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SEIX vs SDCP
Virtus Seix Senior Loan ETF vs Virtus Newfleet Short Duration Core Plus Bond ETF
Key differences
- SDCP costs 0.22% less per year.
- SEIX is significantly larger than SDCP — larger funds tend to be more liquid and less likely to close.
- SEIX follows a index tracking strategy; SDCP uses active selection.
Side-by-side comparison
| SEIX | SDCP | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.35% |
| Fund size (AUM) | $242M | $13M |
| Since | 2019 | 2023 |
| Dividend yield | 7.33% | 5.25% |
| Asset class | fixed income | fixed income |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +6.4% | +4.6% |
| CAGR 3Y | +8.1% | N/A |
| CAGR 5Y | +5.7% | N/A |
| Sharpe 3Y | 1.75 | N/A |
| Volatility 1Y | 1.60% | 1.61% |
| Max drawdown | -17.83% | -0.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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