SEIX vs. LVLN
SEIX (Virtus Seix Senior Loan ETF) and LVLN (SPDR S&P Leveraged Loan ETF) are both Bank Loan funds. SEIX is actively managed, while LVLN is passively managed. Their 0.52 correlation means they have sometimes moved together and sometimes differently. SEIX charges 0.57%/yr vs 0.40%/yr for LVLN.
Performance
SEIX vs. LVLN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SEIX achieves a 2.94% return, which is significantly higher than LVLN's 1.57% return.
SEIX
- 1D
- -0.02%
- 1M
- 0.68%
- 6M
- 3.10%
- YTD
- 2.94%
- 1Y
- 5.43%
- 3Y*
- 7.15%
- 5Y*
- 5.78%
- 10Y*
- —
- ALL TIME*
- 5.34%
LVLN
- 1D
- -0.02%
- 1M
- 0.28%
- 6M
- 1.93%
- YTD
- 1.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $48.60K | $55.46K | $264.53K | |
| $1.82M | $1.54M | $1.82M |
SEIX vs. LVLN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SEIX Virtus Seix Senior Loan ETF | 2.94% | 1.02% |
LVLN SPDR S&P Leveraged Loan ETF | 1.57% | 1.14% |
Correlation
The correlation between SEIX and LVLN is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.52 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SEIX vs. LVLN — Risk / Return Rank
SEIX
LVLN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SEIX vs. LVLN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Senior Loan ETF (SEIX) and SPDR S&P Leveraged Loan ETF (LVLN). 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 | LVLN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.71 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.70 | — | — |
| Martin ratioReturn relative to average drawdown | 18.68 | — | — |
Loading charts...
Drawdowns
SEIX vs. LVLN - Drawdown Comparison
The maximum SEIX drawdown since its inception was -17.51%, which is greater than LVLN's maximum drawdown of -2.34%. Use the drawdown chart below to compare losses from any high point for SEIX and LVLN.
Loading charts...
Drawdown Indicators
| SEIX | LVLN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.51% | -2.34% | -15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -3.01% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -6.69% | — | — |
Current DrawdownCurrent decline from peak | -0.20% | -0.26% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -0.86% | -0.46% | -0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | — | — |
Volatility
SEIX vs. LVLN - Volatility Comparison
Loading charts...
Volatility by Period
| SEIX | LVLN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.33% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.63% | 2.60% | -0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.92% | 2.60% | +0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.29% | 2.60% | +1.69% |
SEIX vs. LVLN - Expense Ratio Comparison
SEIX has a 0.57% expense ratio, which is higher than LVLN's 0.40% expense ratio.
Dividends
SEIX vs. LVLN - Dividend Comparison
SEIX's dividend yield for the trailing twelve months is around 7.16%, more than LVLN's 4.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
LVLN SPDR S&P Leveraged Loan ETF | 4.31% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SEIX Virtus Seix Senior Loan ETF | 7.16% | 7.52% | 8.09% | 8.74% | 5.76% | 4.16% | 3.75% | 3.82% |
Frequently Asked Questions
SEIX and LVLN have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LVLN is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LVLN is cheaper with a 0.40% expense ratio, compared with 0.57% for SEIX.
SEIX has the higher dividend yield at 7.16%, compared with 4.31% for LVLN.
They also come from different issuers: Virtus and State Street. Their fees differ too: 0.57% for SEIX and 0.40% for LVLN.
Find the right allocation for SEIX and LVLN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer