OEI vs. SEIX
OEI (Optimized Equity Income ETF) and SEIX (Virtus Seix Senior Loan ETF) are both exchange-traded funds - OEI is a Actively Managed fund actively managed by Optimize, while SEIX is a Bank Loan fund actively managed by Virtus. Both are actively managed. Their 0.40 correlation means their historical movements had little consistent relationship. OEI charges 0.75%/yr vs 0.57%/yr for SEIX.
Performance
OEI vs. SEIX - Performance Comparison
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Returns By Period
In the year-to-date period, OEI achieves a 4.15% return, which is significantly higher than SEIX's 2.87% return.
OEI
- 1D
- -1.35%
- 1M
- -0.53%
- 6M
- 2.54%
- YTD
- 4.15%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SEIX
- 1D
- -0.11%
- 1M
- 0.73%
- 6M
- 2.64%
- YTD
- 2.87%
- 1Y
- 5.18%
- 3Y*
- 7.24%
- 5Y*
- 5.77%
- 10Y*
- —
- ALL TIME*
- 5.34%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $91.19K | $147.99K | $155.22K | |
| $1.93M | $1.60M | $1.87M |
OEI vs. SEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OEI Optimized Equity Income ETF | 4.15% | 3.68% |
SEIX Virtus Seix Senior Loan ETF | 2.87% | 1.21% |
Correlation
The correlation between OEI and SEIX is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025 | 0.40 |
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Return for Risk
OEI vs. SEIX — Risk / Return Rank
OEI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SEIX
OEI vs. SEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Optimized Equity Income ETF (OEI) 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.
| OEI | SEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.69 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.61 | — |
| Martin ratioReturn relative to average drawdown | — | 18.32 | — |
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Drawdowns
OEI vs. SEIX - Drawdown Comparison
The maximum OEI drawdown since its inception was -6.49%, smaller than the maximum SEIX drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for OEI and SEIX.
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Drawdown Indicators
| OEI | SEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.49% | -17.51% | +11.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.13% | — |
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 | -1.70% | -0.26% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -1.02% | -0.86% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.28% | — |
Volatility
OEI vs. SEIX - Volatility Comparison
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Volatility by Period
| OEI | SEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.43% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.74% | 1.63% | +8.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.74% | 2.92% | +6.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.74% | 4.30% | +5.44% |
OEI vs. SEIX - Expense Ratio Comparison
OEI has a 0.75% expense ratio, which is higher than SEIX's 0.57% expense ratio.
Dividends
OEI vs. SEIX - Dividend Comparison
OEI's dividend yield for the trailing twelve months is around 6.87%, less than SEIX's 7.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
OEI Optimized Equity Income ETF | 6.87% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SEIX Virtus Seix Senior Loan ETF | 7.17% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% |
Frequently Asked Questions
OEI and SEIX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SEIX is cheaper at 0.57% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SEIX is cheaper with a 0.57% expense ratio, compared with 0.75% for OEI.
SEIX has the higher dividend yield at 7.17%, compared with 6.87% for OEI.
OEI is categorized as Actively Managed, while SEIX is Bank Loan. They also come from different issuers: Optimize and Virtus. Their fees differ too: 0.75% for OEI and 0.57% for SEIX.
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