Correlation
The correlation between SAMFX and BRLN is 0.22, 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.
SAMFX vs. BRLN
Compare and contrast key facts about Virtus Seix Total Return Bond Fund (SAMFX) and BlackRock Floating Rate Loan ETF (BRLN).
SAMFX is managed by Virtus. It was launched on Dec 30, 1997. 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: SAMFX or BRLN.
Performance
SAMFX vs. BRLN - Performance Comparison
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Key characteristics
SAMFX:
0.97
BRLN:
1.61
SAMFX:
1.56
BRLN:
2.21
SAMFX:
1.18
BRLN:
1.32
SAMFX:
0.45
BRLN:
1.51
SAMFX:
2.47
BRLN:
8.89
SAMFX:
2.29%
BRLN:
0.65%
SAMFX:
5.36%
BRLN:
3.74%
SAMFX:
-18.02%
BRLN:
-3.85%
SAMFX:
-8.01%
BRLN:
-0.06%
Returns By Period
In the year-to-date period, SAMFX achieves a 1.79% return, which is significantly higher than BRLN's 1.17% return.
SAMFX
1.79%
-0.86%
0.10%
4.43%
0.61%
-1.09%
1.46%
BRLN
1.17%
1.04%
1.75%
5.89%
N/A
N/A
N/A
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SAMFX vs. BRLN - Expense Ratio Comparison
SAMFX has a 0.46% expense ratio, which is lower than BRLN's 0.55% expense ratio.
Risk-Adjusted Performance
SAMFX vs. BRLN — Risk-Adjusted Performance Rank
SAMFX
BRLN
SAMFX vs. BRLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Total Return Bond Fund (SAMFX) 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.
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Dividends
SAMFX vs. BRLN - Dividend Comparison
SAMFX's dividend yield for the trailing twelve months is around 3.95%, less than BRLN's 7.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMFX Virtus Seix Total Return Bond Fund | 3.95% | 4.27% | 3.45% | 3.33% | 1.32% | 2.78% | 1.97% | 2.10% | 2.37% | 3.61% | 2.13% | 2.43% |
BRLN BlackRock Floating Rate Loan ETF | 7.52% | 7.87% | 9.06% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SAMFX vs. BRLN - Drawdown Comparison
The maximum SAMFX drawdown since its inception was -18.02%, which is greater than BRLN's maximum drawdown of -3.85%. Use the drawdown chart below to compare losses from any high point for SAMFX and BRLN.
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Volatility
SAMFX vs. BRLN - Volatility Comparison
Virtus Seix Total Return Bond Fund (SAMFX) has a higher volatility of 1.49% compared to BlackRock Floating Rate Loan ETF (BRLN) at 1.24%. This indicates that SAMFX'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.
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