vs. SEIX - Performance Comparison
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Returns By Period
In the year-to-date period, LDRH achieves a 2.26% return, which is significantly lower than SEIX's 3.10% return.
LDRH
- 1D
- 0.17%
- 1M
- 0.04%
- 6M
- 1.81%
- YTD
- 2.26%
- 1Y
- 5.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.56%
SEIX
- 1D
- 0.15%
- 1M
- 0.83%
- 6M
- 3.15%
- YTD
- 3.10%
- 1Y
- 5.59%
- 3Y*
- 7.18%
- 5Y*
- 5.79%
- 10Y*
- —
- ALL TIME*
- 5.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $107.73K | $143.61K | $311.26K | |
| $1.85M | $1.52M | $1.74M |
LDRH vs. SEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRH iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 2.26% | 7.18% | 0.21% |
SEIX Virtus Seix Senior Loan ETF | 3.10% | 5.10% | 1.48% |
Correlation
The correlation between LDRH and SEIX is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.33 |
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Return for Risk
LDRH vs. SEIX — Risk / Return Rank
LDRH
SEIX
LDRH vs. SEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) and Virtus Seix Senior Loan ETF (SEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LDRH | SEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.76 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 4.97 | -0.54 |
| Martin ratioReturn relative to average drawdown | 17.63 | 19.73 | -2.10 |
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Drawdowns
LDRH vs. SEIX - Drawdown Comparison
The maximum LDRH drawdown since its inception was -3.17%, smaller than the maximum SEIX drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for LDRH and SEIX.
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Drawdown Indicators
| LDRH | SEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.17% | -17.51% | +14.34% |
Max Drawdown (1Y)Largest decline over 1 year | -1.23% | -1.13% | -0.10% |
Max Drawdown (3Y)Largest decline over 3 years | — | -3.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -6.69% | — |
Current DrawdownCurrent decline from peak | -0.08% | -0.04% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -0.24% | -0.85% | +0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.31% | 0.28% | +0.03% |
Volatility
LDRH vs. SEIX - Volatility Comparison
iShares iBonds 1-5 Year High Yield and Income Ladder ETF (LDRH) has a higher volatility of 0.53% compared to Virtus Seix Senior Loan ETF (SEIX) at 0.44%. This indicates that LDRH's price experiences larger fluctuations and is considered to be riskier than SEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDRH | SEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.53% | 0.44% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 1.32% | +0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.61% | 1.63% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.39% | 2.92% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.39% | 4.29% | -0.90% |
LDRH vs. SEIX - Expense Ratio Comparison
LDRH has a 0.35% expense ratio, which is lower than SEIX's 0.57% expense ratio.
Dividends
LDRH vs. SEIX - Dividend Comparison
LDRH's dividend yield for the trailing twelve months is around 6.95%, less than SEIX's 7.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
LDRH iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 6.95% | 6.41% | 1.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SEIX Virtus Seix Senior Loan ETF | 7.15% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% |
Frequently Asked Questions
LDRH and SEIX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LDRH has higher volatility (0.53%) compared to SEIX (0.44%). In terms of maximum drawdown, LDRH dropped -3.17% vs SEIX's -17.51%.
On 1-year performance, SEIX leads with 5.59% vs 5.42% for LDRH. On fees, LDRH is cheaper at 0.35% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SEIX has performed better with a 5.59% return vs 5.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDRH is cheaper with a 0.35% expense ratio, compared with 0.57% for SEIX.
SEIX has the higher dividend yield at 7.15%, compared with 6.95% for LDRH.
LDRH is categorized as High Yield Bonds, while SEIX is Bank Loan. They also come from different issuers: iShares and Virtus. Their fees differ too: 0.35% for LDRH and 0.57% for SEIX.
SEIX currently has the higher Sharpe Ratio (3.45 vs 2.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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