VUS vs. SEIX
VUS (Virtus U.S. Dividend ETF) and SEIX (Virtus Seix Senior Loan ETF) are both exchange-traded funds - VUS is a Large Cap Blend Equities fund actively managed by Virtus, while SEIX is a Bank Loan fund tracking the Credit Suisse Leveraged Loan Index. VUS is actively managed, while SEIX is passively managed. At a 0.48 correlation, their price movements are largely independent. VUS charges 0.25%/yr vs 0.57%/yr for SEIX.
Performance
VUS vs. SEIX - Performance Comparison
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Returns By Period
In the year-to-date period, VUS achieves a 17.26% return, which is significantly higher than SEIX's 2.23% return.
VUS
- 1D
- -0.42%
- 1M
- -0.36%
- YTD
- 17.26%
- 6M
- 15.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SEIX
- 1D
- -0.14%
- 1M
- 0.19%
- YTD
- 2.23%
- 6M
- 2.32%
- 1Y
- 5.87%
- 3Y*
- 7.73%
- 5Y*
- 5.73%
- 10Y*
- —
VUS vs. SEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VUS Virtus U.S. Dividend ETF | 17.26% | 0.88% |
SEIX Virtus Seix Senior Loan ETF | 2.23% | 0.75% |
Correlation
The correlation between VUS and SEIX 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 3, 2025 | 0.48 |
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Return for Risk
VUS vs. SEIX — Risk / Return Rank
VUS
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SEIX
VUS vs. SEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus U.S. Dividend ETF (VUS) and Virtus Seix Senior Loan ETF (SEIX). 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.
| VUS | SEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.82 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.22 | — |
| Martin ratioReturn relative to average drawdown | — | 20.86 | — |
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Drawdowns
VUS vs. SEIX - Drawdown Comparison
The maximum VUS drawdown since its inception was -9.45%, smaller than the maximum SEIX drawdown of -17.51%. Use the drawdown chart below to compare losses from any high point for VUS and SEIX.
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Drawdown Indicators
| VUS | SEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.45% | -17.51% | +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 DrawdownCurrent decline from peak | -2.80% | -0.14% | -2.66% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -0.87% | -0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.28% | — |
Volatility
VUS vs. SEIX - Volatility Comparison
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Volatility by Period
| VUS | SEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.36% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.30% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 1.61% | +13.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 2.92% | +12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 4.32% | +10.80% |
VUS vs. SEIX - Expense Ratio Comparison
VUS has a 0.25% expense ratio, which is lower than SEIX's 0.57% expense ratio.
Dividends
VUS vs. SEIX - Dividend Comparison
VUS's dividend yield for the trailing twelve months is around 1.31%, less than SEIX's 7.25% 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 | 1.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VUS and SEIX 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.
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.
VUS is cheaper with a 0.25% expense ratio, compared with 0.57% for SEIX.
SEIX has the higher dividend yield at 7.25%, compared with 1.31% for VUS.
VUS is categorized as Large Cap Blend Equities, while SEIX is Bank Loan. Their fees differ too: 0.25% for VUS and 0.57% for SEIX.
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