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SEIX vs BLV

Virtus Seix Senior Loan ETF vs Vanguard Long-Term Bond Fund

SEIX

Virtus Seix Senior Loan ETF

Virtus

Annual cost

0.57%

Fund size

$242M

BLV

Vanguard Long-Term Bond Fund

Vanguard

Annual cost

0.03%

Fund size

$8.5B

Key differences

  • BLV costs 0.54% less per year.
  • BLV is significantly larger than SEIX — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SEIX has delivered higher annualized returns.
  • BLV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SEIXBLV
Annual cost (TER)0.57%0.03%
Fund size (AUM)$242M$8.5B
Since20192006
Dividend yield7.33%4.77%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.4%+7.6%
CAGR 3Y+8.1%+2.4%
CAGR 5Y+5.7%-2.9%
Sharpe 3Y1.75-0.05
Volatility 1Y1.60%8.32%
Max drawdown-17.83%-38.29%

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

Similar to SEIX and BLV