SEIX vs. CBLDX
SEIX (Virtus Seix Senior Loan ETF) and CBLDX (CrossingBridge Low Duration High Yield Fund) are both funds - SEIX is a Bank Loan fund tracking the Credit Suisse Leveraged Loan Index, while CBLDX is a Multisector Bonds fund managed by CrossingBridge. Over the past 5 years, SEIX returned 5.75%/yr vs 5.22%/yr for CBLDX. At a 0.18 correlation, their price movements are largely independent. SEIX charges 0.57%/yr vs 0.88%/yr for CBLDX.
Performance
SEIX vs. CBLDX - Performance Comparison
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Returns By Period
In the year-to-date period, SEIX achieves a 2.33% return, which is significantly higher than CBLDX's 1.83% return.
SEIX
- 1D
- 0.00%
- 1M
- 0.28%
- YTD
- 2.33%
- 6M
- 2.49%
- 1Y
- 6.06%
- 3Y*
- 7.76%
- 5Y*
- 5.75%
- 10Y*
- —
CBLDX
- 1D
- 0.00%
- 1M
- 0.45%
- YTD
- 1.83%
- 6M
- 2.29%
- 1Y
- 4.95%
- 3Y*
- 6.49%
- 5Y*
- 5.22%
- 10Y*
- —
SEIX vs. CBLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SEIX Virtus Seix Senior Loan ETF | 2.33% | 5.10% | 8.42% | 12.51% | -1.77% | 5.49% | 3.17% | 3.44% |
CBLDX CrossingBridge Low Duration High Yield Fund | 1.83% | 6.04% | 7.11% | 7.71% | 0.66% | 7.44% | 3.59% | 1.63% |
Correlation
The correlation between SEIX and CBLDX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2019 | 0.18 |
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Return for Risk
SEIX vs. CBLDX — Risk / Return Rank
SEIX
CBLDX
SEIX vs. CBLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Senior Loan ETF (SEIX) and CrossingBridge Low Duration High Yield Fund (CBLDX). 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 | CBLDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.87 | 2.07 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 5.39 | 6.84 | -1.45 |
| Martin ratioReturn relative to average drawdown | 21.55 | 27.18 | -5.63 |
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Drawdowns
SEIX vs. CBLDX - Drawdown Comparison
The maximum SEIX drawdown since its inception was -17.51%, which is greater than CBLDX's maximum drawdown of -8.15%. Use the drawdown chart below to compare losses from any high point for SEIX and CBLDX.
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Drawdown Indicators
| SEIX | CBLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.51% | -8.15% | -9.36% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | -0.73% | -0.40% |
Max Drawdown (3Y)Largest decline over 3 years | -3.01% | -1.05% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -6.69% | -1.88% | -4.81% |
Current DrawdownCurrent decline from peak | 0.00% | -0.10% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -0.31% | -0.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 0.18% | +0.10% |
Volatility
SEIX vs. CBLDX - Volatility Comparison
Virtus Seix Senior Loan ETF (SEIX) and CrossingBridge Low Duration High Yield Fund (CBLDX) have volatilities of 0.33% and 0.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEIX | CBLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.33% | 0.33% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.29% | 1.14% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.60% | 1.40% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.92% | 1.59% | +1.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.32% | 1.82% | +2.50% |
SEIX vs. CBLDX - Expense Ratio Comparison
SEIX has a 0.57% expense ratio, which is lower than CBLDX's 0.88% expense ratio.
Dividends
SEIX vs. CBLDX - Dividend Comparison
SEIX's dividend yield for the trailing twelve months is around 7.25%, more than CBLDX's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CBLDX CrossingBridge Low Duration High Yield Fund | 6.22% | 6.43% | 7.12% | 7.65% | 5.07% | 5.13% | 3.97% | 2.85% | 2.18% |
SEIX Virtus Seix Senior Loan ETF | 7.25% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% | 0.00% |
Frequently Asked Questions
SEIX and CBLDX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBLDX has higher volatility (0.33%) compared to SEIX (0.33%). In terms of maximum drawdown, SEIX dropped -17.51% vs CBLDX's -8.15%.
SEIX currently has the higher Sharpe Ratio (3.81 vs 3.56), 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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