SAMBX vs. BRLN
Compare and contrast key facts about Virtus Seix Floating Rate High Income Fund (SAMBX) and BlackRock Floating Rate Loan ETF (BRLN).
SAMBX is managed by Virtus. It was launched on Feb 28, 2006. BRLN is an actively managed fund by Blackrock. It was launched on Oct 4, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMBX or BRLN.
Correlation
The correlation between SAMBX and BRLN is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SAMBX vs. BRLN - Performance Comparison
Key characteristics
SAMBX:
2.73
BRLN:
2.85
SAMBX:
7.11
BRLN:
4.38
SAMBX:
2.54
BRLN:
1.57
SAMBX:
9.02
BRLN:
7.89
SAMBX:
30.58
BRLN:
46.08
SAMBX:
0.30%
BRLN:
0.18%
SAMBX:
3.35%
BRLN:
2.83%
SAMBX:
-24.89%
BRLN:
-2.07%
SAMBX:
-0.38%
BRLN:
-0.05%
Returns By Period
In the year-to-date period, SAMBX achieves a 0.32% return, which is significantly lower than BRLN's 0.79% return.
SAMBX
0.32%
0.32%
4.37%
9.15%
5.26%
4.52%
BRLN
0.79%
0.07%
3.70%
8.34%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SAMBX vs. BRLN - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is higher than BRLN's 0.55% expense ratio.
Risk-Adjusted Performance
SAMBX vs. BRLN — Risk-Adjusted Performance Rank
SAMBX
BRLN
SAMBX vs. BRLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Floating Rate High Income Fund (SAMBX) and BlackRock Floating Rate Loan ETF (BRLN). 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.
Dividends
SAMBX vs. BRLN - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 10.46%, more than BRLN's 7.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | 10.46% | 10.51% | 9.00% | 5.34% | 3.60% | 4.04% | 5.26% | 5.14% | 4.28% | 4.81% | 4.83% | 4.42% |
BRLN BlackRock Floating Rate Loan ETF | 7.81% | 7.87% | 9.06% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SAMBX vs. BRLN - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.89%, which is greater than BRLN's maximum drawdown of -2.07%. Use the drawdown chart below to compare losses from any high point for SAMBX and BRLN. For additional features, visit the drawdowns tool.
Volatility
SAMBX vs. BRLN - Volatility Comparison
Virtus Seix Floating Rate High Income Fund (SAMBX) has a higher volatility of 0.76% compared to BlackRock Floating Rate Loan ETF (BRLN) at 0.67%. This indicates that SAMBX's price experiences larger fluctuations and is considered to be riskier than BRLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.