SAMBX vs. VCSH
Compare and contrast key facts about Virtus Seix Floating Rate High Income Fund (SAMBX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
SAMBX is managed by Virtus. It was launched on Feb 28, 2006. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate 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 VCSH.
Correlation
The correlation between SAMBX and VCSH 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. VCSH - Performance Comparison
Key characteristics
SAMBX:
2.73
VCSH:
2.73
SAMBX:
7.11
VCSH:
4.23
SAMBX:
2.54
VCSH:
1.55
SAMBX:
9.02
VCSH:
4.81
SAMBX:
30.48
VCSH:
12.64
SAMBX:
0.30%
VCSH:
0.47%
SAMBX:
3.35%
VCSH:
2.20%
SAMBX:
-24.89%
VCSH:
-12.86%
SAMBX:
-0.38%
VCSH:
0.00%
Returns By Period
In the year-to-date period, SAMBX achieves a 0.32% return, which is significantly lower than VCSH's 1.00% return. Over the past 10 years, SAMBX has outperformed VCSH with an annualized return of 4.52%, while VCSH has yielded a comparatively lower 2.36% annualized return.
SAMBX
0.32%
0.32%
4.37%
9.01%
5.25%
4.52%
VCSH
1.00%
0.83%
1.58%
6.13%
1.90%
2.36%
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SAMBX vs. VCSH - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is higher than VCSH's 0.04% expense ratio.
Risk-Adjusted Performance
SAMBX vs. VCSH — Risk-Adjusted Performance Rank
SAMBX
VCSH
SAMBX vs. VCSH - 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 Corporate Bond ETF (VCSH). 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. VCSH - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 10.46%, more than VCSH's 4.00% 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% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.00% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
SAMBX vs. VCSH - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.89%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for SAMBX and VCSH. For additional features, visit the drawdowns tool.
Volatility
SAMBX vs. VCSH - Volatility Comparison
Virtus Seix Floating Rate High Income Fund (SAMBX) has a higher volatility of 0.76% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.50%. This indicates that SAMBX's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.