SAMBX vs. VCIT
Compare and contrast key facts about Virtus Seix Floating Rate High Income Fund (SAMBX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
SAMBX is managed by Virtus. It was launched on Feb 28, 2006. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAMBX or VCIT.
Correlation
The correlation between SAMBX and VCIT is 0.25, 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. VCIT - Performance Comparison
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Key characteristics
SAMBX:
1.61
VCIT:
1.20
SAMBX:
2.99
VCIT:
1.70
SAMBX:
1.67
VCIT:
1.21
SAMBX:
1.89
VCIT:
0.68
SAMBX:
7.43
VCIT:
3.87
SAMBX:
0.75%
VCIT:
1.68%
SAMBX:
3.39%
VCIT:
5.53%
SAMBX:
-24.89%
VCIT:
-20.56%
SAMBX:
-1.39%
VCIT:
-3.01%
Returns By Period
In the year-to-date period, SAMBX achieves a -0.69% return, which is significantly lower than VCIT's 2.29% return. Over the past 10 years, SAMBX has outperformed VCIT with an annualized return of 4.21%, while VCIT has yielded a comparatively lower 2.83% annualized return.
SAMBX
-0.69%
1.33%
0.70%
5.44%
7.39%
4.21%
VCIT
2.29%
1.69%
1.32%
6.90%
1.30%
2.83%
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SAMBX vs. VCIT - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
SAMBX vs. VCIT — Risk-Adjusted Performance Rank
SAMBX
VCIT
SAMBX vs. VCIT - 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 Intermediate-Term Corporate Bond ETF (VCIT). 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.
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Dividends
SAMBX vs. VCIT - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 8.73%, more than VCIT's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | 8.73% | 10.51% | 9.00% | 5.34% | 3.60% | 4.04% | 5.26% | 5.14% | 4.28% | 4.81% | 4.83% | 4.42% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.51% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
SAMBX vs. VCIT - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.89%, which is greater than VCIT's maximum drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for SAMBX and VCIT. For additional features, visit the drawdowns tool.
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Volatility
SAMBX vs. VCIT - Volatility Comparison
The current volatility for Virtus Seix Floating Rate High Income Fund (SAMBX) is 0.70%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.99%. This indicates that SAMBX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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