Correlation
The correlation between SEATX and VTEB is 0.01, 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.
SEATX vs. VTEB
Compare and contrast key facts about SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) and Vanguard Tax-Exempt Bond ETF (VTEB).
SEATX is managed by SEI. It was launched on Sep 4, 2007. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEATX or VTEB.
Performance
SEATX vs. VTEB - Performance Comparison
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Key characteristics
SEATX:
0.59
VTEB:
0.32
SEATX:
0.65
VTEB:
0.39
SEATX:
1.11
VTEB:
1.06
SEATX:
0.46
VTEB:
0.28
SEATX:
1.51
VTEB:
0.80
SEATX:
1.68%
VTEB:
1.66%
SEATX:
5.30%
VTEB:
4.76%
SEATX:
-30.87%
VTEB:
-17.00%
SEATX:
-2.93%
VTEB:
-3.16%
Returns By Period
In the year-to-date period, SEATX achieves a -1.02% return, which is significantly higher than VTEB's -1.59% return.
SEATX
-1.02%
-0.22%
-2.73%
2.55%
2.31%
2.48%
3.41%
VTEB
-1.59%
-0.37%
-2.85%
1.32%
1.51%
0.45%
N/A
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SEATX vs. VTEB - Expense Ratio Comparison
SEATX has a 0.86% expense ratio, which is higher than VTEB's 0.05% expense ratio.
Risk-Adjusted Performance
SEATX vs. VTEB — Risk-Adjusted Performance Rank
SEATX
VTEB
SEATX vs. VTEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) and Vanguard Tax-Exempt Bond ETF (VTEB). 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
SEATX vs. VTEB - Dividend Comparison
SEATX's dividend yield for the trailing twelve months is around 4.41%, more than VTEB's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 4.41% | 4.70% | 4.57% | 4.32% | 4.08% | 4.27% | 5.32% | 4.76% | 4.65% | 4.11% | 3.85% | 3.51% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.27% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% |
Drawdowns
SEATX vs. VTEB - Drawdown Comparison
The maximum SEATX drawdown since its inception was -30.87%, which is greater than VTEB's maximum drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for SEATX and VTEB.
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Volatility
SEATX vs. VTEB - Volatility Comparison
The current volatility for SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) is 0.77%, while Vanguard Tax-Exempt Bond ETF (VTEB) has a volatility of 1.05%. This indicates that SEATX experiences smaller price fluctuations and is considered to be less risky than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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