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PCLO vs SEIX

Virtus SEIX AAA Private Credit CLO ETF vs Virtus Seix Senior Loan ETF

PCLO

Virtus SEIX AAA Private Credit CLO ETF

Virtus

Annual cost

0.29%

Fund size

$19M

SEIX

Virtus Seix Senior Loan ETF

Virtus

Annual cost

0.57%

Fund size

$242M

Key differences

  • PCLO costs 0.28% less per year.
  • SEIX is significantly larger than PCLO — larger funds tend to be more liquid and less likely to close.
  • SEIX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PCLOSEIX
Annual cost (TER)0.29%0.57%
Fund size (AUM)$19M$242M
Since20242019
Dividend yield5.32%7.33%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.2%+6.4%
CAGR 3YN/A+8.1%
CAGR 5YN/A+5.7%
Sharpe 3YN/A1.75
Volatility 1Y0.90%1.60%
Max drawdown-0.76%-17.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PCLO and SEIX