SEIX vs. CLOZ

In the year-to-date period, SEIX achieves a 7.58% return, which is significantly lower than CLOZ's 10.84% return.

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SEIX has a 0.57% expense ratio, which is higher than CLOZ's 0.50% expense ratio.

The correlation between SEIX and CLOZ is 0.12, 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.

This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Senior Loan ETF (SEIX) and Panagram Bbb-B Clo ETF (CLOZ). 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.

The current SEIX Sharpe Ratio is 3.83, which is lower than the CLOZ Sharpe Ratio of 6.22. The chart below compares the historical Sharpe Ratios of SEIX and CLOZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SEIX's dividend yield for the trailing twelve months is around 8.32%, less than CLOZ's 8.97% yield.

The maximum SEIX drawdown since its inception was -17.50%, which is greater than CLOZ's maximum drawdown of -2.70%. Use the drawdown chart below to compare losses from any high point for SEIX and CLOZ. For additional features, visit the drawdowns tool.

The current volatility for Virtus Seix Senior Loan ETF (SEIX) is 0.29%, while Panagram Bbb-B Clo ETF (CLOZ) has a volatility of 0.51%. This indicates that SEIX experiences smaller price fluctuations and is considered to be less risky than CLOZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.