Correlation
The correlation between STGIX and BRLN is 0.22, 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.
STGIX vs. BRLN
Compare and contrast key facts about Virtus Seix Core Bond Fund (STGIX) and BlackRock Floating Rate Loan ETF (BRLN).
STGIX is managed by Virtus. It was launched on Jun 11, 1992. BRLN is an actively managed fund by Blackrock. It was launched on Oct 4, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STGIX or BRLN.
Performance
STGIX vs. BRLN - Performance Comparison
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Key characteristics
STGIX:
0.92
BRLN:
1.61
STGIX:
1.47
BRLN:
2.21
STGIX:
1.18
BRLN:
1.32
STGIX:
0.41
BRLN:
1.51
STGIX:
2.35
BRLN:
8.89
STGIX:
2.29%
BRLN:
0.65%
STGIX:
5.38%
BRLN:
3.74%
STGIX:
-18.67%
BRLN:
-3.85%
STGIX:
-8.82%
BRLN:
-0.06%
Returns By Period
In the year-to-date period, STGIX achieves a 1.58% return, which is significantly higher than BRLN's 1.17% return.
STGIX
1.58%
-1.39%
-0.13%
4.92%
0.61%
-1.36%
1.20%
BRLN
1.17%
1.42%
1.75%
5.97%
N/A
N/A
N/A
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STGIX vs. BRLN - Expense Ratio Comparison
STGIX has a 0.64% expense ratio, which is higher than BRLN's 0.55% expense ratio.
Risk-Adjusted Performance
STGIX vs. BRLN — Risk-Adjusted Performance Rank
STGIX
BRLN
STGIX vs. BRLN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Core Bond Fund (STGIX) and BlackRock Floating Rate Loan ETF (BRLN). 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.
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Dividends
STGIX vs. BRLN - Dividend Comparison
STGIX's dividend yield for the trailing twelve months is around 4.09%, less than BRLN's 7.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STGIX Virtus Seix Core Bond Fund | 3.70% | 4.05% | 3.53% | 2.73% | 1.39% | 3.11% | 2.01% | 2.28% | 1.92% | 3.76% | 2.67% | 1.89% |
BRLN BlackRock Floating Rate Loan ETF | 7.52% | 7.87% | 9.06% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
STGIX vs. BRLN - Drawdown Comparison
The maximum STGIX drawdown since its inception was -18.67%, which is greater than BRLN's maximum drawdown of -3.85%. Use the drawdown chart below to compare losses from any high point for STGIX and BRLN.
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Volatility
STGIX vs. BRLN - Volatility Comparison
Virtus Seix Core Bond Fund (STGIX) has a higher volatility of 1.49% compared to BlackRock Floating Rate Loan ETF (BRLN) at 1.24%. This indicates that STGIX's price experiences larger fluctuations and is considered to be riskier than BRLN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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