SAMBX vs. BSV
Compare and contrast key facts about Virtus Seix Floating Rate High Income Fund (SAMBX) and Vanguard Short-Term Bond ETF (BSV).
SAMBX is managed by Virtus. It was launched on Feb 28, 2006. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMBX or BSV.
Correlation
The correlation between SAMBX and BSV is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SAMBX vs. BSV - Performance Comparison
Key characteristics
SAMBX:
2.73
BSV:
2.22
SAMBX:
7.11
BSV:
3.38
SAMBX:
2.54
BSV:
1.43
SAMBX:
9.02
BSV:
1.74
SAMBX:
30.58
BSV:
7.73
SAMBX:
0.30%
BSV:
0.64%
SAMBX:
3.35%
BSV:
2.23%
SAMBX:
-24.89%
BSV:
-8.54%
SAMBX:
-0.38%
BSV:
-0.23%
Returns By Period
In the year-to-date period, SAMBX achieves a 0.32% return, which is significantly lower than BSV's 0.63% return. Over the past 10 years, SAMBX has outperformed BSV with an annualized return of 4.52%, while BSV has yielded a comparatively lower 1.64% annualized return.
SAMBX
0.32%
0.32%
4.37%
9.15%
5.26%
4.52%
BSV
0.63%
0.50%
1.11%
4.93%
1.21%
1.64%
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SAMBX vs. BSV - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is higher than BSV's 0.04% expense ratio.
Risk-Adjusted Performance
SAMBX vs. BSV — Risk-Adjusted Performance Rank
SAMBX
BSV
SAMBX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Floating Rate High Income Fund (SAMBX) and Vanguard Short-Term Bond ETF (BSV). 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. BSV - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 10.46%, more than BSV's 3.43% 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% |
BSV Vanguard Short-Term Bond ETF | 3.43% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
SAMBX vs. BSV - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.89%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for SAMBX and BSV. For additional features, visit the drawdowns tool.
Volatility
SAMBX vs. BSV - Volatility Comparison
Virtus Seix Floating Rate High Income Fund (SAMBX) has a higher volatility of 0.76% compared to Vanguard Short-Term Bond ETF (BSV) at 0.54%. This indicates that SAMBX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.