SEIX vs. VUS

Last updated Jun 4, 2026

SEIX (Virtus Seix Senior Loan ETF) and VUS (Virtus U.S. Dividend ETF) are both exchange-traded funds - SEIX is a Bank Loan fund tracking the Credit Suisse Leveraged Loan Index, while VUS is a Large Cap Blend Equities fund actively managed by Virtus. SEIX is passively managed, while VUS is actively managed. At a 0.48 correlation, their price movements are largely independent. SEIX charges 0.57%/yr vs 0.25%/yr for VUS.

Performance

SEIX vs. VUS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Seix Senior Loan ETF (SEIX) and Virtus U.S. Dividend ETF (VUS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SEIX achieves a 2.09% return, which is significantly lower than VUS's 19.93% return.

SEIX

• 1D: -0.06%
• 1M: 0.33%
• YTD: 2.09%
• 6M: 2.81%
• 1Y: 6.07%
• 3Y*: 8.17%
• 5Y*: 5.75%
• 10Y*: —

VUS

• 1D: -0.58%
• 1M: 4.84%
• YTD: 19.93%
• 6M: 20.90%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SEIX vs. VUS - Yearly Performance Comparison

	2026 (YTD)	2025
SEIX Virtus Seix Senior Loan ETF	2.09%	0.71%
VUS Virtus U.S. Dividend ETF	19.93%	0.81%

Correlation

The correlation between SEIX and VUS is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 4, 2025	0.48

Return for Risk

SEIX vs. VUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SEIX

SEIX Risk / Return Rank: 93
SEIX Sharpe Ratio Rank: 94
SEIX Sortino Ratio Rank: 97
SEIX Omega Ratio Rank: 97
SEIX Calmar Ratio Rank: 89
SEIX Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SEIX vs. VUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Senior Loan ETF (SEIX) and Virtus U.S. Dividend ETF (VUS). 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.

	SEIX	VUS	Difference
Sharpe ratio: Return per unit of total volatility	3.79	—	—
Sortino ratio: Return per unit of downside risk	6.16	—	—
Omega ratio: Gain probability vs. loss probability	1.86	—	—
Calmar ratio: Return relative to maximum drawdown	5.39	—	—
Martin ratio: Return relative to average drawdown	21.57	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SEIX	VUS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.79	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.97	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.24	3.23	-1.99

Drawdowns

SEIX vs. VUS - Drawdown Comparison

The maximum SEIX drawdown since its inception was -17.51%, which is greater than VUS's maximum drawdown of -9.45%. Use the drawdown chart below to compare losses from any high point for SEIX and VUS.

Drawdown Indicators

	SEIX	VUS	Difference
Max Drawdown Largest peak-to-trough decline	-17.51%	-9.45%	-8.06%
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 Drawdown Current decline from peak	-0.06%	-0.58%	+0.52%
Average Drawdown Average peak-to-trough decline	-0.87%	-1.46%	+0.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.28%	—	—

Volatility

Volatility by Period

	SEIX	VUS	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.28%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.61%	14.63%	-13.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.93%	14.63%	-11.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.34%	14.63%	-10.29%

SEIX vs. VUS - Expense Ratio Comparison

SEIX has a 0.57% expense ratio, which is higher than VUS's 0.25% expense ratio.

Dividends

SEIX vs. VUS - Dividend Comparison

SEIX's dividend yield for the trailing twelve months is around 7.25%, more than VUS's 0.73% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
SEIX Virtus Seix Senior Loan ETF	7.25%	7.52%	8.09%	8.74%	5.76%	4.16%	3.75%	3.82%
VUS Virtus U.S. Dividend ETF	0.73%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SEIX and VUS in my portfolio?

SEIX and VUS have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SEIX or VUS?

On fees, VUS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SEIX or VUS?

VUS is cheaper with a 0.25% expense ratio, compared with 0.57% for SEIX.

Which ETF pays a higher dividend yield, SEIX or VUS?

SEIX has the higher dividend yield at 7.25%, compared with 0.73% for VUS.

What is the main difference between SEIX and VUS?

SEIX is categorized as Bank Loan, while VUS is Large Cap Blend Equities. Their fees differ too: 0.57% for SEIX and 0.25% for VUS.