SEIX vs. AGZD
SEIX (Virtus Seix Senior Loan ETF) and AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) are both exchange-traded funds - SEIX is a Bank Loan fund tracking the Credit Suisse Leveraged Loan Index, while AGZD is a Nontraditional Bonds fund tracking the Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. Both are passively managed. Over the past 5 years, SEIX returned 5.75%/yr vs 4.33%/yr for AGZD. At a 0.11 correlation, their price movements are largely independent. SEIX charges 0.57%/yr vs 0.23%/yr for AGZD.
Performance
SEIX vs. AGZD - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SEIX having a 2.38% return and AGZD slightly lower at 2.29%.
SEIX
- 1D
- 0.04%
- 1M
- 0.33%
- YTD
- 2.38%
- 6M
- 2.53%
- 1Y
- 6.02%
- 3Y*
- 7.78%
- 5Y*
- 5.75%
- 10Y*
- —
AGZD
- 1D
- -0.07%
- 1M
- 0.11%
- YTD
- 2.29%
- 6M
- 2.30%
- 1Y
- 5.52%
- 3Y*
- 5.79%
- 5Y*
- 4.33%
- 10Y*
- 3.26%
SEIX vs. AGZD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SEIX Virtus Seix Senior Loan ETF | 2.38% | 5.10% | 8.42% | 12.51% | -1.77% | 5.49% | 3.17% | 3.44% |
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 2.29% | 4.35% | 6.64% | 7.15% | 1.17% | 0.69% | 0.31% | 2.48% |
Correlation
The correlation between SEIX and AGZD is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2019 | 0.11 |
The correlation between SEIX and AGZD shifts across timeframes, from -0.04 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SEIX vs. AGZD — Risk / Return Rank
SEIX
AGZD
SEIX vs. AGZD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Senior Loan ETF (SEIX) and WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEIX | AGZD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.83 | ||
| Sortino ratioReturn per unit of downside risk | +3.25 | ||
| Omega ratioGain probability vs. loss probability | 1.86 | 1.38 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 5.35 | 7.57 | -2.22 |
| Martin ratioReturn relative to average drawdown | 21.39 | 22.52 | -1.13 |
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Drawdowns
SEIX vs. AGZD - Drawdown Comparison
The maximum SEIX drawdown since its inception was -17.51%, which is greater than AGZD's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for SEIX and AGZD.
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Drawdown Indicators
| SEIX | AGZD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.51% | -8.46% | -9.05% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | -0.73% | -0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -3.01% | -1.71% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -6.69% | -2.23% | -4.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.46% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.56% | +0.56% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -0.77% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 0.25% | +0.03% |
Volatility
SEIX vs. AGZD - Volatility Comparison
The current volatility for Virtus Seix Senior Loan ETF (SEIX) is 0.33%, while WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) has a volatility of 1.15%. This indicates that SEIX experiences smaller price fluctuations and is considered to be less risky than AGZD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIX | AGZD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 1.15% | -0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 1.29% | 2.08% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.60% | 2.84% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.92% | 3.60% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.32% | 3.72% | +0.60% |
SEIX vs. AGZD - Expense Ratio Comparison
SEIX has a 0.57% expense ratio, which is higher than AGZD's 0.23% expense ratio.
Dividends
SEIX vs. AGZD - Dividend Comparison
SEIX's dividend yield for the trailing twelve months is around 7.24%, more than AGZD's 3.99% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund | 3.99% | 4.12% | 3.96% | 6.07% | 8.61% | 1.66% | 2.28% | 2.83% | 2.62% | 2.31% | 1.81% | 1.66% |
SEIX Virtus Seix Senior Loan ETF | 7.24% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SEIX and AGZD have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AGZD has higher volatility (1.15%) compared to SEIX (0.33%). In terms of maximum drawdown, SEIX dropped -17.51% vs AGZD's -8.46%.
On 5-year performance, SEIX leads with 5.75% vs 4.33% for AGZD. On fees, AGZD is cheaper at 0.23% per year. On volatility, SEIX has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, SEIX has performed better with a 5.75% return vs 4.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGZD is cheaper with a 0.23% expense ratio, compared with 0.57% for SEIX.
SEIX has the higher dividend yield at 7.24%, compared with 3.99% for AGZD.
SEIX is categorized as Bank Loan, while AGZD is Nontraditional Bonds. SEIX tracks Credit Suisse Leveraged Loan Index, while AGZD tracks Bloomberg Rate Hedged U.S. Aggregate Bond Index, Zero Duration. They also come from different issuers: Virtus and WisdomTree. Their fees differ too: 0.57% for SEIX and 0.23% for AGZD.
SEIX currently has the higher Sharpe Ratio (3.78 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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